Corient Private Wealth LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1948780
MIAMI, FL
Position in HRTG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,120,214
New position
Shares Held
42,953
first reported quarter
Ownership
0.144%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 184 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 15%
Shared 0%
None 85%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $531,578,481 across 28 Insurance - Property & Casualty names. HRTG ranks #21 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
670,755 | $228,553,058 | |
| 2 | PGR |
Progressive Corp/Oh/
|
484,554 | $105,850,821 | |
| 3 | ALL |
Allstate Corp
|
252,378 | $60,050,821 | |
| 4 | TRV |
Travelers Companies, Inc.
|
154,685 | $51,064,612 | |
| 5 | CINF |
Cincinnati Financial Corp
|
66,342 | $12,282,557 | |
| 6 | WRB |
Berkley W R Corp
|
129,151 | $9,109,020 | |
| 7 | L |
Loews Corp
|
78,999 | $8,943,476 | |
| 8 | AIZ |
Assurant, Inc.
|
33,284 | $8,937,752 |
All Filings in HRTG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,120,214 | 42,953 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||