Tidal Investments LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1600064
MILWAUKEE, WI
Position in HRTG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$371,201
+$13,998 QoQ
Shares Held
14,141
-0.3% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 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, 2026Tidal Investments LLC holds $215,290,380 across 24 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
301,912 | $102,873,493 | |
| 2 | MKL |
Markel Group Inc.
|
19,585 | $38,249,700 | |
| 3 | PGR |
Progressive Corp/Oh/
|
83,911 | $18,330,357 | |
| 4 | ALL |
Allstate Corp
|
75,684 | $18,008,250 | |
| 5 | TRV |
Travelers Companies, Inc.
|
22,023 | $7,270,232 | |
| 6 | WRB |
Berkley W R Corp
|
69,008 | $4,867,134 | |
| 7 | WTM |
White Mountains Insurance Group Ltd
|
1,578 | $3,271,809 | |
| 8 | ORI |
Old Republic International Corp
|
72,654 | $2,973,001 |
All Filings in HRTG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $371,201 | 14,141 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $357,203 | 14,186 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $351,479 | 14,093 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||