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

Heritage Insurance Holdings' (HRTG) quarterly Assets came in at $2.0 billion in Q1 2026, down 8.68% YoY from $2.2 billion in Q1 2025, and down 7.96% on a QoQ basis from $2.2 billion in Q4 2025.

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

Heritage Insurance Holdings (HRTG) has 14 years of Assets data on file, last reported at $2.0 billion in Q1 2026.

  • Quarterly Assets fell 8.68% year-over-year to $2.0 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $2.0 billion (down 8.68% YoY) and the FY2025 annual result came in at $2.2 billion, down 11.06% from the prior year.
  • Assets retreated to $2.0 billion in Q1 2026, from $2.2 billion in the prior quarter.
  • In the past five years, Assets ranged from a high of $2.6 billion in Q2 2024 to a low of $1.8 billion in Q1 2022.
  • A 5-year average of $2.3 billion and a median of $2.4 billion in 2023 frame the typical range for Assets.
  • The widest YoY moves for Assets: up 20.79% in 2022, down 13.68% in 2022.
  • Tracing HRTG's Assets over 5 years: 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.
Generated on {Timestamp} © BusinessQuant.com
Generated on {Timestamp} Powered by BusinessQuant Logo

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 Chubb 134.48 Bn 120.72 Bn 9.13 Bn 281.32 Bn
2 Progressive 123.71 Bn 118.71 Bn 9.04 Bn 124.93 Bn
3 Travelers Companies 79.14 Bn 55.39 Bn 4.83 Bn 143.58 Bn
4 Allstate 67.04 Bn 28.31 Bn 16.28 Bn 124.76 Bn
5 Fairfax Financial Holdings 35.29 Bn 35.29 Bn - 109.09 Bn
6 Cincinnati Financial 26.69 Bn 24.80 Bn 2.39 Bn 43.23 Bn
7 Loews 23.25 Bn 947.16 Mn 2.57 Bn 87.23 Bn
8 Markel 23.10 Bn 6.22 Bn 2.83 Bn 71.26 Bn
9 Assurant 13.92 Bn 11.89 Bn 2.71 Bn 36.08 Bn
10 Heritage Insurance Holdings 968.65 Mn 253.16 Mn 153.14 Mn 2.45 Bn

Historic Data

Download Data
DateValue
Jun 30, 2026 2.45 Bn
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