WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1632972
PLYMOUTH, MN
Position in HRTG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$303,153
-$4,549 QoQ
Shares Held
11,624
-0.8% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#113
of 187 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $595,818,130 across 29 Insurance - Property & Casualty names. HRTG ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
648,956 | $221,125,267 | |
| 2 | TRV |
Travelers Companies, Inc.
|
327,681 | $108,174,051 | |
| 3 | ALL |
Allstate Corp
|
369,307 | $87,872,907 | |
| 4 | PGR |
Progressive Corp/Oh/
|
159,145 | $34,765,225 | |
| 5 | CINF |
Cincinnati Financial Corp
|
185,044 | $34,259,046 | |
| 6 | ORI |
Old Republic International Corp
|
694,976 | $28,438,417 | |
| 7 | WRB |
Berkley W R Corp
|
377,811 | $26,647,009 | |
| 8 | AFG |
American Financial Group Inc
|
90,701 | $12,692,697 |
All Filings in HRTG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,153 | 11,624 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $307,702 | 11,722 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $322,591 | 11,025 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $251,598 | 9,992 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||