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| 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 |