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9 quarters

Position history for MORGAN STANLEYMORGAN STANLEY's holdings in HERITAGE INSURANCE HLDGS INC

MORGAN STANLEY holds 384,171 shares of HRTG (HERITAGE INSURANCE HLDGS INC), worth $10M as of 2026-Q2. The position was increased (+34.8% shares). HRTG represents 0.0% of MORGAN STANLEY's portfolio.

Current Value

$10M

Current Shares

384,171

Total Value Change

+$7.3M

Total Shares Change

+2,117

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
384,171
+34.8%
$10M0.0%$26.08
36
2026-Q1
Increased
285,084
+4.6%
$7.5M0.0%$28.01
29
2025-Q4
Decreased
272,454
-25.0%
$8M0.0%$29.29
0
2025-Q3
Increased
363,209
+5.0%
$9.1M0.0%$24.36
29
2025-Q2
Increased
346,055
+37.5%
$8.6M0.0%$23.43
36
2025-Q1
Increased
251,730
+45.3%
$3.6M0.0%$14.75
36
2024-Q4
Decreased
173,273
-25.3%
$2.1M0.0%$11.90
0
2024-Q3
Decreased
231,992
-39.3%
$2.8M0.0%$15.51
0
2024-Q2
New
382,054
-
$2.7M0.0%$7.08
36

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

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