Position in HRTG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,004,299
-$118,983 QoQ
Shares Held
76,852
-5.0% QoQ
Ownership
0.258%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 184 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $7,048,903,851 across 43 Insurance - Property & Casualty names. HRTG ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
10,295,927 | $2,249,145,240 | |
| 2 | CB |
Chubb Ltd
|
4,176,382 | $1,423,060,393 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,112,602 | $1,027,532,161 | |
| 4 | L |
Loews Corp
|
8,149,382 | $922,591,532 | |
| 5 | LMND |
Lemonade, Inc.
|
5,392,829 | $350,803,521 | |
| 6 | ALL |
Allstate Corp
|
1,085,549 | $258,295,523 | |
| 7 | WRB |
Berkley W R Corp
|
2,154,477 | $151,955,255 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
455,789 | $150,323,763 |
All Filings in HRTG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,004,299 | 76,852 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,123,282 | 80,887 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,479,111 | 84,727 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,645,889 | 65,365 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $3,513,521 | 140,879 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $172,347 | 11,952 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $126,723 | 10,473 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,946,220 | 159,005 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $69,617 | 9,833 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $246,494 | 23,145 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $109,705 | 16,826 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $9,604 | 1,480 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $14,125 | 3,669 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,635 | 1,505 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $278 | 155 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $13,136 | 5,813 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $27,717 | 10,499 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $177,142 | 24,810 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $203,022 | 34,528 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $1,343,713 | 197,315 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,778,564 | 207,292 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,766,453 | 249,680 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,510,598 | 247,838 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $2,197,588 | 217,153 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,330,595 | 178,044 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,822,874 | 170,203 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||