Position in HRTG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$122,236
+$120,451 QoQ
Shares Held
4,687
+6792.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#132
of 184 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $66,389,270 across 42 Insurance - Property & Casualty names. HRTG ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
81,086 | $26,768,110 | |
| 2 | CB |
Chubb Ltd
|
41,735 | $14,220,783 | |
| 3 | PGR |
Progressive Corp/Oh/
|
20,946 | $4,575,653 | |
| 4 | CINF |
Cincinnati Financial Corp
|
20,823 | $3,855,170 | |
| 5 | ALL |
Allstate Corp
|
13,102 | $3,117,489 | |
| 6 | ORI |
Old Republic International Corp
|
52,413 | $2,144,739 | |
| 7 | WRB |
Berkley W R Corp
|
22,374 | $1,578,038 | |
| 8 | MCY |
Mercury General Corp
|
13,828 | $1,474,341 |
All Filings in HRTG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,236 | 4,687 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,785 | 68 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,726 | 59 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $146,623 | 5,823 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,063 | 604 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $807 | 56 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||