Question 1

How many shares of HRTG does MACKENZIE FINANCIAL CORP own?

Accepted Answer

MACKENZIE FINANCIAL CORP previously held 0 shares of HRTG (HERITAGE INSURANCE HLDGS INC) before exiting the position in 2025-Q2.

Question 2

What is MACKENZIE FINANCIAL CORP's HRTG position worth?

Accepted Answer

MACKENZIE FINANCIAL CORP's HRTG position was last reported at $0 in 2025-Q2 before the exit.

Question 3

Is MACKENZIE FINANCIAL CORP buying or selling HRTG?

Accepted Answer

In 2025-Q2, MACKENZIE FINANCIAL CORP exited their HRTG position entirely (-100.0% change in shares).

Question 4

When did MACKENZIE FINANCIAL CORP first buy HRTG?

Accepted Answer

Based on available 13F filings, MACKENZIE FINANCIAL CORP first reported a position in HRTG in 2024-Q4. They have held the position across 3 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$23.43	0
2025-Q1	Increased	102,652	+35.8%	$1.5M	0.0%	$14.75	33
2024-Q4	New	75,600	—	$876,252	0.0%	$11.90	34