Sound Capital Solutions LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 2033735
NAPLES, FL
Position in HRTG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$460,598
New position
Shares Held
17,661
first reported quarter
Ownership
0.059%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#93
of 184 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Sound Capital Solutions LLC holds $4,522,082 across 9 Insurance - Property & Casualty names. HRTG ranks #7 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SIGI |
Selective Insurance Group Inc
|
5,928 | $575,075 | |
| 2 | AIZ |
Assurant, Inc.
|
2,130 | $571,968 | |
| 3 | ALL |
Allstate Corp
|
2,236 | $532,033 | |
| 4 | CINF |
Cincinnati Financial Corp
|
2,870 | $531,351 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,550 | $511,686 | |
| 6 | AFG |
American Financial Group Inc
|
3,631 | $508,122 | |
| 7 | HRTG |
Heritage Insurance Holdings, Inc.
This page
|
17,661 | $460,598 | |
| 8 | TRUP |
Trupanion, Inc.
|
17,300 | $428,521 |
All Filings in HRTG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,598 | 17,661 | Shares | Other | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||