Heritage Insurance Holdings (HRTG) Assets Average (2016 - 2026)

Heritage Insurance Holdings (HRTG) posted Assets Average of $2.1 billion for Q1 2026, down 7.59% quarter-over-quarter from $2.3 billion in Q4 2025, and down 9.94% year-on-year from $2.3 billion in Q1 2025.

Heritage Insurance Holdings (HRTG) Assets Average (2016 - 2026) Analysis & Trends

Heritage Insurance Holdings (HRTG) has reported Assets Average for 11 consecutive years, with $2.1 billion the latest figure, recorded in Q1 2026.

  • Assets Average for Q1 2026 came in at $2.1 billion, down 9.94% year-over-year; the trailing twelve-month figure through Mar 2026 was $2.1 billion (down 9.94% YoY), and the FY2025 annual result was $2.3 billion, up 1.66% from the prior year.
  • Assets Average was $2.1 billion for Q1 2026 at Heritage Insurance Holdings, down from $2.3 billion in the prior quarter.
  • Over five years, Assets Average peaked at $2.5 billion in Q3 2024 and troughed at $1.9 billion in Q1 2022.
  • Average Assets Average over 5 years is $2.3 billion, with a median of $2.3 billion recorded in 2025.
  • Year-over-year, Assets Average fell 11.45% in 2022 and grew 19.23% in 2023.
  • Over 5 years, Assets Average stood at $2.5 billion in 2022, then decreased by 8.69% to $2.2 billion in 2023, then gained by 7.91% to $2.4 billion in 2024, then declined by 5.78% to $2.3 billion in 2025, then declined by 7.59% to $2.1 billion in 2026.
  • Per Business Quant data, the three most recent Assets Average figures were $2.1 billion in Q1 2026, $2.3 billion in Q4 2025, and $2.5 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 Markel 7,105.55 Bn 7,090.09 Bn 2.38 Bn 68.75 Bn
2 Progressive 131.92 Bn 127.57 Bn 8.36 Bn 122.62 Bn
3 Chubb 78.78 Bn 71.35 Bn 8.64 Bn 273.89 Bn
4 Cincinnati Financial 74.32 Bn 73.06 Bn 2.60 Bn 41.11 Bn
5 Travelers Companies 72.03 Bn 48.11 Bn 5.54 Bn 143.01 Bn
6 Allstate 63.08 Bn 38.49 Bn 14.72 Bn 121.87 Bn
7 Fairfax Financial Holdings 34.53 Bn 39.18 Bn - 107.59 Bn
8 Loews 23.53 Bn 11.27 Bn -1.32 Bn 86.00 Bn
9 Selective Insurance 20.82 Bn 19.07 Bn 543.42 Mn 15.24 Bn
10 Heritage Insurance Holdings 80,340.00 -518.06 Mn 121.06 Mn 2.11 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 2.11 Bn
Dec 31, 2025 2.28 Bn
Sep 30, 2025 2.45 Bn
Jun 30, 2025 2.37 Bn
Mar 31, 2025 2.34 Bn
Dec 31, 2024 2.42 Bn
Sep 30, 2024 2.49 Bn
Jun 30, 2024 2.36 Bn
Mar 31, 2024 2.12 Bn
Dec 31, 2023 2.24 Bn
Sep 30, 2023 2.36 Bn
Jun 30, 2023 2.26 Bn
Mar 31, 2023 2.28 Bn
Dec 31, 2022 2.46 Bn
Sep 30, 2022 2.28 Bn
Jun 30, 2022 1.93 Bn
Mar 31, 2022 1.91 Bn
Dec 31, 2021 2.11 Bn
Sep 30, 2021 2.30 Bn
Jun 30, 2021 2.18 Bn