Position in HRTG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$280,245
+$273,504 QoQ
Shares Held
10,676
+1586.6% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026SIMPLEX TRADING, LLC holds $2,895,454 across 17 Insurance - Property & Casualty names. HRTG ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KNSL |
Kinsale Capital Group, Inc.
|
1,552 | $530,256 | |
| 2 | MKL |
Markel Group Inc.
|
274 | $524,455 | |
| 3 | CINF |
Cincinnati Financial Corp
|
3,072 | $483,379 | |
| 4 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
6,626 | $289,423 | |
| 5 | HRTG |
Heritage Insurance Holdings, Inc.
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|
10,676 | $280,245 | |
| 6 | KINS |
Kingstone Companies, Inc.
|
14,591 | $212,590 | |
| 7 | ORI |
Old Republic International Corp
|
5,247 | $209,355 | |
| 8 | PGR |
Progressive Corp/Oh/
|
362 | $71,762 |
All Filings in HRTG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $280,245 | 10,676 | Shares | Sole | 2026-05-14 | |
| 2024-03-31 | $6,741 | 633 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $34,293 | 5,284 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $23,338 | 6,062 | Shares | Sole | 2023-08-04 | |
| 2022-12-31 | $30,790 | 17,106 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $62,751 | 27,766 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $21,143 | 8,009 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $578 | 81 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,975 | 506 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $228,421 | 33,542 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $287,790 | 33,542 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $808,374 | 72,958 | Shares | Sole | 2021-04-26 | |
| 2020-03-31 | $44,403 | 4,146 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||