Position in HRTG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,835,797
+$326,134 QoQ
Shares Held
70,391
+22.4% QoQ
Ownership
0.237%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#52
of 187 holders
Holding Since
Mar 2023
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, 2026HRT FINANCIAL LP holds $242,493,116 across 21 Insurance - Property & Casualty names. HRTG ranks #16 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KNSL |
Kinsale Capital Group, Inc.
|
162,216 | $53,500,458 | |
| 2 | PGR |
Progressive Corp/Oh/
|
227,978 | $49,801,794 | |
| 3 | ALL |
Allstate Corp
|
144,205 | $34,312,137 | |
| 4 | AFG |
American Financial Group Inc
|
193,618 | $27,094,902 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
|
6,760 | $14,016,115 | |
| 6 | CNA |
Cna Financial Corp
|
236,801 | $11,510,896 | |
| 7 | SLDE |
Slide Insurance Holdings, Inc.
|
468,326 | $9,071,474 | |
| 8 | LMND |
Lemonade, Inc.
|
127,525 | $8,295,501 |
All Filings in HRTG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,835,797 | 70,391 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,509,663 | 57,511 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,015,310 | 171,405 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $3,147,651 | 125,006 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $255,809 | 10,257 | Shares | Defined | 2025-08-14 | |
| 2024-03-31 | $274,759 | 25,799 | Shares | Defined | 2024-05-13 | |
| 2023-03-31 | $40,252 | 13,069 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||