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

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

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

Heritage Insurance Holdings (HRTG) has reported Assets for 14 consecutive years, with $2.0 billion the latest figure, recorded in Q1 2026.

  • Assets for Q1 2026 came in at $2.0 billion, down 8.68% year-over-year; the trailing twelve-month figure through Mar 2026 was $2.0 billion (down 8.68% YoY), and the FY2025 annual result was $2.2 billion, down 11.06% from the prior year.
  • Assets was $2.0 billion for Q1 2026 at Heritage Insurance Holdings, down from $2.2 billion in the prior quarter.
  • Over five years, Assets peaked at $2.6 billion in Q2 2024 and troughed at $1.8 billion in Q1 2022.
  • Average Assets over 5 years is $2.3 billion, with a median of $2.4 billion recorded in 2023.
  • The widest YoY moves for Assets: up 20.79% in 2022, down 13.68% in 2022.
  • Over 5 years, Assets stood at $2.4 billion in 2022, then dropped by 11.41% to $2.1 billion in 2023, then gained by 16.48% to $2.5 billion in 2024, then dropped by 11.06% to $2.2 billion in 2025, then fell by 7.96% to $2.0 billion in 2026.
  • Per Business Quant data, the three most recent Assets figures were $2.0 billion in Q1 2026, $2.2 billion in Q4 2025, and $2.4 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 Markel 7,105.55 Bn 7,090.09 Bn 2.38 Bn 68.60 Bn
2 Progressive 131.92 Bn 127.57 Bn 8.36 Bn 122.21 Bn
3 Chubb 78.78 Bn 71.35 Bn 8.64 Bn 275.46 Bn
4 Cincinnati Financial 74.32 Bn 73.06 Bn 2.60 Bn 41.21 Bn
5 Travelers Companies 72.03 Bn 48.11 Bn 5.54 Bn 142.31 Bn
6 Allstate 63.08 Bn 38.49 Bn 14.72 Bn 123.97 Bn
7 Fairfax Financial Holdings 34.53 Bn 39.18 Bn - 107.39 Bn
8 Loews 23.53 Bn 11.27 Bn -1.32 Bn 85.65 Bn
9 Selective Insurance 20.82 Bn 19.07 Bn 543.42 Mn 15.32 Bn
10 Heritage Insurance Holdings 80,340.00 -518.06 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