Position in HRTG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,546
-$102 QoQ
Shares Held
136
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#169
of 184 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026True Wealth Design, LLC holds $1,199,919 across 33 Insurance - Property & Casualty names. HRTG ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
920 | $313,480 | |
| 2 | TRV |
Travelers Companies, Inc.
|
607 | $200,382 | |
| 3 | THG |
Hanover Insurance Group, Inc.
|
548 | $117,337 | |
| 4 | ALL |
Allstate Corp
|
317 | $75,426 | |
| 5 | PGR |
Progressive Corp/Oh/
|
268 | $58,544 | |
| 6 | ORI |
Old Republic International Corp
|
1,370 | $56,060 | |
| 7 | MKL |
Markel Group Inc.
|
21 | $41,013 | |
| 8 | WRB |
Berkley W R Corp
|
561 | $39,567 |
All Filings in HRTG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,546 | 136 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,648 | 139 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,067 | 139 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,500 | 139 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,317 | 133 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $1,464 | 121 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,738 | 142 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||