Balyasny Asset Management L.P.

Position in HRTG — Heritage Insurance Holdings, Inc.

CIK 1218710 Chicago, IL

Position in HRTG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,503,496

+$1,655,056 QoQ

Shares Held

95,993

+184.9% QoQ

Ownership

0.323%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#44

of 187 holders

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Balyasny Asset Management L.P. holds $185,473,373 across 23 Insurance - Property & Casualty names. HRTG ranks #10 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFG	American Financial Group Inc	695,896	$97,383,686
2	AIZ	Assurant, Inc.	81,669	$21,930,576
3	MKL	Markel Group Inc.	7,872	$15,374,094
4	TRV	Travelers Companies, Inc.	41,323	$13,641,548
5	SKWD	Skyward Specialty Insurance Group, Inc.	152,220	$8,882,037
6	LMND	Lemonade, Inc.	75,870	$4,935,342
7	PGR	Progressive Corp/Oh/	20,634	$4,507,497
8	SLDE	Slide Insurance Holdings, Inc.	219,092	$4,243,812

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,503,496	95,993	+184.9%	Shares	Sole	2026-08-14
2025-09-30	$848,440	33,695	-30.3%	Shares	Sole	2025-11-14
2025-06-30	$1,205,524	48,337	+26.0%	Shares	Sole	2025-08-14
2024-12-31	$464,131	38,358	+111.8%	Shares	Sole	2025-02-14
2024-09-30	$221,703	18,113	-20.9%	Shares	Sole	2024-11-14
2024-06-30	$162,224	22,913	+38.7%	Shares	Sole	2024-08-14
2024-03-31	$175,927	16,519	-57.1%	Shares	Sole	2024-05-13
2023-12-31	$251,261	38,537	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.