Optimize Financial Inc
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 2033266
LAGUNA HILLS, CA
Position in HRTG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$465,202
New position
Shares Held
17,722
first reported quarter
Ownership
0.060%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Optimize Financial Inc holds $4,118,803 across 10 Insurance - Property & Casualty names. HRTG ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIZ |
Assurant, Inc.
|
2,137 | $465,459 | |
| 2 | AFG |
American Financial Group Inc
|
3,643 | $465,247 | |
| 3 | HRTG |
Heritage Insurance Holdings, Inc.
This page
|
17,722 | $465,202 | |
| 4 | ALL |
Allstate Corp
|
2,243 | $465,063 | |
| 5 | KMPR |
KEMPER Corp
|
14,990 | $458,094 | |
| 6 | TRV |
Travelers Companies, Inc.
|
1,555 | $453,562 | |
| 7 | CINF |
Cincinnati Financial Corp
|
2,880 | $453,168 | |
| 8 | SIGI |
Selective Insurance Group Inc
|
5,948 | $448,419 |
All Filings in HRTG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $465,202 | 17,722 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||