Financial Management Professionals, Inc.
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1568132
AUSTIN, TX
Position in HRTG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$26,775
-$3,070 QoQ
Shares Held
1,020
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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, 2026Financial Management Professionals, Inc. holds $520,273 across 10 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
844 | $287,584 | |
| 2 | ALL |
Allstate Corp
|
209 | $49,729 | |
| 3 | PGR |
Progressive Corp/Oh/
|
196 | $42,816 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
163 | $34,901 | |
| 5 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
535 | $31,217 | |
| 6 | TRV |
Travelers Companies, Inc.
|
87 | $28,720 | |
| 7 | MCY |
Mercury General Corp
|
265 | $28,254 | |
| 8 | WRB |
Berkley W R Corp
|
145 | $10,226 |
All Filings in HRTG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,775 | 1,020 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $29,845 | 1,020 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $25,683 | 1,020 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||