UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in HRTG — Heritage Insurance Holdings, Inc.

CIK 861177 NEW YORK, NY

Back to HRTG Full portfolio

Position in HRTG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$495,702

-$26,856 QoQ

Shares Held

19,007

-4.5% QoQ

Ownership

0.064%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#91

of 187 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 59% Shared 0% None 41%

Common Shares in HRTG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $3,912,095,328 across 42 Insurance - Property & Casualty names. HRTG ranks #35 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	6,784,205	$1,482,009,576
2	TRV	Travelers Companies, Inc.	2,504,288	$826,715,548
3	ALL	Allstate Corp	2,167,998	$515,853,438
4	CB	Chubb Ltd	689,209	$234,841,074
5	CINF	Cincinnati Financial Corp	1,013,600	$187,657,898
6	MKL	Markel Group Inc.	77,952	$152,241,031
7	WRB	Berkley W R Corp	2,041,622	$143,995,595
8	L	Loews Corp	1,204,563	$136,368,573

All Filings in HRTG

Export CSV

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$495,702	19,007	-4.5%	Shares	Defined	2026-08-13
2026-03-31	$522,558	19,907	+26.8%	Shares	Defined	2026-05-13
2025-12-31	$459,382	15,700	-19.8%	Shares	Sole	2026-02-13
2021-09-30	$133,230	19,564	0.0%	Shares	Defined	2021-11-15
2021-06-30	$167,859	19,564	0.0%	Shares	Defined	2021-08-16
2021-03-31	$216,769	19,564	0.0%	Shares	Defined	2021-05-14
2020-12-31	$198,183	19,564	0.0%	Shares	Defined	2021-03-01
2020-09-30	$197,987	19,564	0.0%	Shares	Defined	2020-11-13
2020-06-30	$256,092	19,564	-44.3%	Shares	Defined	2020-08-14
2020-03-31	$375,899	35,098	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.