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| Date | Value |
|---|---|
| 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 |