SIERRA SUMMIT ADVISORS LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 2012614
INCLINE VILLAGE, NV
Position in HRTG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$963,395
+$3,811 QoQ
Shares Held
36,940
-3.1% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#67
of 182 holders
Holding Since
Sep 2025
2 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, 2026SIERRA SUMMIT ADVISORS LLC holds $4,086,871 across 3 Insurance - Property & Casualty names. HRTG ranks #3 (23.6% of the industry book) .
All Filings in HRTG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $963,395 | 36,940 | Shares | Sole | 2026-07-20 | |
| 2025-09-30 | $959,584 | 38,109 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||