Position in HRTG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$541,353
-$99,265 QoQ
Shares Held
20,623
-5.8% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026CWM, LLC holds $162,095,451 across 43 Insurance - Property & Casualty names. HRTG ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
134,046 | $39,098,537 | |
| 2 | CB |
Chubb Ltd
|
110,012 | $35,856,211 | |
| 3 | ALL |
Allstate Corp
|
153,921 | $31,913,980 | |
| 4 | WRB |
Berkley W R Corp
|
280,114 | $18,565,955 | |
| 5 | PGR |
Progressive Corp/Oh/
|
49,095 | $9,732,592 | |
| 6 | ORI |
Old Republic International Corp
|
143,391 | $5,721,300 | |
| 7 | CINF |
Cincinnati Financial Corp
|
25,485 | $4,010,064 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
17,700 | $3,068,295 |
All Filings in HRTG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $541,353 | 20,623 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $640,618 | 21,894 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $509,064 | 20,217 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $359,235 | 14,404 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $143,493 | 9,951 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $65,533 | 5,416 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $55,165 | 4,507 | Shares | Sole | 2024-10-08 | |
| 2022-03-31 | $13,216 | 1,851 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,462 | 759 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||