Position in HRTG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,783,089
+$325,217 QoQ
Shares Held
68,370
+23.1% QoQ
Ownership
0.230%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 187 holders
Holding Since
Sep 2020
16 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, 2026Boston Partners holds $2,489,993,635 across 17 Insurance - Property & Casualty names. HRTG ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,565,357 | $610,401,042 | |
| 2 | MKL |
Markel Group Inc.
|
307,500 | $600,550,573 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,005,216 | $331,841,904 | |
| 4 | PGR |
Progressive Corp/Oh/
|
1,487,621 | $324,970,806 | |
| 5 | CB |
Chubb Ltd
|
890,313 | $303,365,250 | |
| 6 | L |
Loews Corp
|
1,211,422 | $137,145,083 | |
| 7 | WTM |
White Mountains Insurance Group Ltd
|
55,569 | $115,216,202 | |
| 8 | AII |
American Integrity Insurance Group, Inc.
|
1,527,196 | $28,757,100 |
All Filings in HRTG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,783,089 | 68,370 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,457,872 | 55,538 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,557,656 | 53,235 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,365,385 | 54,225 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,122,748 | 45,018 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,146,476 | 79,506 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $924,403 | 76,397 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $935,099 | 76,397 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $504,542 | 71,263 | Shares | Defined | 2024-08-14 | |
| 2022-03-31 | $2,685,810 | 376,164 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $1,854,945 | 315,467 | Shares | Defined | 2022-02-04 | |
| 2021-09-30 | $2,156,869 | 316,721 | Shares | Other | 2021-11-05 | |
| 2021-06-30 | $2,940,340 | 342,697 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,517,301 | 317,446 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $2,692,868 | 265,831 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,123,542 | 111,022 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||