EverSource Wealth Advisors, LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in HRTG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,062
-$9,117 QoQ
Shares Held
501
-40.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#158
of 187 holders
Holding Since
Dec 2021
8 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, 2026EverSource Wealth Advisors, LLC holds $20,122,308 across 42 Insurance - Property & Casualty names. HRTG ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
66,007 | $14,419,224 | |
| 2 | CB |
Chubb Ltd
|
5,695 | $1,940,507 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,280 | $752,668 | |
| 4 | ALL |
Allstate Corp
|
2,227 | $529,887 | |
| 5 | WRB |
Berkley W R Corp
|
3,936 | $277,600 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,413 | $261,598 | |
| 7 | L |
Loews Corp
|
2,207 | $249,850 | |
| 8 | ORI |
Old Republic International Corp
|
6,097 | $249,485 |
All Filings in HRTG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,062 | 501 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $22,179 | 845 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $34,786 | 1,189 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $21,628 | 859 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $23,043 | 924 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,137 | 287 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,694 | 140 | Shares | Sole | 2025-02-10 | |
| 2021-12-31 | $2,428 | 413 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||