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Equibles

CITADEL ADVISORS LLC

Position in HRTG — Heritage Insurance Holdings, Inc.

CIK 1423053 MIAMI, FL
Back to HRTG Full portfolio

Position in HRTG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$5,971,093
+$1,150,754 QoQ
Shares Held
228,953
+24.7% QoQ
Ownership
0.770%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 187 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HRTG Over Time

Shares Held

Position Value (USD)

Derivatives in HRTG

reported options exposure · as of Jun 30, 2026
CallValue
$865,856
CallShares
33,200
PutValue
$1,262,272
PutShares
48,400

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

CITADEL ADVISORS LLC holds $1,276,594,728 across 38 Insurance - Property & Casualty names. HRTG ranks #20 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 L
Loews Corp
 3,616,435 $409,416,606
2 PGR
Progressive Corp/Oh/
 719,059 $157,078,438
3 CB
Chubb Ltd
 409,669 $139,590,615
4 WRB
Berkley W R Corp
 1,475,954 $104,099,035
5 KNSL
Kinsale Capital Group, Inc.
 170,778 $56,324,291
6 PLMR
Palomar Holdings, Inc.
 391,299 $49,456,280
7 AFG
American Financial Group Inc
 335,603 $46,964,283
8 STC
Stewart Information Services Corp
 588,641 $38,862,078

All Filings in HRTG

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,971,093 228,953
2026-06-30 $1,262,272 48,400
2026-06-30 $865,856 33,200
2026-03-31 $561,750 21,400
2026-03-31 $4,820,339 183,632
2025-12-31 $3,215,674 109,900
2025-12-31 $4,383,879 149,825
2025-12-31 $1,375,220 47,000
2025-09-30 $1,324,468 52,600
2025-09-30 $6,168,470 244,975
2025-09-30 $2,344,258 93,100
2025-06-30 $842,972 33,800
2025-06-30 $11,270,759 451,915
2025-06-30 $366,618 14,700
2025-03-31 $3,694,532 256,209
2025-03-31 $155,736 10,800
2025-03-31 $594,104 41,200
2024-12-31 $145,200 12,000
2024-12-31 $382,360 31,600
2024-12-31 $2,431,301 200,934
2024-09-30 $570,384 46,600
2024-09-30 $3,208,238 262,111
2024-09-30 $383,112 31,300
2024-06-30 $291,696 41,200
2024-06-30 $118,851 16,787
2024-06-30 $12,744 1,800
2024-03-31 $55,380 5,200
2024-03-31 $36,210 3,400
2024-03-31 $205,545 19,300
2023-12-31 $33,904 5,200
2023-12-31 $384,028 58,900
2023-12-31 $12,759 1,957
2023-09-30 $634,403 97,751
2023-09-30 $264,143 40,700
2023-09-30 $14,278 2,200
2023-06-30 $60,445 15,700
2023-06-30 $48,895 12,700
2023-06-30 $211,387 54,906
2023-03-31 $224,224 72,800
2023-03-31 $28,295 9,187
2023-03-31 $34,188 11,100
2022-12-31 $1,692 940
2022-12-31 $28,980 16,100
2022-12-31 $177,840 98,800
2022-09-30 $143,962 63,700
2022-09-30 $27,119 12,000
2022-06-30 $236,825 89,707
2022-03-31 $962,742 134,838
2022-03-31 $89,250 12,500
2021-12-31 $127,008 21,600

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