DRIVE WEALTH MANAGEMENT, LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1952781
LEHI, UT
Position in HRTG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$208,926
New position
Shares Held
8,011
first reported quarter
Ownership
0.027%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#128
of 187 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026DRIVE WEALTH MANAGEMENT, LLC holds $5,883,457 across 8 Insurance - Property & Casualty names. HRTG ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
7,476 | $1,633,131 | |
| 2 | CB |
Chubb Ltd
|
3,148 | $1,072,649 | |
| 3 | RLI |
Rli Corp
|
17,407 | $1,028,231 | |
| 4 | TRV |
Travelers Companies, Inc.
|
2,117 | $698,863 | |
| 5 | BOW |
Bowhead Specialty Holdings Inc.
|
22,510 | $673,724 | |
| 6 | ALL |
Allstate Corp
|
1,314 | $312,652 | |
| 7 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
4,375 | $255,281 | |
| 8 | HRTG |
Heritage Insurance Holdings, Inc.
This page
|
8,011 | $208,926 |
All Filings in HRTG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,926 | 8,011 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||