Heritage Insurance Holdings (HRTG) Equity Average (2015 - 2026)
Heritage Insurance Holdings (HRTG) reported Equity Average of $512.8 million for Q1 2026, up 65.48% on a YoY basis from $309.9 million in Q1 2025, and up 8.82% quarter-over-quarter from $471.3 million in Q4 2025.
Heritage Insurance Holdings (HRTG) Equity Average (2015 - 2026) Analysis & Trends
Heritage Insurance Holdings has reported Equity Average for 12 years, with the latest figure at $512.8 million in Q1 2026.
- For the quarter ending Q1 2026, Equity Average rose 65.48% year-over-year to $512.8 million; the trailing twelve-month figure through Mar 2026 stood at $512.8 million (up 65.48% YoY), and the FY2025 full-year result was $398.0 million, up 55.76% from the prior year.
- Equity Average for Q1 2026 stood at $512.8 million, up from $471.3 million in the prior quarter.
- The five-year high for Equity Average was $512.8 million in Q1 2026, with the low at $124.4 million in Q4 2022.
- Historically, Equity Average has averaged $267.4 million across 5 years, with a median of $245.1 million in 2024.
- Annual changes were most pronounced in 2022 — Equity Average plunged 66.75% — and 2024, when it jumped 71.36%.
- Heritage Insurance Holdings' 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 increased by 8.82% to $512.8 million in 2026.
- The last three Equity Average figures came in at $512.8 million (Q1 2026), $471.3 million (Q4 2025), and $410.3 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 127.40 Bn | 119.98 Bn | 8.64 Bn | 73.77 Bn |
| 2 | Progressive | 119.47 Bn | 115.12 Bn | 8.36 Bn | 31.18 Bn |
| 3 | Travelers Companies | 65.26 Bn | 41.34 Bn | 5.54 Bn | 32.44 Bn |
| 4 | Allstate | 57.33 Bn | 32.74 Bn | 14.72 Bn | 31.10 Bn |
| 5 | Berkley W R | 26.90 Bn | 23.16 Bn | 2.72 Bn | 9.73 Bn |
| 6 | Cincinnati Financial | 25.67 Bn | 24.41 Bn | 2.60 Bn | 15.81 Bn |
| 7 | Markel | 22.97 Bn | 7.51 Bn | 2.38 Bn | 18.36 Bn |
| 8 | Loews | 22.18 Bn | 9.92 Bn | -1.32 Bn | 19.17 Bn |
| 9 | Assurant | 12.79 Bn | 10.87 Bn | 2.01 Bn | 5.87 Bn |
| 10 | Heritage Insurance Holdings | 679.89 Mn | 161.75 Mn | 121.06 Mn | 512.81 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |