Heritage Insurance Holdings (HRTG) Equity Ratio (2013 - 2026)

Heritage Insurance Holdings (HRTG) posted Equity Ratio of 0.26 for Q1 2026, up 11.9% quarter-over-quarter from 0.23 in Q4 2025, and up 73.2% year-on-year from 0.15 in Q1 2025.

Heritage Insurance Holdings (HRTG) Equity Ratio (2013 - 2026) Analysis & Trends

Heritage Insurance Holdings (HRTG) has reported Equity Ratio for 14 consecutive years, with 0.26 the latest figure, recorded in Q1 2026.

  • Equity Ratio for Q1 2026 came in at 0.26, up 73.2% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.26 (up 73.2% YoY), and the FY2025 annual result was 0.23, up 95.36% from the prior year.
  • Equity Ratio was 0.26 for Q1 2026 at Heritage Insurance Holdings, up from 0.23 in the prior quarter.
  • Over five years, Equity Ratio peaked at 0.26 in Q1 2026 and troughed at 0.05 in Q3 2022.
  • Average Equity Ratio over 5 years is 0.12, with a median of 0.11 recorded in 2024.
  • Year-over-year, Equity Ratio sank 74.1% in 2022 and surged 95.36% in 2025.
  • Over 5 years, Equity Ratio stood at 0.05 in 2022, then soared by 89.76% to 0.1 in 2023, then grew by 13.33% to 0.12 in 2024, then soared by 95.36% to 0.23 in 2025, then gained by 11.9% to 0.26 in 2026.
  • Per Business Quant data, the three most recent Equity Ratio figures were 0.26 in Q1 2026, 0.23 in Q4 2025, and 0.18 in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 Markel 7,105.55 Bn 7,090.09 Bn 2.38 Bn 0.26
2 Progressive 131.92 Bn 127.57 Bn 8.36 Bn 0.26
3 Chubb 78.78 Bn 71.35 Bn 8.64 Bn 0.27
4 Cincinnati Financial 74.32 Bn 73.06 Bn 2.60 Bn 0.38
5 Travelers Companies 72.03 Bn 48.11 Bn 5.54 Bn 0.22
6 Allstate 63.08 Bn 38.49 Bn 14.72 Bn 0.25
7 Fairfax Financial Holdings 34.53 Bn 39.18 Bn - 0.24
8 Loews 23.53 Bn 11.27 Bn -1.32 Bn 0.22
9 Selective Insurance 20.82 Bn 19.07 Bn 543.42 Mn 0.23
10 Heritage Insurance Holdings 80,340.00 -518.06 Mn 121.06 Mn 0.26

Historic Data

Download Data
DateValue
Mar 31, 2026 0.26
Dec 31, 2025 0.23
Sep 30, 2025 0.18
Jun 30, 2025 0.15
Mar 31, 2025 0.15
Dec 31, 2024 0.12
Sep 30, 2024 0.12
Jun 30, 2024 0.10
Mar 31, 2024 0.11
Dec 31, 2023 0.10
Sep 30, 2023 0.06
Jun 30, 2023 0.07
Mar 31, 2023 0.07
Dec 31, 2022 0.05
Sep 30, 2022 0.05
Jun 30, 2022 0.09
Mar 31, 2022 0.15
Dec 31, 2021 0.17
Sep 30, 2021 0.18
Jun 30, 2021 0.18