Cambridge Investment Research Advisors, Inc.
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1419186
FAIRFIELD, IA
Position in HRTG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$306,048
-$30,844 QoQ
Shares Held
11,735
-8.6% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#111
of 187 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $91,470,069 across 21 Insurance - Property & Casualty names. HRTG ranks #17 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
66,115 | $22,528,025 | |
| 2 | CINF |
Cincinnati Financial Corp
|
110,777 | $20,509,253 | |
| 3 | PGR |
Progressive Corp/Oh/
|
61,201 | $13,369,358 | |
| 4 | ALL |
Allstate Corp
|
52,176 | $12,414,757 | |
| 5 | TRV |
Travelers Companies, Inc.
|
26,678 | $8,806,941 | |
| 6 | MKL |
Markel Group Inc.
|
1,833 | $3,579,867 | |
| 7 | ORI |
Old Republic International Corp
|
49,230 | $2,014,491 | |
| 8 | WRB |
Berkley W R Corp
|
26,340 | $1,857,760 |
All Filings in HRTG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,048 | 11,735 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $336,892 | 12,834 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $365,311 | 12,485 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $308,631 | 12,257 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $247,853 | 9,938 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||