Position in HRTG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$445,968
-$10,782 QoQ
Shares Held
17,100
-1.7% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 184 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $557,169,328 across 24 Insurance - Property & Casualty names. HRTG ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
871,924 | $297,099,380 | |
| 2 | PGR |
Progressive Corp/Oh/
|
275,475 | $60,177,510 | |
| 3 | TRV |
Travelers Companies, Inc.
|
140,430 | $46,358,749 | |
| 4 | ALL |
Allstate Corp
|
187,346 | $44,577,104 | |
| 5 | WRB |
Berkley W R Corp
|
620,960 | $43,796,306 | |
| 6 | CINF |
Cincinnati Financial Corp
|
90,208 | $16,701,106 | |
| 7 | RLI |
Rli Corp
|
228,443 | $13,494,125 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
26,252 | $8,658,171 |
All Filings in HRTG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,968 | 17,100 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $456,750 | 17,400 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $522,261 | 17,849 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $462,934 | 18,385 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $467,001 | 18,725 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $789,639 | 54,760 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $687,582 | 56,825 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $675,464 | 55,185 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $485,581 | 68,585 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $745,872 | 70,035 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $470,972 | 72,235 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $480,811 | 74,085 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $311,580 | 80,930 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $260,306 | 84,515 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $151,650 | 84,250 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $206,112 | 91,200 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $249,854 | 94,642 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $715,071 | 100,150 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $523,772 | 89,077 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $969,437 | 142,355 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,883,781 | 219,555 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,819,003 | 164,170 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,166,976 | 115,200 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,573,761 | 155,510 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,183,215 | 166,785 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,871,947 | 174,785 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||