WELLS FARGO & COMPANY/MN
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 72971
SAN FRANCISCO, CA
Position in HRTG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$552,922
+$293,494 QoQ
Shares Held
21,201
+114.5% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 184 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $2,561,205,380 across 43 Insurance - Property & Casualty names. HRTG ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
3,852,983 | $1,312,865,426 | |
| 2 | WRB |
Berkley W R Corp
|
3,720,958 | $262,439,165 | |
| 3 | PGR |
Progressive Corp/Oh/
|
1,166,409 | $254,802,044 | |
| 4 | TRV |
Travelers Companies, Inc.
|
732,022 | $241,655,101 | |
| 5 | MKL |
Markel Group Inc.
|
59,018 | $115,262,742 | |
| 6 | ALL |
Allstate Corp
|
434,349 | $103,348,999 | |
| 7 | CINF |
Cincinnati Financial Corp
|
239,095 | $44,266,046 | |
| 8 | RLI |
Rli Corp
|
705,393 | $41,667,562 |
All Filings in HRTG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,922 | 21,201 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $259,428 | 9,883 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,458,990 | 49,863 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $863,673 | 34,300 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $562,820 | 22,567 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $197,870 | 13,722 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $162,369 | 13,419 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $139,058 | 11,361 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $77,249 | 10,911 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $11,277 | 1,059 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $88,573 | 13,585 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $6,477 | 998 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,934 | 1,022 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $3,120 | 1,013 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,819 | 1,011 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $753,914 | 333,591 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $854,316 | 323,605 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,387,337 | 334,361 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $142,931 | 24,308 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $138,671 | 20,363 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $139,921 | 16,308 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $381,095 | 34,395 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $720,515 | 71,127 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $708,144 | 69,975 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $896,636 | 68,498 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $610,232 | 56,978 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||