Heritage Insurance Holdings (HRTG) Gains from Investment Securities (2012 - 2026)

Heritage Insurance Holdings (HRTG) posted Gains from Investment Securities of $8.9 million for Q1 2026, down 6.88% quarter-over-quarter from $9.6 million in Q4 2025.

Heritage Insurance Holdings (HRTG) Gains from Investment Securities (2012 - 2026) Analysis & Trends

Heritage Insurance Holdings (HRTG) has reported Gains from Investment Securities for 14 consecutive years, with $8.9 million the latest figure, recorded in Q1 2026.

  • Gains from Investment Securities for Q1 2026 came in at $8.9 million, changed N/A year-over-year; the trailing twelve-month figure through Mar 2026 was $66.8 million (up 420.8% YoY), and the FY2025 annual result was $285985.0, up 35.32% from the prior year.
  • Gains from Investment Securities was $8.9 million for Q1 2026 at Heritage Insurance Holdings, down from $9.6 million in the prior quarter.
  • Over five years, Gains from Investment Securities peaked at $48.3 million in Q3 2025 and troughed at -$6.5 million in Q4 2022.
  • Average Gains from Investment Securities over 5 years is $4.7 million, with a median of $107351.5 recorded in 2022.
  • Year-over-year, Gains from Investment Securities slumped 146.09% in 2024 and surged 9125.47% in 2025.
  • Over 5 years, Gains from Investment Securities stood at -$6.5 million in 2022, then jumped by 103.53% to $230000.0 in 2023, then plunged by 146.09% to -$106000.0 in 2024, then soared by 9125.47% to $9.6 million in 2025, then dropped by 6.88% to $8.9 million in 2026.
  • Per Business Quant data, the three most recent Gains from Investment Securities figures were $8.9 million in Q1 2026, $9.6 million in Q4 2025, and $48.3 million in Q3 2025.

Peer Comparison

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

Historic Data

Download Data
DateValue
Mar 31, 2026 49,369.00
Mar 31, 2026 49,369.00
Dec 31, 2025 9.57 Mn
Dec 31, 2025 9.57 Mn
Sep 30, 2025 48.29 Mn
Sep 30, 2025 48.29 Mn
Jun 30, 2025 4,000.00
Jun 30, 2025 4,000.00
Dec 31, 2024 -106,000.00
Dec 31, 2024 -106,000.00
Sep 30, 2024 12.70 Mn
Sep 30, 2024 12.70 Mn
Jun 30, 2024 39,312.00
Jun 30, 2024 39,312.00
Dec 31, 2023 230,000.00
Dec 31, 2023 230,000.00
Sep 30, 2023 857,843.00
Sep 30, 2023 857,843.00
Jun 30, 2023 63,744.00
Jun 30, 2023 63,744.00