Heritage Insurance Holdings (HRTG) Assets Average (2016 - 2026)
Heritage Insurance Holdings' (HRTG) quarterly Assets Average came in at $2.1 billion in Q1 2026, down 9.94% YoY from $2.3 billion in Q1 2025, and down 7.59% on a QoQ basis from $2.3 billion in Q4 2025.
Heritage Insurance Holdings (HRTG) Assets Average (2016 - 2026) Analysis & Trends
Heritage Insurance Holdings (HRTG) has 11 years of Assets Average data on file, last reported at $2.1 billion in Q1 2026.
- Quarterly Assets Average fell 9.94% year-over-year to $2.1 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $2.1 billion (down 9.94% YoY) and the FY2025 annual result came in at $2.3 billion, up 1.66% from the prior year.
- Assets Average slipped to $2.1 billion in Q1 2026, from $2.3 billion in the prior quarter.
- In the past five years, Assets Average ranged from a high of $2.5 billion in Q3 2024 to a low of $1.9 billion in Q1 2022.
- A 5-year average of $2.3 billion and a median of $2.3 billion in 2025 frame the typical range for Assets Average.
- Annual changes were most pronounced in 2022 — Assets Average dropped 11.45% — and 2023, when it advanced 19.23%.
- Tracing HRTG's Assets Average over 5 years: stood at $2.5 billion in 2022, then declined by 8.69% to $2.2 billion in 2023, then grew by 7.91% to $2.4 billion in 2024, then decreased by 5.78% to $2.3 billion in 2025, then decreased by 7.59% to $2.1 billion in 2026.
- The last three Assets Average figures came in at $2.1 billion (Q1 2026), $2.3 billion (Q4 2025), and $2.5 billion (Q3 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 134.48 Bn | 120.72 Bn | 9.13 Bn | 278.39 Bn |
| 2 | Progressive | 123.71 Bn | 118.71 Bn | 9.04 Bn | 123.57 Bn |
| 3 | Travelers Companies | 79.14 Bn | 55.39 Bn | 4.83 Bn | 142.94 Bn |
| 4 | Allstate | 67.04 Bn | 28.31 Bn | 16.28 Bn | 124.36 Bn |
| 5 | Fairfax Financial Holdings | 35.29 Bn | 35.29 Bn | - | 108.24 Bn |
| 6 | Cincinnati Financial | 26.69 Bn | 24.80 Bn | 2.39 Bn | 42.22 Bn |
| 7 | Loews | 23.25 Bn | 947.16 Mn | 2.57 Bn | 86.44 Bn |
| 8 | Markel | 23.10 Bn | 6.22 Bn | 2.83 Bn | 69.93 Bn |
| 9 | Assurant | 13.92 Bn | 11.89 Bn | 2.71 Bn | 35.92 Bn |
| 10 | Heritage Insurance Holdings | 968.65 Mn | 253.16 Mn | 153.14 Mn | 2.24 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 2.24 Bn |
| 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 |