Informed Momentum Co LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1510989
Solana Beach, CA
Position in HRTG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$494,628
-$5,034,224 QoQ
Shares Held
18,843
-90.0% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Informed Momentum Co LLC holds $4,608,083 across 1 Insurance - Property & Casualty name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UVE |
Universal Insurance Holdings, Inc.
|
111,414 | $4,608,083 |
All Filings in HRTG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $494,628 | 18,843 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,528,852 | 188,956 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,533,232 | 140,319 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,415,028 | 177,026 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $866,653 | 70,805 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $810,241 | 76,079 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $581,988 | 89,262 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,911,785 | 294,574 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||