Freestone Grove Partners LP
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 2007591
San Francisco, CA
Position in HRTG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$449,697
New position
Shares Held
17,243
first reported quarter
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 187 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Freestone Grove Partners LP holds $287,845,990 across 15 Insurance - Property & Casualty names. HRTG ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLMR |
Palomar Holdings, Inc.
|
622,335 | $78,656,920 | |
| 2 | CB |
Chubb Ltd
|
141,457 | $48,200,058 | |
| 3 | TRV |
Travelers Companies, Inc.
|
135,584 | $44,758,990 | |
| 4 | PGR |
Progressive Corp/Oh/
|
171,841 | $37,538,666 | |
| 5 | HCI |
HCI Group, Inc.
|
175,557 | $30,766,364 | |
| 6 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
362,333 | $21,142,130 | |
| 7 | AFG |
American Financial Group Inc
|
103,013 | $14,415,639 | |
| 8 | AII |
American Integrity Insurance Group, Inc.
|
491,272 | $9,250,651 |
All Filings in HRTG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,697 | 17,243 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||