Vise Technologies, Inc.
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1812090
NEW YORK, NY
Position in HRTG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$246,742
New position
Shares Held
9,461
first reported quarter
Ownership
0.032%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#123
of 187 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Vise Technologies, Inc. holds $33,712,994 across 19 Insurance - Property & Casualty names. HRTG ranks #16 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
43,044 | $14,666,812 | |
| 2 | PGR |
Progressive Corp/Oh/
|
25,767 | $5,628,801 | |
| 3 | AIZ |
Assurant, Inc.
|
8,922 | $2,395,824 | |
| 4 | ORI |
Old Republic International Corp
|
40,399 | $1,653,127 | |
| 5 | CINF |
Cincinnati Financial Corp
|
8,029 | $1,486,489 | |
| 6 | L |
Loews Corp
|
9,790 | $1,108,325 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
4,932 | $1,056,039 | |
| 8 | RLI |
Rli Corp
|
17,582 | $1,038,568 |
All Filings in HRTG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,742 | 9,461 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||