Position in HRTG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$39,850
-$2,438 QoQ
Shares Held
1,528
-5.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#140
of 184 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $14,090,567 across 35 Insurance - Property & Casualty names. HRTG ranks #22 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,001 | $2,726,260 | |
| 2 | PGR |
Progressive Corp/Oh/
|
11,748 | $2,566,350 | |
| 3 | TRV |
Travelers Companies, Inc.
|
7,212 | $2,380,825 | |
| 4 | ALL |
Allstate Corp
|
5,811 | $1,382,669 | |
| 5 | AIZ |
Assurant, Inc.
|
4,127 | $1,108,223 | |
| 6 | L |
Loews Corp
|
5,009 | $567,068 | |
| 7 | CINF |
Cincinnati Financial Corp
|
2,318 | $429,154 | |
| 8 | WRB |
Berkley W R Corp
|
6,048 | $426,565 |
All Filings in HRTG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,850 | 1,528 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $42,288 | 1,611 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $47,167 | 1,612 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $38,827 | 1,542 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $38,457 | 1,542 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $22,235 | 1,542 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,272 | 601 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,738 | 142 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||