HRTG — HERITAGE INS HLDGS INC

Ownership history in Dynamic Technology Lab Private Ltd  ·  11 quarters on record

This page tracks every 13F SEC filing in which Dynamic Technology Lab Private Ltd reported a position in HERITAGE INS HLDGS INC (HRTG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.14% (2025 Q4)
Avg. % of fund
0.06%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 20,840 -6,930 -25.0% 0.14% $610K $29.26
2025 Q3 REDUCED 27,770 -1,729 -5.9% 0.12% $699K $25.18
2024 Q3 ADDED 29,499 +15,433 +109.7% 0.04% $361K $12.24
2024 Q2 REDUCED 14,066 -1,381 -8.9% 0.01% $100K $7.08
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HRTG price (monthly, adj. close)

Other funds also holding HRTG

As of 2025 Q4 — sorted by position size

Pacific Ridge Capital Partners, LLC 3Y 7Y 2.39% Quartz Partners, LLC 2.04% INSTRUMENTAL WEALTH, LLC 1.01% Verdad Advisers, LP 3Y 0.96% Informed Momentum Co LLC 3Y 7Y 0.62% Annis Gardner Whiting Capital Advisors, LLC 0.43% DENALI ADVISORS LLC 3Y 7Y 0.28% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.15% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.12% NAVELLIER & ASSOCIATES INC 3Y 7Y 0.1%
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