Position in HRTG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$293,686
-$217,165 QoQ
Shares Held
11,261
-42.1% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#115
of 187 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $678,099,563 across 34 Insurance - Property & Casualty names. HRTG ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
576,647 | $196,486,698 | |
| 2 | TRV |
Travelers Companies, Inc.
|
409,993 | $135,346,889 | |
| 3 | PGR |
Progressive Corp/Oh/
|
444,022 | $96,996,605 | |
| 4 | ALL |
Allstate Corp
|
374,144 | $89,023,823 | |
| 5 | CINF |
Cincinnati Financial Corp
|
150,719 | $27,904,115 | |
| 6 | ORI |
Old Republic International Corp
|
426,745 | $17,462,405 | |
| 7 | MKL |
Markel Group Inc.
|
8,779 | $17,145,474 | |
| 8 | WRB |
Berkley W R Corp
|
231,781 | $16,347,513 |
All Filings in HRTG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,686 | 11,261 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $510,851 | 19,461 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $890,381 | 30,430 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $494,283 | 19,630 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,471,310 | 58,994 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $704,203 | 57,533 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||