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

Heritage Insurance Holdings has reported Invested Capital for 15 years, with the latest figure at $599.9 million in Q1 2026.

• For the quarter ending Q1 2026, Invested Capital rose 82.32% year-over-year to $599.9 million; the trailing twelve-month figure through Mar 2026 stood at $599.9 million (up 82.32% YoY), and the FY2025 full-year result was $585.7 million, up 89.63% from the prior year.
• Invested Capital for Q1 2026 stood at $599.9 million, up from $585.7 million in the prior quarter.
• The five-year high for Invested Capital was $599.9 million in Q1 2026, with the low at $140.8 million in Q3 2022.
• Historically, Invested Capital has averaged $331.8 million across 5 years, with a median of $285.0 million in 2023.
• Annual changes were most pronounced in 2022 — Invested Capital tumbled 67.27% — and 2023, when it surged 95.03%.
• Heritage Insurance Holdings' Invested Capital stood at $260.0 million in 2022, then fell by 7.43% to $240.7 million in 2023, then increased by 28.34% to $308.9 million in 2024, then soared by 89.63% to $585.7 million in 2025, then gained by 2.42% to $599.9 million in 2026.
• The last three Invested Capital figures came in at $599.9 million (Q1 2026), $585.7 million (Q4 2025), and $453.5 million (Q3 2025), per Business Quant data.