Heritage Insurance Holdings (HRTG) Invested Capital (2012 - 2026)

Heritage Insurance Holdings (HRTG) has reported Invested Capital for 15 consecutive years, with $599.9 million the latest figure, recorded in Q1 2026.

• Invested Capital for Q1 2026 came in at $599.9 million, up 82.32% year-over-year; the trailing twelve-month figure through Mar 2026 was $599.9 million (up 82.32% YoY), and the FY2025 annual result was $585.7 million, up 89.63% from the prior year.
• Invested Capital was $599.9 million for Q1 2026 at Heritage Insurance Holdings, up from $585.7 million in the prior quarter.
• Over five years, Invested Capital peaked at $599.9 million in Q1 2026 and troughed at $140.8 million in Q3 2022.
• Average Invested Capital over 5 years is $331.8 million, with a median of $285.0 million recorded in 2023.
• Year-over-year, Invested Capital sank 67.27% in 2022 and jumped 95.03% in 2023.
• Over 5 years, Invested Capital stood at $260.0 million in 2022, then slipped by 7.43% to $240.7 million in 2023, then advanced by 28.34% to $308.9 million in 2024, then soared by 89.63% to $585.7 million in 2025, then grew by 2.42% to $599.9 million in 2026.
• Per Business Quant data, the three most recent Invested Capital figures were $599.9 million in Q1 2026, $585.7 million in Q4 2025, and $453.5 million in Q3 2025.