SEGALL BRYANT & HAMILL, LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1006378
CHICAGO, IL
Position in HRTG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,996,681
-$340,659 QoQ
Shares Held
153,247
-7.3% QoQ
Ownership
0.515%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#29
of 184 holders
Holding Since
Sep 2024
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, 2026SEGALL BRYANT & HAMILL, LLC holds $26,950,878 across 3 Insurance - Property & Casualty names. HRTG ranks #2 (14.8% of the industry book) .
All Filings in HRTG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,996,681 | 153,247 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,337,340 | 165,232 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $5,060,195 | 172,939 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,395,471 | 174,562 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,610,433 | 184,861 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,923,550 | 341,439 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,217,527 | 348,556 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,540,612 | 125,867 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||