Position in HRTG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,547,977
+$180,354 QoQ
Shares Held
59,355
+13.9% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 184 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 3%
Shared 2%
None 94%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $396,784,163 across 30 Insurance - Property & Casualty names. HRTG ranks #21 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
425,907 | $145,123,550 | |
| 2 | WRB |
Berkley W R Corp
|
814,688 | $57,459,944 | |
| 3 | PGR |
Progressive Corp/Oh/
|
234,718 | $51,274,145 | |
| 4 | TRV |
Travelers Companies, Inc.
|
128,901 | $42,552,797 | |
| 5 | ALL |
Allstate Corp
|
61,746 | $14,691,841 | |
| 6 | MKL |
Markel Group Inc.
|
6,063 | $11,841,097 | |
| 7 | CINF |
Cincinnati Financial Corp
|
62,371 | $11,547,366 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
39,892 | $8,541,673 |
All Filings in HRTG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,547,977 | 59,355 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,367,623 | 52,100 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,244,105 | 42,519 | Shares | Other | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||