Heritage Insurance Holdings (HRTG) Equity Average (2015 - 2026)

Heritage Insurance Holdings (HRTG) posted Equity Average of $512.8 million for Q1 2026, up 8.82% quarter-over-quarter from $471.3 million in Q4 2025, and up 65.48% year-on-year from $309.9 million in Q1 2025.

Heritage Insurance Holdings (HRTG) Equity Average (2015 - 2026) Analysis & Trends

Heritage Insurance Holdings (HRTG) has reported Equity Average for 12 consecutive years, with $512.8 million the latest figure, recorded in Q1 2026.

  • Equity Average for Q1 2026 came in at $512.8 million, up 65.48% year-over-year; the trailing twelve-month figure through Mar 2026 was $512.8 million (up 65.48% YoY), and the FY2025 annual result was $398.0 million, up 55.76% from the prior year.
  • Equity Average was $512.8 million for Q1 2026 at Heritage Insurance Holdings, up from $471.3 million in the prior quarter.
  • Over five years, Equity Average peaked at $512.8 million in Q1 2026 and troughed at $124.4 million in Q4 2022.
  • Average Equity Average over 5 years is $267.4 million, with a median of $245.1 million recorded in 2024.
  • Year-over-year, Equity Average slumped 66.75% in 2022 and soared 71.36% in 2024.
  • Over 5 years, Equity Average stood at $124.4 million in 2022, then soared by 49.42% to $185.8 million in 2023, then jumped by 53.4% to $285.1 million in 2024, then soared by 65.31% to $471.3 million in 2025, then advanced by 8.82% to $512.8 million in 2026.
  • Per Business Quant data, the three most recent Equity Average figures were $512.8 million in Q1 2026, $471.3 million in Q4 2025, and $410.3 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 Markel 7,105.55 Bn 7,090.09 Bn 2.38 Bn 18.36 Bn
2 Progressive 131.92 Bn 127.57 Bn 8.36 Bn 31.18 Bn
3 Chubb 78.78 Bn 71.35 Bn 8.64 Bn 73.77 Bn
4 Cincinnati Financial 74.32 Bn 73.06 Bn 2.60 Bn 15.81 Bn
5 Travelers Companies 72.03 Bn 48.11 Bn 5.54 Bn 32.44 Bn
6 Allstate 63.08 Bn 38.49 Bn 14.72 Bn 31.10 Bn
7 Fairfax Financial Holdings 34.53 Bn 39.18 Bn - 26.26 Bn
8 Loews 23.53 Bn 11.27 Bn -1.32 Bn 19.17 Bn
9 Selective Insurance 20.82 Bn 19.07 Bn 543.42 Mn 3.60 Bn
10 Heritage Insurance Holdings 80,340.00 -518.06 Mn 121.06 Mn 512.81 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 512.81 Mn
Dec 31, 2025 471.25 Mn
Sep 30, 2025 410.28 Mn
Jun 30, 2025 356.15 Mn
Mar 31, 2025 309.90 Mn
Dec 31, 2024 285.07 Mn
Sep 30, 2024 267.34 Mn
Jun 30, 2024 245.13 Mn
Mar 31, 2024 227.61 Mn
Dec 31, 2023 185.83 Mn
Sep 30, 2023 156.01 Mn
Jun 30, 2023 157.68 Mn
Mar 31, 2023 142.88 Mn
Dec 31, 2022 124.37 Mn
Sep 30, 2022 149.12 Mn
Jun 30, 2022 231.16 Mn
Mar 31, 2022 312.41 Mn
Dec 31, 2021 374.04 Mn
Sep 30, 2021 414.95 Mn
Jun 30, 2021 426.16 Mn