Heritage Insurance Holdings (HRTG) Assets (2013 - 2026)
Heritage Insurance Holdings' Assets came in at $2.45 billion for the quarter ended Jun 30, 2026, down 3.3% from $2.54 billion a year earlier but up 21.3% from the prior quarter.
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Analysis
Heritage Insurance Holdings (HRTG) Assets (2013 - 2026) Analysis & Trends
As of Dec 31, 2025, Heritage Insurance Holdings' Assets was $2.2 billion, down 11.1% from the prior year.
- Assets carries a five-year compound annual growth rate of 1.0% (years ended Dec 2020 to Dec 2025).
- Going back by year, Assets was $2.47 billion in the year ended Dec 31, 2024 (+16.5%), $2.12 billion in the year ended Dec 31, 2023 (-11.4%), $2.39 billion in the year ended Dec 31, 2022 (+20.8%) and $1.98 billion in the year ended Dec 31, 2021 (-5.2%).
- The five-year range for quarterly Assets is $1.84 billion (the quarter ended Mar 31, 2022) to $2.6 billion (the quarter ended Jun 30, 2024).
- Year-over-year, Assets has declined for five consecutive quarters, with an average decline of 0.6% over the last eight quarters.
- The fastest year-over-year change in Assets over five years came in the quarter ended Dec 31, 2022 (growth of 20.8%), and the weakest in the quarter ended Jun 30, 2022 (a decline of 13.7%).
- Business Quant data shows HRTG's Assets at $2.02 billion (quarter ended Mar 31, 2026), $2.2 billion (quarter ended Dec 31, 2025) and $2.37 billion (quarter ended Sep 30, 2025) in the three quarters before the quarter ended Jun 30, 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,082.55 Bn | -334.93 Bn | 55.86 Bn | 1,263.07 Bn |
| 2 | Chubb | 128.03 Bn | 80.09 Bn | 9.13 Bn | 281.32 Bn |
| 3 | Progressive | 122.38 Bn | 98.22 Bn | 9.04 Bn | 124.93 Bn |
| 4 | Marsh & Mclennan Companies | 81.46 Bn | 73.20 Bn | - | 59.68 Bn |
| 5 | Travelers Companies | 75.77 Bn | 52.02 Bn | 6.23 Bn | 143.58 Bn |
| 6 | Manulife Financial | 73.91 Bn | 75.11 Bn | - | 790.88 Bn |
| 7 | Metlife | 60.71 Bn | -45.77 Bn | 7.82 Bn | 759.37 Bn |
| 8 | Aon | 58.53 Bn | 51.77 Bn | - | 53.35 Bn |
| 9 | Arthur J. Gallagher | 58.38 Bn | 52.82 Bn | - | 81.81 Bn |
| 10 | Heritage Insurance Holdings | 995.74 Mn | -1.23 Bn | 153.14 Mn | 2.45 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |
API Access
Heritage Insurance Holdings Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=HRTG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "HRTG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=HRTG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();