Heritage Insurance Holdings (HRTG) Liabilities and Shareholders Equity (2013 - 2026)
Heritage Insurance Holdings' (HRTG) quarterly Liabilities and Shareholders Equity came in at $2.0 billion in Q1 2026, down 8.68% YoY from $2.2 billion in Q1 2025, and down 7.96% on a QoQ basis from $2.2 billion in Q4 2025.
Heritage Insurance Holdings (HRTG) Liabilities and Shareholders Equity (2013 - 2026) Analysis & Trends
Heritage Insurance Holdings (HRTG) has 14 years of Liabilities and Shareholders Equity data on file, last reported at $2.0 billion in Q1 2026.
- Quarterly Liabilities and Shareholders Equity fell 8.68% year-over-year to $2.0 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $9.1 billion (down 5.54% YoY) and the FY2025 annual result came in at $2.2 billion, down 11.06% from the prior year.
- Liabilities and Shareholders Equity retreated to $2.0 billion in Q1 2026, from $2.2 billion in the prior quarter.
- In the past five years, Liabilities and Shareholders Equity ranged from a high of $2.6 billion in Q2 2024 to a low of $1.8 billion in Q1 2022.
- A 5-year average of $2.3 billion and a median of $2.4 billion in 2023 frame the typical range for Liabilities and Shareholders Equity.
- The widest YoY moves for Liabilities and Shareholders Equity: up 20.79% in 2022, down 13.68% in 2022.
- Tracing HRTG's Liabilities and Shareholders Equity over 5 years: stood at $2.4 billion in 2022, then retreated by 11.41% to $2.1 billion in 2023, then grew by 16.48% to $2.5 billion in 2024, then retreated by 11.06% to $2.2 billion in 2025, then slipped by 7.96% to $2.0 billion in 2026.
- The last three Liabilities and Shareholders Equity figures came in at $2.0 billion (Q1 2026), $2.2 billion (Q4 2025), and $2.4 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 135.00 Bn | 121.24 Bn | 9.13 Bn | 281.32 Bn |
| 2 | Progressive | 124.64 Bn | 119.64 Bn | 9.04 Bn | 124.93 Bn |
| 3 | Travelers Companies | 79.47 Bn | 55.72 Bn | 4.83 Bn | 143.58 Bn |
| 4 | Allstate | 67.79 Bn | 29.06 Bn | 16.28 Bn | 124.76 Bn |
| 5 | Fairfax Financial Holdings | 35.33 Bn | 35.33 Bn | - | 109.09 Bn |
| 6 | Cincinnati Financial | 26.79 Bn | 24.90 Bn | 2.39 Bn | 43.23 Bn |
| 7 | Loews | 23.31 Bn | 1.01 Bn | 2.57 Bn | 87.23 Bn |
| 8 | Markel | 23.23 Bn | 6.34 Bn | 2.83 Bn | 71.26 Bn |
| 9 | Assurant | 14.13 Bn | 12.10 Bn | 2.71 Bn | 36.08 Bn |
| 10 | Heritage Insurance Holdings | 985.46 Mn | 269.97 Mn | 153.14 Mn | 2.45 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 2.45 Bn |
| Mar 31, 2026 | 2.02 Bn |
| Dec 31, 2025 | 2.20 Bn |
| Sep 30, 2025 | 2.37 Bn |
| Jun 30, 2025 | 2.54 Bn |
| Mar 31, 2025 | 2.21 Bn |
| Dec 31, 2024 | 2.47 Bn |
| Sep 30, 2024 | 2.37 Bn |
| Jun 30, 2024 | 2.60 Bn |
| Mar 31, 2024 | 2.13 Bn |
| Dec 31, 2023 | 2.12 Bn |
| Sep 30, 2023 | 2.37 Bn |
| Jun 30, 2023 | 2.36 Bn |
| Mar 31, 2023 | 2.16 Bn |
| Dec 31, 2022 | 2.39 Bn |
| Sep 30, 2022 | 2.52 Bn |
| Jun 30, 2022 | 2.03 Bn |
| Mar 31, 2022 | 1.84 Bn |
| Dec 31, 2021 | 1.98 Bn |
| Sep 30, 2021 | 2.25 Bn |