Position in HRTG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$634,813
-$30,335 QoQ
Shares Held
24,341
-3.9% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 187 holders
Holding Since
Mar 2020
26 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, 2026BARCLAYS PLC holds $1,759,268,000 across 43 Insurance - Property & Casualty names. HRTG ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,475,852 | $502,881,809 | |
| 2 | PGR |
Progressive Corp/Oh/
|
1,784,101 | $389,736,861 | |
| 3 | TRV |
Travelers Companies, Inc.
|
980,089 | $323,546,978 | |
| 4 | ALL |
Allstate Corp
|
510,053 | $121,362,009 | |
| 5 | WRB |
Berkley W R Corp
|
1,440,408 | $101,591,975 | |
| 6 | CINF |
Cincinnati Financial Corp
|
473,566 | $87,676,007 | |
| 7 | L |
Loews Corp
|
368,189 | $41,682,675 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
105,254 | $34,713,820 |
All Filings in HRTG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,813 | 24,341 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $665,148 | 25,339 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,861,287 | 63,612 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,408,518 | 55,938 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $1,536,428 | 61,605 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $652,389 | 45,242 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $550,610 | 45,505 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $503,492 | 41,135 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $360,230 | 50,880 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $720,738 | 67,675 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $644,267 | 98,814 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $382,546 | 58,944 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $134,819 | 35,018 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $149,136 | 48,421 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $87,157 | 48,421 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $112,167 | 49,632 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $130,988 | 49,617 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $418,653 | 58,635 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $504,474 | 85,795 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $442,874 | 65,033 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $466,202 | 54,336 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $842,224 | 76,013 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $675,345 | 66,668 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $476,135 | 47,049 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $651,816 | 49,795 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $176,115 | 16,444 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||