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| 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 |