Moran Wealth Management, LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1965334
Naples, FL
Position in HRTG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$289,038
+$31,633 QoQ
Shares Held
11,011
+6.7% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 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 Mar 31, 2026Moran Wealth Management, LLC holds $32,467,183 across 6 Insurance - Property & Casualty names. HRTG ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
107,653 | $21,341,130 | |
| 2 | HCI |
HCI Group, Inc.
|
31,898 | $4,931,748 | |
| 3 | L |
Loews Corp
|
33,601 | $3,586,569 | |
| 4 | PLMR |
Palomar Holdings, Inc.
|
17,693 | $2,114,313 | |
| 5 | HRTG |
Heritage Insurance Holdings, Inc.
This page
|
11,011 | $289,038 | |
| 6 | UFCS |
United Fire Group Inc
|
5,515 | $204,385 |
All Filings in HRTG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $289,038 | 11,011 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $257,405 | 10,321 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||