Fortitude Family Office, LLC
Family OfficePosition in HRTG — Heritage Insurance Holdings, Inc.
CIK 1950506
SCOTTSDALE, AZ
Position in HRTG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,295
+$423 QoQ
Shares Held
88
+37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#173
of 187 holders
Holding Since
Jun 2025
3 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, 2026Fortitude Family Office, LLC holds $708,539 across 29 Insurance - Property & Casualty names. HRTG ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
711 | $242,266 | |
| 2 | TRV |
Travelers Companies, Inc.
|
253 | $83,520 | |
| 3 | WRB |
Berkley W R Corp
|
872 | $61,502 | |
| 4 | ALL |
Allstate Corp
|
234 | $55,677 | |
| 5 | PGR |
Progressive Corp/Oh/
|
190 | $41,505 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
20 | $41,467 | |
| 7 | L |
Loews Corp
|
255 | $28,868 | |
| 8 | CINF |
Cincinnati Financial Corp
|
124 | $22,957 |
All Filings in HRTG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,295 | 88 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $1,872 | 64 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $498 | 20 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||