Triumph Capital Management
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1730765
DENVER, CO
Position in HRTG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$116,577
+$5,120 QoQ
Shares Held
4,470
+5.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#133
of 184 holders
Holding Since
Dec 2024
5 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, 2026Triumph Capital Management holds $1,119,630 across 12 Insurance - Property & Casualty names. HRTG ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,130 | $506,812 | |
| 2 | LMND |
Lemonade, Inc.
|
2,436 | $158,461 | |
| 3 | HRTG |
Heritage Insurance Holdings, Inc.
This page
|
4,470 | $116,577 | |
| 4 | SAFT |
Safety Insurance Group Inc
|
1,483 | $111,017 | |
| 5 | TRV |
Travelers Companies, Inc.
|
287 | $94,744 | |
| 6 | WRB |
Berkley W R Corp
|
592 | $41,753 | |
| 7 | HMN |
Horace Mann Educators Corp /De/
|
454 | $23,449 | |
| 8 | PGR |
Progressive Corp/Oh/
|
107 | $23,374 |
All Filings in HRTG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,577 | 4,470 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $111,457 | 4,246 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $112,475 | 3,844 | Shares | Sole | 2026-02-12 | |
| 2025-03-31 | $146,680 | 10,172 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $121,229 | 10,019 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||