BANK OF AMERICA CORP /DE/
BankPosition in HRTG — Heritage Insurance Holdings, Inc.
CIK 70858
CHARLOTTE, NC
Position in HRTG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,069,780
+$959,194 QoQ
Shares Held
232,737
+19.5% QoQ
Ownership
0.783%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 184 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, 2026BANK OF AMERICA CORP /DE/ holds $8,243,916,026 across 41 Insurance - Property & Casualty names. HRTG ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
12,278,975 | $2,682,342,083 | |
| 2 | CB |
Chubb Ltd
|
4,534,497 | $1,545,084,505 | |
| 3 | ALL |
Allstate Corp
|
5,927,387 | $1,410,362,459 | |
| 4 | TRV |
Travelers Companies, Inc.
|
2,823,646 | $932,142,015 | |
| 5 | CINF |
Cincinnati Financial Corp
|
1,879,069 | $347,890,832 | |
| 6 | AIZ |
Assurant, Inc.
|
1,004,116 | $269,635,268 | |
| 7 | MKL |
Markel Group Inc.
|
118,590 | $231,607,452 | |
| 8 | WRB |
Berkley W R Corp
|
2,849,413 | $200,969,096 |
All Filings in HRTG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,069,780 | 232,737 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,110,586 | 194,689 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $2,959,384 | 101,141 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,685,494 | 146,366 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $2,094,659 | 83,988 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $689,087 | 47,787 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $467,822 | 38,663 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $604,483 | 49,386 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $176,638 | 24,949 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $215,534 | 20,238 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $250,555 | 38,429 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6 | 1 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $28,777 | 7,475 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $22,098 | 7,175 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,532 | 6,407 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $183,413 | 81,157 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $57,301 | 21,706 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $273,174 | 38,260 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $376,240 | 63,987 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $210,718 | 30,943 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $273,064 | 31,826 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $579,615 | 52,312 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,585,120 | 156,478 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $473,989 | 46,837 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,076,899 | 82,269 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $698,610 | 65,230 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||