Essential Partners LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 2136442
RANCHO SANTA FE, CA
Position in HRTG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,223
-$51,097 QoQ
Shares Held
392
-83.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#161
of 187 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Essential Partners LLC holds $2,224,880 across 39 Insurance - Property & Casualty names. HRTG ranks #19 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
3,190 | $1,086,960 | |
| 2 | TRV |
Travelers Companies, Inc.
|
832 | $274,659 | |
| 3 | MKL |
Markel Group Inc.
|
61 | $119,133 | |
| 4 | KMPR |
KEMPER Corp
|
4,108 | $110,751 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
317 | $104,549 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
415 | $88,859 | |
| 7 | AFG |
American Financial Group Inc
|
427 | $59,754 | |
| 8 | WRB |
Berkley W R Corp
|
761 | $53,673 |
All Filings in HRTG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,223 | 392 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $61,320 | 2,336 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $68,995 | 2,358 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $58,065 | 2,306 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $57,137 | 2,291 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||