Cambria Investment Management, L.P.
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1529389
Manhattan Beach, CA
Position in HRTG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$978,547
+$291,637 QoQ
Shares Held
37,521
+43.4% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#67
of 187 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Cambria Investment Management, L.P. holds $17,833,969 across 11 Insurance - Property & Casualty names. HRTG ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFG |
American Financial Group Inc
|
68,505 | $9,586,589 | |
| 2 | L |
Loews Corp
|
11,241 | $1,272,592 | |
| 3 | HRTG |
Heritage Insurance Holdings, Inc.
This page
|
37,521 | $978,547 | |
| 4 | ORI |
Old Republic International Corp
|
23,492 | $961,292 | |
| 5 | AIZ |
Assurant, Inc.
|
3,529 | $947,642 | |
| 6 | MCY |
Mercury General Corp
|
8,792 | $937,403 | |
| 7 | CB |
Chubb Ltd
|
2,609 | $888,990 | |
| 8 | ALL |
Allstate Corp
|
3,500 | $832,790 |
All Filings in HRTG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $978,547 | 37,521 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $686,910 | 26,168 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $654,780 | 22,378 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||