Position in HRTG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,829,012
-$274,413 QoQ
Shares Held
146,818
-6.1% QoQ
Ownership
0.494%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 187 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $3,613,230,293 across 30 Insurance - Property & Casualty names. HRTG ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
8,696,007 | $2,069,127,898 | |
| 2 | PGR |
Progressive Corp/Oh/
|
3,864,672 | $844,237,593 | |
| 3 | HMN |
Horace Mann Educators Corp /De/
|
3,026,656 | $156,326,779 | |
| 4 | CB |
Chubb Ltd
|
407,803 | $138,954,789 | |
| 5 | TRV |
Travelers Companies, Inc.
|
298,172 | $98,432,535 | |
| 6 | SIGI |
Selective Insurance Group Inc
|
689,202 | $66,859,484 | |
| 7 | CINF |
Cincinnati Financial Corp
|
217,516 | $40,270,908 | |
| 8 | MKL |
Markel Group Inc.
|
15,940 | $31,130,976 |
All Filings in HRTG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,829,012 | 146,818 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,103,425 | 156,321 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,660,932 | 90,941 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $2,047,535 | 81,316 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $875,068 | 35,087 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $213,905 | 14,834 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $497,563 | 41,121 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $163,550 | 13,362 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $533,074 | 75,293 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,704,016 | 347,795 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||