Sanctuary Advisors, LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1777271
INDIANAPOLIS, IN
Position in HRTG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,607,366
-$374,150 QoQ
Shares Held
61,233
-9.6% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Sanctuary Advisors, LLC holds $65,007,843 across 14 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
82,800 | $28,213,272 | |
| 2 | PGR |
Progressive Corp/Oh/
|
76,937 | $16,806,887 | |
| 3 | CINF |
Cincinnati Financial Corp
|
31,916 | $5,908,928 | |
| 4 | MKL |
Markel Group Inc.
|
2,369 | $4,626,680 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
10,340 | $2,214,000 | |
| 6 | MCY |
Mercury General Corp
|
14,286 | $1,523,173 | |
| 7 | L |
Loews Corp
|
12,682 | $1,435,729 | |
| 8 | RLI |
Rli Corp
|
20,299 | $1,199,061 |
All Filings in HRTG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,607,366 | 61,233 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,981,516 | 67,721 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,509,339 | 59,942 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $1,360,651 | 54,557 | Shares | Sole | 2026-01-06 | |
| No filing history on record for this holder in this stock. | ||||||