Farther Finance Advisors, LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1992825
SAN FRANCISCO, CA
Position in HRTG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,259
+$1,876 QoQ
Shares Held
240
+43.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#162
of 184 holders
Holding Since
Mar 2025
6 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, 2026Farther Finance Advisors, LLC holds $26,161,046 across 42 Insurance - Property & Casualty names. HRTG ranks #30 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
22,569 | $7,690,161 | |
| 2 | TRV |
Travelers Companies, Inc.
|
11,246 | $3,712,529 | |
| 3 | ALL |
Allstate Corp
|
13,049 | $3,104,879 | |
| 4 | PGR |
Progressive Corp/Oh/
|
13,334 | $2,912,812 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
|
723 | $1,499,060 | |
| 6 | CINF |
Cincinnati Financial Corp
|
7,363 | $1,363,185 | |
| 7 | WRB |
Berkley W R Corp
|
16,610 | $1,171,503 | |
| 8 | ORI |
Old Republic International Corp
|
19,085 | $780,958 |
All Filings in HRTG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,259 | 240 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,383 | 167 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $9,568 | 327 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,971 | 118 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,421 | 57 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $821 | 57 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||