Arkadios Wealth Advisors

Position in HRTG — Heritage Insurance Holdings, Inc.

CIK 1800798 ATLANTA, GA

Position in HRTG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,672,532

+$135,267 QoQ

Shares Held

140,818

+4.5% QoQ

Ownership

0.474%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#34

of 187 holders

Holding Since

Jun 2021

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Arkadios Wealth Advisors holds $18,163,417 across 12 Insurance - Property & Casualty names. HRTG ranks #1 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRTG	Heritage Insurance Holdings, Inc. This page	140,818	$3,672,532
2	ORI	Old Republic International Corp	71,041	$2,906,996
3	CB	Chubb Ltd	7,893	$2,689,459
4	ALL	Allstate Corp	10,168	$2,419,372
5	PGR	Progressive Corp/Oh/	10,042	$2,193,674
6	TRV	Travelers Companies, Inc.	5,966	$1,969,495
7	CINF	Cincinnati Financial Corp	3,555	$658,172
8	CNA	Cna Financial Corp	9,425	$458,148

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,672,532	140,818	+4.5%	Shares	Sole	2026-08-10
2026-03-31	$3,537,265	134,753	-1.8%	Shares	Sole	2026-05-18
2025-12-31	$4,016,402	137,266	+7.0%	Shares	Sole	2026-02-13
2025-09-30	$3,230,241	128,286	+10.7%	Shares	Sole	2025-10-29
2025-06-30	$2,890,270	115,889	-3.2%	Shares	Sole	2025-08-04
2025-03-31	$1,727,082	119,770	+7176.4%	Shares	Sole	2025-05-08
2021-09-30	$11,209	1,646	0.0%	Shares	Sole	2021-10-19
2021-06-30	$14,122	1,646	—	Shares	Sole	2021-07-28
No filing history on record for this holder in this stock.