Smartleaf Asset Management LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 2010393
BOSTON, MA
Position in HRTG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,624
-$43 QoQ
Shares Held
254
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#164
of 187 holders
Holding Since
Dec 2025
3 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, 2026Smartleaf Asset Management LLC holds $10,225,530 across 35 Insurance - Property & Casualty names. HRTG ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
7,703 | $2,624,720 | |
| 2 | TRV |
Travelers Companies, Inc.
|
5,188 | $1,712,662 | |
| 3 | L |
Loews Corp
|
12,976 | $1,469,012 | |
| 4 | PGR |
Progressive Corp/Oh/
|
6,084 | $1,329,049 | |
| 5 | ALL |
Allstate Corp
|
3,998 | $951,284 | |
| 6 | ORI |
Old Republic International Corp
|
9,415 | $385,261 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,839 | $340,472 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
1,101 | $235,746 |
All Filings in HRTG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,624 | 254 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,667 | 254 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,719 | 298 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||