JACOBS LEVY EQUITY MANAGEMENT, INC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 884414
FLORHAM PARK, NJ
Position in HRTG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,809,250
-$606,152 QoQ
Shares Held
337,778
-5.8% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#14
of 184 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $197,354,552 across 20 Insurance - Property & Casualty names. HRTG ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SIGI |
Selective Insurance Group Inc
|
600,650 | $58,269,056 | |
| 2 | CNA |
Cna Financial Corp
|
428,968 | $20,852,134 | |
| 3 | KMPR |
KEMPER Corp
|
694,347 | $18,719,595 | |
| 4 | MCY |
Mercury General Corp
|
165,979 | $17,696,680 | |
| 5 | HCI |
HCI Group, Inc.
|
89,832 | $15,743,058 | |
| 6 | UVE |
Universal Insurance Holdings, Inc.
|
328,726 | $13,596,107 | |
| 7 | PGR |
Progressive Corp/Oh/
|
57,245 | $12,505,170 | |
| 8 | HRTG |
Heritage Insurance Holdings, Inc.
This page
|
337,778 | $8,809,250 |
All Filings in HRTG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,809,250 | 337,778 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,415,402 | 358,682 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,057,949 | 343,744 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,677,125 | 424,032 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $11,592,610 | 464,820 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,253,750 | 503,034 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,799,369 | 644,576 | Shares | Sole | 2025-02-14 | |
| 2022-06-30 | $533,932 | 202,247 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,883,781 | 263,835 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,557,512 | 264,883 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,841,090 | 270,351 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,323,017 | 270,748 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,499,869 | 225,620 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,222,998 | 219,447 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,687,446 | 265,558 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,647,528 | 278,650 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,985,948 | 278,800 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||