Heritage Insurance Holdings (HRTG) Assets (2013 - 2026)

Heritage Insurance Holdings (HRTG) reported Assets of $2.0 billion for Q1 2026, down 8.68% on a YoY basis from $2.2 billion in Q1 2025, and down 7.96% quarter-over-quarter from $2.2 billion in Q4 2025.

Heritage Insurance Holdings (HRTG) Assets (2013 - 2026) Analysis & Trends

Heritage Insurance Holdings has reported Assets for 14 years, with the latest figure at $2.0 billion in Q1 2026.

  • For the quarter ending Q1 2026, Assets fell 8.68% year-over-year to $2.0 billion; the trailing twelve-month figure through Mar 2026 stood at $2.0 billion (down 8.68% YoY), and the FY2025 full-year result was $2.2 billion, down 11.06% from the prior year.
  • Assets for Q1 2026 stood at $2.0 billion, down from $2.2 billion in the prior quarter.
  • The five-year high for Assets was $2.6 billion in Q2 2024, with the low at $1.8 billion in Q1 2022.
  • Historically, Assets has averaged $2.3 billion across 5 years, with a median of $2.4 billion in 2023.
  • The largest YoY upside for Assets was 20.79% in 2022 against a maximum downside of 13.68% in 2022.
  • Heritage Insurance Holdings' Assets stood at $2.4 billion in 2022, then retreated by 11.41% to $2.1 billion in 2023, then grew by 16.48% to $2.5 billion in 2024, then retreated by 11.06% to $2.2 billion in 2025, then slipped by 7.96% to $2.0 billion in 2026.
  • The last three Assets figures came in at $2.0 billion (Q1 2026), $2.2 billion (Q4 2025), and $2.4 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 Chubb 127.40 Bn 119.98 Bn 8.64 Bn 275.46 Bn
2 Progressive 119.47 Bn 115.12 Bn 8.36 Bn 122.21 Bn
3 Travelers Companies 65.26 Bn 41.34 Bn 5.54 Bn 142.31 Bn
4 Allstate 57.33 Bn 32.74 Bn 14.72 Bn 123.97 Bn
5 Berkley W R 26.90 Bn 23.16 Bn 2.72 Bn 44.32 Bn
6 Cincinnati Financial 25.67 Bn 24.41 Bn 2.60 Bn 41.21 Bn
7 Markel 22.97 Bn 7.51 Bn 2.38 Bn 68.60 Bn
8 Loews 22.18 Bn 9.92 Bn -1.32 Bn 85.65 Bn
9 Assurant 12.79 Bn 10.87 Bn 2.01 Bn 35.77 Bn
10 Heritage Insurance Holdings 679.89 Mn 161.75 Mn 121.06 Mn 2.02 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 2.02 Bn
Dec 31, 2025 2.20 Bn
Sep 30, 2025 2.37 Bn
Jun 30, 2025 2.54 Bn
Mar 31, 2025 2.21 Bn
Dec 31, 2024 2.47 Bn
Sep 30, 2024 2.37 Bn
Jun 30, 2024 2.60 Bn
Mar 31, 2024 2.13 Bn
Dec 31, 2023 2.12 Bn
Sep 30, 2023 2.37 Bn
Jun 30, 2023 2.36 Bn
Mar 31, 2023 2.16 Bn
Dec 31, 2022 2.39 Bn
Sep 30, 2022 2.52 Bn
Jun 30, 2022 2.03 Bn
Mar 31, 2022 1.84 Bn
Dec 31, 2021 1.98 Bn
Sep 30, 2021 2.25 Bn
Jun 30, 2021 2.35 Bn