Position in HRTG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,688,482
-$183,215 QoQ
Shares Held
103,086
-5.8% QoQ
Ownership
0.347%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 184 holders
Holding Since
Mar 2020
22 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, 2026CITIGROUP INC holds $936,381,671 across 42 Insurance - Property & Casualty names. HRTG ranks #24 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
560,615 | $191,023,954 | |
| 2 | PGR |
Progressive Corp/Oh/
|
854,180 | $186,595,620 | |
| 3 | TRV |
Travelers Companies, Inc.
|
434,188 | $143,334,141 | |
| 4 | ALL |
Allstate Corp
|
329,165 | $78,321,519 | |
| 5 | WRB |
Berkley W R Corp
|
709,852 | $50,065,860 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
145,874 | $48,110,702 | |
| 7 | CINF |
Cincinnati Financial Corp
|
258,827 | $47,919,229 | |
| 8 | AIZ |
Assurant, Inc.
|
132,025 | $35,452,672 |
All Filings in HRTG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,688,482 | 103,086 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $2,871,697 | 109,398 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,427,711 | 48,794 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,004,303 | 39,885 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $285,486 | 11,447 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $248,945 | 17,264 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $229,331 | 18,953 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $203,893 | 16,658 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $36,334 | 5,132 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $129,748 | 12,183 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $32,260 | 4,948 | Shares | Defined | 2024-02-09 | |
| 2022-12-31 | $4,386 | 2,437 | Shares | Defined | 2023-02-09 | |
| 2022-06-30 | $691 | 262 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $8,753 | 1,226 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $42,036 | 7,149 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $23,671 | 3,476 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $29,695 | 3,461 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $21,484 | 1,939 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $52,858 | 5,218 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $15,048 | 1,487 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $107,403 | 8,205 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $81,246 | 7,586 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||