Parallel Advisors, LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1690010
SAN FRANCISCO, CA
Position in HRTG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,972
+$854 QoQ
Shares Held
229
+17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#167
of 187 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Parallel Advisors, LLC holds $19,303,016 across 38 Insurance - Property & Casualty names. HRTG ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
2,834 | $5,534,830 | |
| 2 | TRV |
Travelers Companies, Inc.
|
7,484 | $2,470,618 | |
| 3 | CB |
Chubb Ltd
|
7,213 | $2,457,757 | |
| 4 | PGR |
Progressive Corp/Oh/
|
10,321 | $2,254,622 | |
| 5 | ALL |
Allstate Corp
|
9,380 | $2,231,877 | |
| 6 | L |
Loews Corp
|
9,189 | $1,040,286 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
3,371 | $721,798 | |
| 8 | ORI |
Old Republic International Corp
|
14,569 | $596,163 |
All Filings in HRTG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,972 | 229 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,118 | 195 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,705 | 195 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,910 | 195 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,561 | 223 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,811 | 195 | Shares | Sole | 2025-04-08 | |
| 2024-09-30 | $195 | 16 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||