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| Date | Value |
|---|---|
| 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 |