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SEGALL BRYANT & HAMILL, LLC: HRTG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SEGALL BRYANT & HAMILL, LLC on HRTG, newest first. How the timeline and the estimate are built.

SEGALL BRYANT & HAMILL, LLC held 153,247 HRTG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,247 shares
    Change vs previous 13F -11,985 shares

    0.05% of the 13F portfolio, value $3,996,682.

    13F-HR 0001006378-26-000007 filed by SEGALL BRYANT & HAMILL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 165,232 shares
    Change vs previous 13F -7,707 shares

    0.06% of the 13F portfolio, value $4,337,340.

    13F-HR/A 0001006378-26-000005 filed by SEGALL BRYANT & HAMILL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 172,939 shares
    Change vs previous 13F -1,623 shares

    0.07% of the 13F portfolio, value $5,060,195.

    13F-HR 0001006378-26-000002 filed by SEGALL BRYANT & HAMILL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 174,562 shares
    Change vs previous 13F -10,299 shares

    0.06% of the 13F portfolio, value $4,395,471.

    13F-HR 0001006378-25-000018 filed by SEGALL BRYANT & HAMILL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 184,861 shares
    Change vs previous 13F -156,578 shares

    0.06% of the 13F portfolio, value $4,610,433.

    13F-HR 0001006378-25-000014 filed by SEGALL BRYANT & HAMILL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 341,439 shares
    Change vs previous 13F -7,117 shares

    0.08% of the 13F portfolio, value $4,923,550.

    13F-HR 0001006378-25-000009 filed by SEGALL BRYANT & HAMILL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 348,556 shares
    Change vs previous 13F +222,689 shares

    0.06% of the 13F portfolio, value $4,217,528.

    13F-HR 0001006378-25-000003 filed by SEGALL BRYANT & HAMILL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 125,867 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,540,612.

    13F-HR 0001006378-24-000013 filed by SEGALL BRYANT & HAMILL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).