Heritage Insurance Holdings (HRTG) Interest & Investment Income (2013 - 2026)
Heritage Insurance Holdings' Interest & Investment Income came in at $10.6 million for the quarter ended Jun 30, 2026, up 17.3% from $9.03 million a year earlier and up 7.4% from the prior quarter.
Heritage Insurance Holdings (HRTG) Interest & Investment Income (2013 - 2026) Analysis & Trends
Over the trailing twelve months to Jun 30, 2026, Heritage Insurance Holdings reported Interest & Investment Income of $40.01 million, up 11.4% 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 Jun 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 three consecutive quarters, with growth averaging 13.7% 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 Sep 30, 2021 (a decline of 45.0%).
- Business Quant data shows HRTG's Interest & Investment Income at $9.87 million (quarter ended Mar 31, 2026), $9.86 million (quarter ended Dec 31, 2025) and $9.69 million (quarter ended Sep 30, 2025) in the three quarters before the quarter ended Jun 30, 2026.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,083.21 Bn | -334.26 Bn | 55.86 Bn | - |
| 2 | Chubb | 127.58 Bn | 79.64 Bn | 9.13 Bn | 1.76 Bn |
| 3 | Progressive | 122.25 Bn | 98.08 Bn | 9.04 Bn | - |
| 4 | Marsh & Mclennan Companies | 81.29 Bn | 73.03 Bn | - | 8.00 Mn |
| 5 | Travelers Companies | 75.19 Bn | 51.44 Bn | 6.23 Bn | 1.07 Bn |
| 6 | Manulife Financial | 73.16 Bn | 74.37 Bn | - | 3.52 Bn |
| 7 | Metlife | 60.22 Bn | -46.26 Bn | 7.82 Bn | 6.70 Bn |
| 8 | Arthur J. Gallagher | 57.98 Bn | 52.41 Bn | - | - |
| 9 | Aon | 57.16 Bn | 50.40 Bn | - | 5.00 Mn |
| 10 | Heritage Insurance Holdings | 1.01 Bn | -1.22 Bn | 153.14 Mn | 10.60 Mn |
Historic Data
| Date | Value |
|---|---|
| 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 |
| Sep 30, 2021 | 1.55 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();