Bleakley Financial Group, LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1936953
PARSIPPANY, NJ
Position in HRTG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$295,233
New position
Shares Held
11,247
first reported quarter
Ownership
0.037%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Bleakley Financial Group, LLC holds $16,195,395 across 8 Insurance - Property & Casualty names. HRTG ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
11,709 | $3,816,314 | |
| 2 | PGR |
Progressive Corp/Oh/
|
18,858 | $3,738,409 | |
| 3 | TRV |
Travelers Companies, Inc.
|
10,938 | $3,190,395 | |
| 4 | KINS |
Kingstone Companies, Inc.
|
201,855 | $2,941,027 | |
| 5 | WRB |
Berkley W R Corp
|
22,589 | $1,497,198 | |
| 6 | PRA |
Proassurance Corp
|
18,366 | $454,007 | |
| 7 | HRTG |
Heritage Insurance Holdings, Inc.
This page
|
11,247 | $295,233 | |
| 8 | BOW |
Bowhead Specialty Holdings Inc.
|
11,717 | $262,812 |
All Filings in HRTG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $295,233 | 11,247 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||