Janney Montgomery Scott LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1329948
PHILADELPHIA, PA
Position in HRTG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$399,630
+$57,961 QoQ
Shares Held
15,224
+30.4% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 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, 2026Janney Montgomery Scott LLC holds $288,843,552 across 24 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
316,735 | $107,924,283 | |
| 2 | TRV |
Travelers Companies, Inc.
|
182,605 | $60,281,562 | |
| 3 | ALL |
Allstate Corp
|
107,701 | $25,626,375 | |
| 4 | CINF |
Cincinnati Financial Corp
|
120,995 | $22,401,014 | |
| 5 | PGR |
Progressive Corp/Oh/
|
63,415 | $13,853,006 | |
| 6 | WRB |
Berkley W R Corp
|
164,443 | $11,598,164 | |
| 7 | MKL |
Markel Group Inc.
|
4,529 | $8,845,182 | |
| 8 | AFG |
American Financial Group Inc
|
51,361 | $7,187,458 |
All Filings in HRTG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $399,630 | 15,224 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $341,669 | 11,677 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $245,353 | 9,744 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $253,864 | 10,179 | Shares | Sole | 2025-07-17 | |
| 2024-09-30 | $190,491 | 15,563 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||