Keating Financial Advisory Services, Inc.
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 2103443
MANHATTAN, KS
Position in HRTG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$78
+$20 QoQ
Shares Held
3
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 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, 2026Keating Financial Advisory Services, Inc. holds $954,794 across 31 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
1,466 | $348,820 | |
| 2 | PGR |
Progressive Corp/Oh/
|
478 | $104,419 | |
| 3 | CB |
Chubb Ltd
|
306 | $104,266 | |
| 4 | TRV |
Travelers Companies, Inc.
|
286 | $94,414 | |
| 5 | MKL |
Markel Group Inc.
|
28 | $54,684 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
21 | $43,541 | |
| 7 | AFG |
American Financial Group Inc
|
298 | $41,702 | |
| 8 | L |
Loews Corp
|
249 | $28,189 |
All Filings in HRTG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78 | 3 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $58 | 2 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||