EP Wealth Advisors, LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1540569
TORRANCE, CA
Position in HRTG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$205,852
-$23,868 QoQ
Shares Held
7,842
-0.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026EP Wealth Advisors, LLC holds $71,922,203 across 13 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
195,664 | $46,556,292 | |
| 2 | TRV |
Travelers Companies, Inc.
|
38,042 | $12,558,425 | |
| 3 | CB |
Chubb Ltd
|
17,017 | $5,798,372 | |
| 4 | PGR |
Progressive Corp/Oh/
|
9,061 | $1,979,375 | |
| 5 | WRB |
Berkley W R Corp
|
16,943 | $1,194,989 | |
| 6 | MKL |
Markel Group Inc.
|
367 | $716,754 | |
| 7 | SIGI |
Selective Insurance Group Inc
|
5,808 | $563,434 | |
| 8 | UVE |
Universal Insurance Holdings, Inc.
|
13,482 | $557,615 |
All Filings in HRTG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,852 | 7,842 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $229,720 | 7,851 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||