Silver Grove Financial Group, Inc.
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 2111172
ORCHARD PARK, NY
Position in HRTG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,230
New position
Shares Held
584
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#151
of 182 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Silver Grove Financial Group, Inc. holds $604,470 across 31 Insurance - Property & Casualty names. HRTG ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
866 | $189,177 | |
| 2 | CB |
Chubb Ltd
|
459 | $156,399 | |
| 3 | TRV |
Travelers Companies, Inc.
|
207 | $68,334 | |
| 4 | ALL |
Allstate Corp
|
141 | $33,549 | |
| 5 | RLI |
Rli Corp
|
437 | $25,813 | |
| 6 | L |
Loews Corp
|
139 | $15,736 | |
| 7 | HRTG |
Heritage Insurance Holdings, Inc.
This page
|
584 | $15,230 | |
| 8 | ACIC |
AMERICAN COASTAL INSURANCE Corp
|
1,204 | $13,364 |
All Filings in HRTG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,230 | 584 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||