Position in ORI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,138
+$153 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#587
of 653 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Heritage Wealth Advisors holds $52,605,426 across 11 Insurance - Property & Casualty names. ORI ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
169,958 | $37,127,325 | |
| 2 | MKL |
Markel Group Inc.
|
7,272 | $14,202,288 | |
| 3 | AIZ |
Assurant, Inc.
|
1,348 | $361,978 | |
| 4 | CB |
Chubb Ltd
|
786 | $267,821 | |
| 5 | WRB |
Berkley W R Corp
|
2,863 | $201,927 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
485 | $159,957 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
673 | $144,102 | |
| 8 | TRV |
Travelers Companies, Inc.
|
194 | $64,043 |
All Filings in ORI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,138 | 150 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,985 | 150 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,846 | 150 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,370 | 150 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,766 | 150 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,883 | 150 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,428 | 150 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,313 | 150 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,635 | 150 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $4,608 | 150 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $4,410 | 150 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $4,041 | 150 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $3,775 | 150 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $3,745 | 150 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,622 | 150 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $3,139 | 150 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $3,354 | 150 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,587 | 100 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,458 | 100 | Shares | Sole | 2022-03-28 | |
| 2021-06-30 | $1,619 | 65 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,419 | 65 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $15,827 | 803 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||