Position in HRTG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$493,929
-$300,133 QoQ
Shares Held
18,939
-37.4% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 187 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $142,952,208 across 18 Insurance - Property & Casualty names. HRTG ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
197,868 | $67,421,541 | |
| 2 | TRV |
Travelers Companies, Inc.
|
85,289 | $28,155,604 | |
| 3 | PGR |
Progressive Corp/Oh/
|
70,816 | $15,469,755 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
51,099 | $10,941,317 | |
| 5 | MCY |
Mercury General Corp
|
50,918 | $5,428,877 | |
| 6 | SIGI |
Selective Insurance Group Inc
|
27,629 | $2,680,289 | |
| 7 | ORI |
Old Republic International Corp
|
61,335 | $2,509,828 | |
| 8 | UFCS |
United Fire Group Inc
|
47,644 | $2,498,451 |
All Filings in HRTG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,929 | 18,939 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $794,062 | 30,250 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,277,081 | 43,646 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,052,297 | 41,791 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $991,290 | 39,747 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $414,228 | 28,726 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $303,068 | 25,047 | Shares | Other | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||