Position in HRTG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$495
-$3 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#180
of 187 holders
Holding Since
Jun 2025
5 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, 2026Avion Wealth holds $206,091 across 18 Insurance - Property & Casualty names. HRTG ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
281 | $66,861 | |
| 2 | CB |
Chubb Ltd
|
125 | $42,592 | |
| 3 | PGR |
Progressive Corp/Oh/
|
141 | $30,801 | |
| 4 | TRV |
Travelers Companies, Inc.
|
67 | $22,118 | |
| 5 | L |
Loews Corp
|
95 | $10,754 | |
| 6 | CINF |
Cincinnati Financial Corp
|
38 | $7,035 | |
| 7 | LMND |
Lemonade, Inc.
|
100 | $6,505 | |
| 8 | WRB |
Berkley W R Corp
|
78 | $5,501 |
All Filings in HRTG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495 | 19 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $498 | 19 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $555 | 19 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $478 | 19 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $473 | 19 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||