Larson Financial Group LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1731061
ST LOUIS, MO
Position in HRTG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$71,615
+$55,892 QoQ
Shares Held
2,746
+358.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#139
of 187 holders
Holding Since
Jun 2025
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, 2026Larson Financial Group LLC holds $11,378,999 across 37 Insurance - Property & Casualty names. HRTG ranks #15 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
18,483 | $3,421,942 | |
| 2 | CB |
Chubb Ltd
|
8,738 | $2,977,386 | |
| 3 | ALL |
Allstate Corp
|
4,470 | $1,063,591 | |
| 4 | TRV |
Travelers Companies, Inc.
|
2,296 | $757,955 | |
| 5 | AFG |
American Financial Group Inc
|
4,845 | $678,009 | |
| 6 | RLI |
Rli Corp
|
10,957 | $647,229 | |
| 7 | PGR |
Progressive Corp/Oh/
|
2,338 | $510,736 | |
| 8 | BOW |
Bowhead Specialty Holdings Inc.
|
10,165 | $304,238 |
All Filings in HRTG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,615 | 2,746 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,723 | 599 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,376 | 423 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,068 | 241 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,840 | 154 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||