Back to DIMENSIONAL FUND ADVISORS LP DIMENSIONAL FUND ADVISORS LP

HRTGHRTG
14 quarters

Position history for DIMENSIONAL FUND ADVISORS LPDIMENSIONAL FUND ADVISORS LP's holdings in HERITAGE INSURANCE HLDGS INC

DIMENSIONAL FUND ADVISORS LP holds 1.3M shares of HRTG (HERITAGE INSURANCE HLDGS INC), worth $34.2M as of 2026-Q2. The position was increased (+5.1% shares). HRTG represents 0.0% of DIMENSIONAL FUND ADVISORS LP's portfolio.

Current Value

$34.2M

Current Shares

1.3M

Total Value Change

+$32.1M

Total Shares Change

+627,235

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+5.1%
$34.2M0.0%$26.08
30
2026-Q1
Increased
1.2M
+3.0%
$32.7M0.0%$28.01
30
2025-Q4
Decreased
1.2M
-4.1%
$35.4M0.0%$29.29
0
2025-Q3
Decreased
1.3M
-11.1%
$31.8M0.0%$24.36
0
2025-Q2
Decreased
1.4M
-8.0%
$35.4M0.0%$23.43
0
2025-Q1
Decreased
1.5M
-1.7%
$22.2M0.0%$14.75
0
2024-Q4
Increased
1.6M
+14.1%
$19M0.0%$11.90
32
2024-Q3
Decreased
1.4M
-2.7%
$16.9M0.0%$15.51
0
2024-Q2
Increased
1.4M
+7.4%
$10M0.0%$7.08
30
2024-Q1
Increased
1.3M
+19.4%
$14M0.0%$10.65
33
2023-Q4
Increased
1.1M
+21.3%
$7.2M0.0%$6.52
33
2023-Q3
Increased
909,749
+16.4%
$5.9M0.0%$6.49
31
2023-Q2
Increased
781,877
+14.4%
$3M0.0%$3.81
30
2023-Q1
New
683,380
-
$2.1M0.0%$2.97
36

Other major holders of HRTG: BlackRock, Inc., BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

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