Position in HRTG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,517
-$7,714 QoQ
Shares Held
595
-32.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#155
of 187 holders
Holding Since
Sep 2024
8 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, 2026Covestor Ltd holds $2,679,331 across 41 Insurance - Property & Casualty names. HRTG ranks #22 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRCH |
Porch Group, Inc.
|
59,111 | $889,029 | |
| 2 | ALL |
Allstate Corp
|
748 | $177,979 | |
| 3 | PLMR |
Palomar Holdings, Inc.
|
1,169 | $147,749 | |
| 4 | TRV |
Travelers Companies, Inc.
|
393 | $129,737 | |
| 5 | AIZ |
Assurant, Inc.
|
475 | $127,551 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
58 | $120,256 | |
| 7 | MKL |
Markel Group Inc.
|
54 | $105,462 | |
| 8 | SIGI |
Selective Insurance Group Inc
|
1,063 | $103,121 |
All Filings in HRTG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,517 | 595 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $23,231 | 885 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $26,421 | 903 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $40,841 | 1,622 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $78,137 | 3,133 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $40,130 | 2,783 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $23,607 | 1,951 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $20,465 | 1,672 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||