ENVESTNET ASSET MANAGEMENT INC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1407543
Berwyn, PA
Position in HRTG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$339,561
-$3,316 QoQ
Shares Held
13,020
-0.3% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#109
of 187 holders
Holding Since
Mar 2020
7 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,559,316,886 across 27 Insurance - Property & Casualty names. HRTG ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
2,108,462 | $460,593,523 | |
| 2 | CB |
Chubb Ltd
|
1,299,490 | $442,788,222 | |
| 3 | TRV |
Travelers Companies, Inc.
|
557,657 | $184,093,728 | |
| 4 | ALL |
Allstate Corp
|
323,880 | $77,064,007 | |
| 5 | AIZ |
Assurant, Inc.
|
223,542 | $60,027,733 | |
| 6 | WRB |
Berkley W R Corp
|
830,557 | $58,579,185 | |
| 7 | MKL |
Markel Group Inc.
|
29,808 | $58,215,322 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
113,474 | $37,424,859 |
All Filings in HRTG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,561 | 13,020 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $342,877 | 13,062 | Shares | Sole | 2026-05-04 | |
| 2025-09-30 | $333,181 | 13,232 | Shares | Sole | 2025-11-05 | |
| 2020-12-31 | $139,105 | 13,732 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $141,781 | 14,010 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $180,707 | 13,805 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $147,947 | 13,814 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||