Position in HRTG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$462,946
+$2,521 QoQ
Shares Held
17,751
+1.2% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 184 holders
Holding Since
Sep 2024
4 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, 2026ALPS ADVISORS INC holds $31,808,714 across 13 Insurance - Property & Casualty names. HRTG ranks #11 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
22,108 | $7,533,079 | |
| 2 | RLI |
Rli Corp
|
120,786 | $7,134,829 | |
| 3 | ALL |
Allstate Corp
|
28,305 | $6,734,891 | |
| 4 | TRV |
Travelers Companies, Inc.
|
16,073 | $5,306,018 | |
| 5 | PGR |
Progressive Corp/Oh/
|
4,996 | $1,091,376 | |
| 6 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
11,078 | $646,401 | |
| 7 | UVE |
Universal Insurance Holdings, Inc.
|
14,617 | $604,559 | |
| 8 | SLDE |
Slide Insurance Holdings, Inc.
|
28,398 | $550,069 |
All Filings in HRTG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,946 | 17,751 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $460,425 | 17,540 | Shares | Defined | 2026-05-08 | |
| 2024-12-31 | $284,350 | 23,500 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $293,760 | 24,000 | Shares | Defined | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||