Growth Metrics

Heritage Insurance Holdings (HRTG) Invested Capital (2016 - 2025)

Heritage Insurance Holdings (HRTG) has disclosed Invested Capital for 11 consecutive years, with $172.3 million as the latest value for Q3 2023.

  • For the quarter ending Q3 2023, Invested Capital rose 22.38% year-over-year to $172.3 million, compared with a TTM value of $172.3 million through Sep 2023, up 22.38%, and an annual FY2022 reading of $260.0 million, down 44.25% over the prior year.
  • Invested Capital was $172.3 million for Q3 2023 at Heritage Insurance Holdings, down from $285.0 million in the prior quarter.
  • Across five years, Invested Capital topped out at $588.6 million in Q2 2020 and bottomed at $140.8 million in Q3 2022.
  • Average Invested Capital over 5 years is $423.3 million, with a median of $457.8 million recorded in 2020.
  • The sharpest move saw Invested Capital grew 22.4% in 2021, then plummeted 65.24% in 2022.
  • Year by year, Invested Capital stood at $470.1 million in 2019, then increased by 21.15% to $569.5 million in 2020, then fell by 18.12% to $466.3 million in 2021, then tumbled by 44.25% to $260.0 million in 2022, then plummeted by 33.73% to $172.3 million in 2023.
  • Business Quant data shows Invested Capital for HRTG at $172.3 million in Q3 2023, $285.0 million in Q2 2023, and $282.8 million in Q1 2023.