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State of Wyoming

Position in HRTG — Heritage Insurance Holdings, Inc.

CIK 1821626 CHEYENNE, WY

Position in HRTG

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$210,309
-$37,937 QoQ
Shares Held
8,064
-14.7% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#127
of 187 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HRTG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

State of Wyoming holds $6,202,637 across 19 Insurance - Property & Casualty names. HRTG ranks #12 (3.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in HRTG

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $210,309 8,064
2026-03-31 $248,246 9,457
2025-12-31 $271,181 9,268
2025-09-30 $332,980 13,224
2025-06-30 $686,598 27,530
2025-03-31 $428,749 29,733
2024-12-31 $52,393 4,330
2024-09-30 $81,371 6,648
2024-06-30 $14,138 1,997
2024-03-31 $428,353 40,221