Empowered Funds, LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1592828
NEWTOWN SQUARE, PA
Position in HRTG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,229,731
-$27,441 QoQ
Shares Held
162,183
+0.0% QoQ
Ownership
0.545%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#28
of 184 holders
Holding Since
Jun 2023
13 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, 2026Empowered Funds, LLC holds $139,290,477 across 30 Insurance - Property & Casualty names. HRTG ranks #11 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLMR |
Palomar Holdings, Inc.
|
195,356 | $24,691,044 | |
| 2 | TRV |
Travelers Companies, Inc.
|
38,126 | $12,586,150 | |
| 3 | PGR |
Progressive Corp/Oh/
|
56,048 | $12,243,683 | |
| 4 | ALL |
Allstate Corp
|
50,587 | $12,036,666 | |
| 5 | HMN |
Horace Mann Educators Corp /De/
|
197,332 | $10,192,197 | |
| 6 | CB |
Chubb Ltd
|
28,891 | $9,844,316 | |
| 7 | STC |
Stewart Information Services Corp
|
124,367 | $8,210,709 | |
| 8 | CINF |
Cincinnati Financial Corp
|
34,850 | $6,452,126 |
All Filings in HRTG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,229,731 | 162,183 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $4,257,172 | 162,178 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,454,951 | 152,254 | Shares | Other | 2026-02-18 | |
| 2025-09-30 | $3,604,869 | 143,164 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,266,067 | 130,957 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $1,800,466 | 124,859 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $1,393,085 | 115,131 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $1,340,916 | 109,552 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $736,730 | 104,058 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $1,029,620 | 96,678 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $583,377 | 89,475 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $528,357 | 81,411 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $157,010 | 40,782 | Shares | Other | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||