Position in HRTG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$35,860
-$15,301 QoQ
Shares Held
1,375
-29.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#144
of 187 holders
Holding Since
Mar 2022
11 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, 2026IFP Advisors, Inc holds $14,472,762 across 40 Insurance - Property & Casualty names. HRTG ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
18,260 | $6,027,991 | |
| 2 | CB |
Chubb Ltd
|
9,346 | $3,184,556 | |
| 3 | ALL |
Allstate Corp
|
4,857 | $1,155,674 | |
| 4 | PGR |
Progressive Corp/Oh/
|
5,207 | $1,137,469 | |
| 5 | ORI |
Old Republic International Corp
|
18,317 | $749,531 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,976 | $365,836 | |
| 7 | UVE |
Universal Insurance Holdings, Inc.
|
5,618 | $232,360 | |
| 8 | L |
Loews Corp
|
1,770 | $200,381 |
All Filings in HRTG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,860 | 1,375 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $51,161 | 1,949 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $16,444 | 562 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,161 | 205 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $9,028 | 362 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,504 | 243 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $84 | 7 | Shares | Sole | 2025-02-04 | |
| 2022-12-31 | $23 | 1,350 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,051 | 1,350 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,564 | 1,350 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $9,639 | 1,350 | Shares | Sole | 2022-09-06 | |
| No filing history on record for this holder in this stock. | ||||||