Global Retirement Partners, LLC
PensionPosition in HRTG — Heritage Insurance Holdings, Inc.
CIK 1749744
San Rafael, CA
Position in HRTG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$22,063
+$16,124 QoQ
Shares Held
846
+316.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#153
of 187 holders
Holding Since
Jun 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, 2026Global Retirement Partners, LLC holds $14,742,891 across 35 Insurance - Property & Casualty names. HRTG ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
15,304 | $5,214,684 | |
| 2 | ALL |
Allstate Corp
|
10,273 | $2,444,357 | |
| 3 | TRV |
Travelers Companies, Inc.
|
5,389 | $1,779,016 | |
| 4 | PGR |
Progressive Corp/Oh/
|
6,695 | $1,462,522 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
3,816 | $817,081 | |
| 6 | CINF |
Cincinnati Financial Corp
|
3,187 | $590,041 | |
| 7 | ORI |
Old Republic International Corp
|
11,475 | $469,557 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
970 | $319,915 |
All Filings in HRTG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,063 | 846 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $5,939 | 203 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $100 | 4 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $99 | 4 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $157 | 13 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $48 | 4 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $28 | 4 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||