Position in HRTG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,625
+$1,447 QoQ
Shares Held
139
+67.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#168
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, 2026WealthCollab, LLC holds $158,166 across 7 Insurance - Property & Casualty names. HRTG ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
392 | $93,271 | |
| 2 | TRV |
Travelers Companies, Inc.
|
65 | $21,457 | |
| 3 | ORI |
Old Republic International Corp
|
485 | $19,846 | |
| 4 | SLDE |
Slide Insurance Holdings, Inc.
|
707 | $13,694 | |
| 5 | CNA |
Cna Financial Corp
|
80 | $3,888 | |
| 6 | HRTG |
Heritage Insurance Holdings, Inc.
This page
|
139 | $3,625 | |
| 7 | CB |
Chubb Ltd
|
7 | $2,385 |
All Filings in HRTG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,625 | 139 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $2,178 | 83 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,189 | 109 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $2,089 | 83 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,070 | 83 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,196 | 83 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||