Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1510434
Seattle, WA
Position in HRTG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$348,271
+$52,592 QoQ
Shares Held
13,354
+18.6% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#108
of 187 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $17,954,996 across 15 Insurance - Property & Casualty names. HRTG ranks #14 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
|
59,722 | $4,212,191 | |
| 2 | TRV |
Travelers Companies, Inc.
|
5,813 | $1,918,987 | |
| 3 | ORI |
Old Republic International Corp
|
42,965 | $1,758,127 | |
| 4 | PGR |
Progressive Corp/Oh/
|
7,633 | $1,667,428 | |
| 5 | UVE |
Universal Insurance Holdings, Inc.
|
34,294 | $1,418,399 | |
| 6 | ALL |
Allstate Corp
|
5,936 | $1,412,411 | |
| 7 | CB |
Chubb Ltd
|
3,377 | $1,150,678 | |
| 8 | DGICA |
Donegal Group Inc
|
44,875 | $846,342 |
All Filings in HRTG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,271 | 13,354 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $295,679 | 11,264 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $267,758 | 9,151 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||