Ameritas Investment Partners, Inc.
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1055980
LINCOLN, NE
Position in HRTG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$58,653
+$8,385 QoQ
Shares Held
2,249
+17.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#141
of 187 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $24,059,880 across 38 Insurance - Property & Casualty names. HRTG ranks #30 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
107,110 | $4,382,941 | |
| 2 | WRB |
Berkley W R Corp
|
45,181 | $3,186,615 | |
| 3 | CB |
Chubb Ltd
|
8,689 | $2,960,689 | |
| 4 | AFG |
American Financial Group Inc
|
12,692 | $1,776,118 | |
| 5 | SIGI |
Selective Insurance Group Inc
|
16,606 | $1,610,948 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
6,439 | $1,378,718 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
4,032 | $1,329,793 | |
| 8 | PGR |
Progressive Corp/Oh/
|
5,012 | $1,094,871 |
All Filings in HRTG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,653 | 2,249 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $50,268 | 1,915 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $56,032 | 1,915 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $48,219 | 1,915 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $55,865 | 2,240 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $32,300 | 2,240 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $27,104 | 2,240 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $27,417 | 2,240 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $15,859 | 2,240 | Shares | Other | 2024-08-13 | |
| 2022-03-31 | $13,608 | 1,906 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $11,207 | 1,906 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $12,979 | 1,906 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $16,353 | 1,906 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $21,118 | 1,906 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $19,307 | 1,906 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $19,288 | 1,906 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $24,949 | 1,906 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $20,413 | 1,906 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||