Atlantic Union Bankshares Corp
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 883948
GLEN ALLEN, VA
Position in HRTG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$49,734
-$324 QoQ
Shares Held
1,907
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#139
of 184 holders
Holding Since
Mar 2026
2 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, 2026Atlantic Union Bankshares Corp holds $18,579,415 across 16 Insurance - Property & Casualty names. HRTG ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
11,079 | $3,775,055 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
|
1,765 | $3,659,533 | |
| 3 | TRV |
Travelers Companies, Inc.
|
10,085 | $3,329,258 | |
| 4 | MKL |
Markel Group Inc.
|
1,298 | $2,535,005 | |
| 5 | ORI |
Old Republic International Corp
|
56,672 | $2,319,018 | |
| 6 | ALL |
Allstate Corp
|
4,592 | $1,092,619 | |
| 7 | PGR |
Progressive Corp/Oh/
|
4,686 | $1,023,655 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
1,040 | $343,002 |
All Filings in HRTG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,734 | 1,907 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $50,058 | 1,907 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||