AMERIPRISE FINANCIAL INC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 820027
MINNEAPOLIS, MN
Position in HRTG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,864,094
-$1,822,901 QoQ
Shares Held
71,476
-49.1% QoQ
Ownership
0.240%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 187 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $3,179,613,168 across 35 Insurance - Property & Casualty names. HRTG ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
5,367,693 | $1,828,987,710 | |
| 2 | ALL |
Allstate Corp
|
2,029,241 | $482,837,599 | |
| 3 | PGR |
Progressive Corp/Oh/
|
870,553 | $190,172,301 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
699,163 | $149,704,779 | |
| 5 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
1,612,263 | $94,075,544 | |
| 6 | AFG |
American Financial Group Inc
|
568,157 | $79,507,890 | |
| 7 | TRV |
Travelers Companies, Inc.
|
196,534 | $64,879,801 | |
| 8 | CINF |
Cincinnati Financial Corp
|
219,084 | $40,561,208 |
All Filings in HRTG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,864,094 | 71,476 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,686,995 | 140,457 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,520,084 | 154,480 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,877,643 | 153,997 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,974,899 | 239,571 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,223,053 | 362,209 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,657,870 | 384,948 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,224,381 | 263,430 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $364,195 | 51,440 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $537,207 | 50,442 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,171,018 | 179,604 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,342,956 | 206,927 | Shares | Defined | 2023-11-14 | |
| 2021-12-31 | $5,431,020 | 923,643 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,651,638 | 829,903 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,776,080 | 789,753 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,953,741 | 627,594 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,376,379 | 629,455 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,100,366 | 602,803 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $7,117,072 | 543,703 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,497,592 | 513,314 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||