Physician Wealth Advisors, Inc.
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1795173
MIDVALE, UT
Position in HRTG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$912
-$6 QoQ
Shares Held
35
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#176
of 184 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, 2026Physician Wealth Advisors, Inc. holds $492,592 across 24 Insurance - Property & Casualty names. HRTG ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
425 | $144,814 | |
| 2 | TRV |
Travelers Companies, Inc.
|
246 | $81,209 | |
| 3 | ALL |
Allstate Corp
|
301 | $71,619 | |
| 4 | PGR |
Progressive Corp/Oh/
|
319 | $69,685 | |
| 5 | WRB |
Berkley W R Corp
|
518 | $36,534 | |
| 6 | RLI |
Rli Corp
|
279 | $16,480 | |
| 7 | MKL |
Markel Group Inc.
|
7 | $13,671 | |
| 8 | CINF |
Cincinnati Financial Corp
|
60 | $11,108 |
All Filings in HRTG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $912 | 35 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $918 | 35 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,024 | 35 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,913 | 76 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,895 | 76 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||