Rockefeller Capital Management L.P.
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1739439
NEW YORK, NY
Position in HRTG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,876
-$5,570 QoQ
Shares Held
187
-53.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#169
of 187 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $300,306,093 across 35 Insurance - Property & Casualty names. HRTG ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
279,342 | $95,182,990 | |
| 2 | ALL |
Allstate Corp
|
231,771 | $55,147,588 | |
| 3 | PGR |
Progressive Corp/Oh/
|
235,013 | $51,338,588 | |
| 4 | CINF |
Cincinnati Financial Corp
|
120,124 | $22,239,754 | |
| 5 | WRB |
Berkley W R Corp
|
265,691 | $18,739,184 | |
| 6 | STC |
Stewart Information Services Corp
|
277,877 | $18,345,438 | |
| 7 | TRV |
Travelers Companies, Inc.
|
46,976 | $15,507,715 | |
| 8 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
219,378 | $12,800,704 |
All Filings in HRTG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,876 | 187 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,446 | 398 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,311 | 79 | Shares | Defined | 2026-03-17 | |
| No filing history on record for this holder in this stock. | ||||||