HARBOUR INVESTMENTS, INC.
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 810121
MADISON, WI
Position in HRTG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$31,974
-$13,123 QoQ
Shares Held
1,226
-28.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#146
of 187 holders
Holding Since
Mar 2021
6 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, 2026HARBOUR INVESTMENTS, INC. holds $9,837,974 across 23 Insurance - Property & Casualty names. HRTG ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,791 | $2,995,445 | |
| 2 | ALL |
Allstate Corp
|
9,861 | $2,346,326 | |
| 3 | TRV |
Travelers Companies, Inc.
|
6,518 | $2,151,722 | |
| 4 | CINF |
Cincinnati Financial Corp
|
4,616 | $854,606 | |
| 5 | PGR |
Progressive Corp/Oh/
|
3,430 | $749,283 | |
| 6 | MKL |
Markel Group Inc.
|
128 | $249,985 | |
| 7 | AIZ |
Assurant, Inc.
|
387 | $103,921 | |
| 8 | CNA |
Cna Financial Corp
|
1,842 | $89,539 |
All Filings in HRTG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,974 | 1,226 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $45,097 | 1,718 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,742 | 1,700 | Shares | Sole | 2026-02-09 | |
| 2021-09-30 | $1,246 | 183 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $943 | 110 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,185 | 107 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||