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
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