Truvestments Capital LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1750405
SARASOTA, FL
Position in HRTG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,211
+$6,411 QoQ
Shares Held
890
+39.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 187 holders
Holding Since
Sep 2025
4 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, 2026Truvestments Capital LLC holds $1,658,803 across 10 Insurance - Property & Casualty names. HRTG ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
4,875 | $902,557 | |
| 2 | ALL |
Allstate Corp
|
2,141 | $509,429 | |
| 3 | THG |
Hanover Insurance Group, Inc.
|
459 | $98,281 | |
| 4 | CB |
Chubb Ltd
|
218 | $74,281 | |
| 5 | HRTG |
Heritage Insurance Holdings, Inc.
This page
|
890 | $23,211 | |
| 6 | L |
Loews Corp
|
128 | $14,490 | |
| 7 | MKL |
Markel Group Inc.
|
7 | $13,671 | |
| 8 | ORI |
Old Republic International Corp
|
304 | $12,439 |
All Filings in HRTG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,211 | 890 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $16,800 | 640 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $18,726 | 640 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,072 | 400 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||