Heritage Insurance Holdings (HRTG) Interest & Investment Income (2013 - 2026)
Heritage Insurance Holdings' Interest & Investment Income came in at $11.36 million for the quarter ended Sep 30, 2026, up 17.3% from $9.69 million a year earlier and up 7.2% from the prior quarter.
Heritage Insurance Holdings (HRTG) Interest & Investment Income (2013 - 2026) Analysis & Trends
Over the trailing twelve months to Sep 30, 2026, Heritage Insurance Holdings reported Interest & Investment Income of $41.68 million, up 16.4% year-over-year; for the year ended Dec 31, 2025, it came in at $37.16 million, up 1.4% from the prior year.
- Interest & Investment Income has increased in each of the last four years, with a five-year compound annual growth rate of 24.7% (years ended Dec 2020 to Dec 2025).
- Going back by year, Interest & Investment Income was $36.63 million in the year ended Dec 31, 2024 (+42.2%), $25.76 million in the year ended Dec 31, 2023 (+115.0%), $11.98 million in the year ended Dec 31, 2022 (+111.9%) and $5.65 million in the year ended Dec 31, 2021 (-54.1%).
- The figure for the quarter ended Sep 30, 2026 represents the highest quarterly Interest & Investment Income in data going back to the quarter ended Jun 30, 2013.
- Year-over-year, Interest & Investment Income has increased for four consecutive quarters, with growth averaging 10.5% over the last eight quarters.
- The fastest year-over-year change in Interest & Investment Income over five years came in the quarter ended Jun 30, 2023 (growth of 205.1%), and the weakest in the quarter ended Dec 31, 2021 (a decline of 26.4%).
- Business Quant data shows HRTG's Interest & Investment Income at $10.6 million (quarter ended Jun 30, 2026), $9.87 million (quarter ended Mar 31, 2026) and $9.86 million (quarter ended Dec 31, 2025) in the three quarters before the quarter ended Sep 30, 2026.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,248.67 Bn | -185.49 Bn | 56.71 Bn | 5.51 Bn |
| 2 | Chubb | 141.22 Bn | 92.15 Bn | 8.67 Bn | 1.79 Bn |
| 3 | Progressive | 134.26 Bn | 109.78 Bn | 8.29 Bn | 1.04 Bn |
| 4 | Marsh & Mclennan Companies | 98.32 Bn | 90.72 Bn | - | 10.00 Mn |
| 5 | Travelers Companies | 82.09 Bn | 59.57 Bn | 5.93 Bn | 1.10 Bn |
| 6 | Manulife Financial | 75.36 Bn | -19.02 Bn | - | 3.63 Bn |
| 7 | Arthur J. Gallagher | 72.54 Bn | 67.17 Bn | 3.33 Bn | - |
| 8 | Aon | 71.33 Bn | 50.56 Bn | - | 24.00 Mn |
| 9 | Allstate | 65.04 Bn | 22.10 Bn | -9.85 Bn | 1.18 Bn |
| 10 | Heritage Insurance Holdings | 992.39 Mn | -1.21 Bn | 137.85 Mn | 11.36 Mn |
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 11.36 Mn |
| Jun 30, 2026 | 10.60 Mn |
| Mar 31, 2026 | 9.87 Mn |
| Dec 31, 2025 | 9.86 Mn |
| Sep 30, 2025 | 9.69 Mn |
| Jun 30, 2025 | 9.03 Mn |
| Mar 31, 2025 | 8.58 Mn |
| Dec 31, 2024 | 8.51 Mn |
| Sep 30, 2024 | 9.80 Mn |
| Jun 30, 2024 | 9.77 Mn |
| Mar 31, 2024 | 8.55 Mn |
| Dec 31, 2023 | 6.71 Mn |
| Sep 30, 2023 | 6.87 Mn |
| Jun 30, 2023 | 6.60 Mn |
| Mar 31, 2023 | 5.58 Mn |
| Dec 31, 2022 | 4.93 Mn |
| Sep 30, 2022 | 2.89 Mn |
| Jun 30, 2022 | 2.16 Mn |
| Mar 31, 2022 | 2.00 Mn |
| Dec 31, 2021 | 1.86 Mn |
Heritage Insurance Holdings Interest & Investment Income API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=HRTG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "interest-and-investment-income", "ticker": "HRTG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=HRTG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();