HSBC HOLDINGS PLC

Position in HRTG — Heritage Insurance Holdings, Inc.

CIK 873630 LONDON, X0

Position in HRTG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$269,249

+$239,821 QoQ

Shares Held

10,324

-7.4% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#119

of 184 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HSBC HOLDINGS PLC holds $1,462,568,655 across 30 Insurance - Property & Casualty names. HRTG ranks #27 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	1,418,642	$309,902,340
2	CB	Chubb Ltd	853,553	$290,839,643
3	TRV	Travelers Companies, Inc.	807,548	$266,587,742
4	ALL	Allstate Corp	905,537	$215,463,471
5	CINF	Cincinnati Financial Corp	537,417	$99,497,381
6	WRB	Berkley W R Corp	1,110,733	$78,339,995
7	L	Loews Corp	630,332	$71,359,882
8	MKL	Markel Group Inc.	33,966	$66,335,934

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,249	10,324	-7.4%	Shares	Defined	2026-08-14
2022-06-30	$29,428	11,147	-22.1%	Shares	Defined	2022-08-11
2022-03-31	$102,123	14,303	+0.0%	Shares	Defined	2022-05-16
2021-12-31	$84,078	14,299	-33.9%	Shares	Defined	2022-02-11
2021-09-30	$147,239	21,621	-20.9%	Shares	Defined	2021-11-12
2021-06-30	$234,671	27,351	-22.4%	Shares	Defined	2021-08-13
2021-03-31	$390,326	35,228	-24.4%	Shares	Defined	2021-05-14
2020-12-31	$472,118	46,606	+54.1%	Shares	Defined	2021-02-25
2020-09-30	$306,018	30,239	-4.1%	Shares	Defined	2020-11-12
2020-06-30	$412,950	31,547	-0.3%	Shares	Defined	2020-08-14
2020-03-31	$338,746	31,629	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.