Heritage Insurance Holdings (HRTG) Invested Capital (2016 - 2026)
Heritage Insurance Holdings' (HRTG) quarterly Invested Capital came in at $14.9 million in Q1 2026, down 14.68% YoY from $17.5 million in Q1 2025, and down 4.32% on a QoQ basis from $15.6 million in Q4 2025.
Heritage Insurance Holdings (HRTG) Invested Capital (2016 - 2026) Analysis & Trends
Heritage Insurance Holdings (HRTG) has 11 years of Invested Capital data on file, last reported at $14.9 million in Q1 2026.
- Quarterly Invested Capital fell 14.68% year-over-year to $14.9 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $63.6 million (down 62.98% YoY) and the FY2025 annual result came in at $15.6 million, down 86.62% from the prior year.
- Invested Capital declined to $14.9 million in Q1 2026, from $15.6 million in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $130.4 million in Q4 2022 to a low of $14.9 million in Q1 2026.
- A 5-year average of $50.1 million and a median of $20.9 million in 2023 frame the typical range for Invested Capital.
- Annual changes were most pronounced in 2024 — Invested Capital jumped 471.27% — and 2025, when it slumped 86.62%.
- Tracing HRTG's Invested Capital over 5 years: stood at $130.4 million in 2022, then slumped by 84.37% to $20.4 million in 2023, then jumped by 471.27% to $116.5 million in 2024, then tumbled by 86.62% to $15.6 million in 2025, then fell by 4.32% to $14.9 million in 2026.
- The last three Invested Capital figures came in at $14.9 million (Q1 2026), $15.6 million (Q4 2025), and $16.3 million (Q3 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 134.95 Bn | 121.18 Bn | 9.13 Bn | 663.00 Mn |
| 2 | Progressive | 124.05 Bn | 119.05 Bn | 9.04 Bn | 8.39 Bn |
| 3 | Travelers Companies | 79.32 Bn | 55.56 Bn | 4.83 Bn | 9.07 Bn |
| 4 | Allstate | 67.24 Bn | 28.51 Bn | 16.28 Bn | - |
| 5 | Fairfax Financial Holdings | 35.33 Bn | 35.33 Bn | - | - |
| 6 | Cincinnati Financial | 26.75 Bn | 24.86 Bn | 2.39 Bn | - |
| 7 | Loews | 23.32 Bn | 1.02 Bn | 2.57 Bn | 22.00 Mn |
| 8 | Markel | 23.16 Bn | 6.28 Bn | 2.83 Bn | - |
| 9 | Assurant | 14.04 Bn | 12.01 Bn | 2.71 Bn | - |
| 10 | Heritage Insurance Holdings | 975.56 Mn | 260.06 Mn | 153.14 Mn | 73.07 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 73.07 Mn |
| Mar 31, 2026 | 14.91 Mn |
| Dec 31, 2025 | 15.59 Mn |
| Sep 30, 2025 | 16.25 Mn |
| Jun 30, 2025 | 16.87 Mn |
| Mar 31, 2025 | 17.48 Mn |
| Dec 31, 2024 | 116.46 Mn |
| Sep 30, 2024 | 18.67 Mn |
| Jun 30, 2024 | 19.25 Mn |
| Mar 31, 2024 | 123.79 Mn |
| Dec 31, 2023 | 20.39 Mn |
| Sep 30, 2023 | 20.90 Mn |
| Jun 30, 2023 | 125.61 Mn |
| Mar 31, 2023 | 22.01 Mn |
| Dec 31, 2022 | 130.41 Mn |
| Sep 30, 2022 | 23.08 Mn |
| Jun 30, 2022 | 23.56 Mn |
| Mar 31, 2022 | 125.67 Mn |
| Dec 31, 2021 | 24.62 Mn |
| Sep 30, 2021 | 25.12 Mn |