Position in HRTG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$849,529
-$389,471 QoQ
Shares Held
32,574
-31.0% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#75
of 187 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026NAVELLIER & ASSOCIATES INC holds $1,506,468 across 2 Insurance - Property & Casualty names. HRTG ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRTG |
Heritage Insurance Holdings, Inc.
This page
|
32,574 | $849,529 | |
| 2 | LMND |
Lemonade, Inc.
|
10,099 | $656,939 |
All Filings in HRTG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $849,529 | 32,574 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,239,000 | 47,200 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $914,609 | 31,258 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,071,685 | 42,561 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $725,878 | 29,105 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||