Position in HRTG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,019,177
+$2,535,724 QoQ
Shares Held
384,171
+34.8% QoQ
Ownership
1.29%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 184 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $9,331,264,581 across 44 Insurance - Property & Casualty names. HRTG ranks #32 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
9,313,526 | $2,034,539,747 | |
| 2 | CB |
Chubb Ltd
|
5,286,296 | $1,801,252,490 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,826,776 | $1,263,295,283 | |
| 4 | ALL |
Allstate Corp
|
3,666,312 | $872,362,272 | |
| 5 | MKL |
Markel Group Inc.
|
350,660 | $684,842,481 | |
| 6 | WRB |
Berkley W R Corp
|
8,252,790 | $582,069,271 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,912,381 | $354,058,209 | |
| 8 | L |
Loews Corp
|
2,418,752 | $273,826,907 |
All Filings in HRTG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,019,177 | 384,171 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,483,453 | 285,084 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,972,000 | 272,454 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $9,145,599 | 363,209 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $8,630,607 | 346,055 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,629,945 | 251,730 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,096,600 | 173,273 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,839,580 | 231,992 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,704,941 | 382,054 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,197,064 | 300,194 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,508,255 | 384,702 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,866,230 | 441,638 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,815,773 | 471,630 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $36,390 | 11,815 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,050 | 584 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $64,495 | 28,539 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $472,282 | 178,896 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $208,050 | 29,139 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $480,223 | 81,671 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $348,894 | 51,233 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $613,707 | 71,528 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $117,900 | 10,641 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $583,922 | 57,643 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $220,978 | 21,836 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $112,206 | 8,572 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $28,188 | 2,632 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||