Swiss Life Asset Management Ltd
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1637689
Zurich, V8
Position in HRTG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$262,053
New position
Shares Held
9,983
first reported quarter
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Swiss Life Asset Management Ltd holds $151,955,182 across 22 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
221,675 | $48,424,903 | |
| 2 | TRV |
Travelers Companies, Inc.
|
97,174 | $32,079,080 | |
| 3 | ALL |
Allstate Corp
|
96,836 | $23,041,156 | |
| 4 | CB |
Chubb Ltd
|
59,917 | $20,416,117 | |
| 5 | CINF |
Cincinnati Financial Corp
|
48,186 | $8,921,156 | |
| 6 | WRB |
Berkley W R Corp
|
66,773 | $4,709,499 | |
| 7 | L |
Loews Corp
|
41,143 | $4,657,798 | |
| 8 | MKL |
Markel Group Inc.
|
1,390 | $2,714,683 |
All Filings in HRTG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $262,053 | 9,983 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||