Position in ALL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$51,005
-$198,775 QoQ
Shares Held
246
-79.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Heritage Wealth Advisors holds $52,605,426 across 11 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
169,958 | $37,127,325 | |
| 2 | MKL |
Markel Group Inc.
|
7,272 | $14,202,288 | |
| 3 | AIZ |
Assurant, Inc.
|
1,348 | $361,978 | |
| 4 | CB |
Chubb Ltd
|
786 | $267,821 | |
| 5 | WRB |
Berkley W R Corp
|
2,863 | $201,927 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
485 | $159,957 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
673 | $144,102 | |
| 8 | TRV |
Travelers Companies, Inc.
|
194 | $64,043 |
All Filings in ALL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,005 | 246 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $249,780 | 1,200 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $257,580 | 1,200 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $241,572 | 1,200 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $248,484 | 1,200 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $232,504 | 1,206 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $228,528 | 1,205 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $191,592 | 1,200 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $207,612 | 1,200 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $167,976 | 1,200 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $155,639 | 1,397 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $184,168 | 1,689 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $187,158 | 1,689 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $245,571 | 1,811 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $225,523 | 1,811 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $229,508 | 1,811 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $250,841 | 1,811 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $213,064 | 1,811 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $77,786 | 611 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $79,698 | 611 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $70,203 | 611 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $69,475 | 632 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $59,496 | 632 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $61,297 | 632 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $67,146 | 732 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||