FIRST TRUST ADVISORS LP

Position in HRTG — Heritage Insurance Holdings, Inc.

CIK 1125816 Wheaton, IL

Position in HRTG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,510,904

+$231,932 QoQ

Shares Held

96,277

+10.9% QoQ

Ownership

0.324%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#43

of 187 holders

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $4,027,840,638 across 35 Insurance - Property & Casualty names. HRTG ranks #28 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	4,145,056	$767,415,667
2	TRV	Travelers Companies, Inc.	1,803,212	$595,276,345
3	CB	Chubb Ltd	1,742,005	$593,570,782
4	ALL	Allstate Corp	2,438,113	$580,124,607
5	WRB	Berkley W R Corp	3,624,858	$255,661,234
6	PGR	Progressive Corp/Oh/	1,046,033	$228,505,908
7	THG	Hanover Insurance Group, Inc.	824,257	$176,489,908
8	ORI	Old Republic International Corp	4,060,586	$166,159,178

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,510,904	96,277	+10.9%	Shares	Sole	2026-08-11
2026-03-31	$2,278,972	86,818	+5.6%	Shares	Sole	2026-05-13
2025-12-31	$2,406,605	82,249	+14.1%	Shares	Sole	2026-02-13
2025-09-30	$1,815,603	72,105	-3.3%	Shares	Sole	2025-11-12
2025-06-30	$1,859,975	74,578	+10.0%	Shares	Sole	2025-08-13
2025-03-31	$977,445	67,784	-1.7%	Shares	Sole	2025-05-14
2024-12-31	$834,428	68,961	-10.1%	Shares	Sole	2025-02-13
2024-09-30	$939,150	76,728	+22.8%	Shares	Sole	2024-11-13
2021-06-30	$536,086	62,481	-3.8%	Shares	Sole	2021-10-12
2021-03-31	$719,679	64,953	+8.7%	Shares	Sole	2021-05-14
2020-12-31	$605,156	59,739	-4.3%	Shares	Sole	2021-02-02
2020-09-30	$631,882	62,439	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.