Heritage Insurance Holdings (HRTG) Invested Capital (2017 - 2023)
Heritage Insurance Holdings (HRTG) posted Invested Capital of $164.21 million for the quarter ended Sep 30, 2023.
Powered by 
Analysis
Heritage Insurance Holdings (HRTG) Invested Capital (2017 - 2023) Analysis & Trends
For the year ended Dec 31, 2020, Heritage Insurance Holdings' Invested Capital came in at $453.21 million.
- Annual Invested Capital shows a three-year compound annual growth rate of -0.5% (years ended Dec 2017 to Dec 2020).
- In prior years, Heritage Insurance Holdings' Invested Capital was $440.69 million in the year ended Dec 31, 2018 (-4.1%) and $459.48 million in the year ended Dec 31, 2017.
- The figure for the quarter ended Sep 30, 2023 stands as the highest quarterly Invested Capital in data going back to the quarter ended Dec 31, 2017.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,079.16 Bn | -338.32 Bn | 55.86 Bn | - |
| 2 | Chubb | 127.75 Bn | 79.80 Bn | 9.13 Bn | 81.94 Bn |
| 3 | Progressive | 122.68 Bn | 98.52 Bn | 9.04 Bn | - |
| 4 | Marsh & Mclennan Companies | 82.15 Bn | 73.89 Bn | - | 35.99 Bn |
| 5 | Travelers Companies | 75.41 Bn | 51.66 Bn | 6.23 Bn | - |
| 6 | Manulife Financial | 72.51 Bn | 73.72 Bn | - | 44.43 Bn |
| 7 | Metlife | 60.18 Bn | -46.30 Bn | 7.82 Bn | 33.35 Bn |
| 8 | Arthur J. Gallagher | 59.45 Bn | 53.89 Bn | - | 37.22 Bn |
| 9 | Aon | 58.55 Bn | 51.79 Bn | - | 24.65 Bn |
| 10 | Heritage Insurance Holdings | 1.01 Bn | -1.22 Bn | 153.14 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2023 | 164.21 Mn |
| Mar 31, 2022 | 285.74 Mn |
| Sep 30, 2021 | 405.03 Mn |
| Dec 31, 2020 | 453.21 Mn |
| Jun 30, 2019 | 452.46 Mn |
| Mar 31, 2019 | 450.71 Mn |
| Dec 31, 2018 | 440.69 Mn |
| Sep 30, 2018 | 392.87 Mn |
| Jun 30, 2018 | 431.42 Mn |
| Mar 31, 2018 | 486.07 Mn |
| Dec 31, 2017 | 459.48 Mn |
API Access
Heritage Insurance Holdings Invested Capital 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=invested-capital&ticker=HRTG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "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=invested-capital&ticker=HRTG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();