Heritage Insurance Holdings (HRTG) Liabilities and Shareholders Equity (2013 - 2026)
Heritage Insurance Holdings (HRTG) posted Liabilities and Shareholders Equity of $2.45 billion for the quarter ended Jun 30, 2026, down 3.3% from $2.54 billion a year earlier but up 21.3% from the prior quarter.
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Analysis
Heritage Insurance Holdings (HRTG) Liabilities and Shareholders Equity (2013 - 2026) Analysis & Trends
As of Dec 31, 2025, Heritage Insurance Holdings' Liabilities and Shareholders Equity came in at $2.2 billion, down 11.1% from the prior year.
- Annual Liabilities and Shareholders Equity shows a five-year compound annual growth rate of 1.0% (years ended Dec 2020 to Dec 2025).
- In prior years, Heritage Insurance Holdings' Liabilities and Shareholders Equity was $2.47 billion in the year ended Dec 31, 2024 (+16.5%), $2.12 billion in the year ended Dec 31, 2023 (-11.4%), $2.39 billion in the year ended Dec 31, 2022 (+20.8%) and $1.98 billion in the year ended Dec 31, 2021 (-5.2%).
- Quarterly Liabilities and Shareholders Equity has run from a low of $1.84 billion in the quarter ended Mar 31, 2022 to a high of $2.6 billion in the quarter ended Jun 30, 2024 over five years.
- On a year-over-year basis, Liabilities and Shareholders Equity has declined in each of the last five quarters, with an average decline of 0.6% over the last eight quarters.
- The strongest year-over-year quarter for Liabilities and Shareholders Equity in the past five years was the quarter ended Dec 31, 2022, with growth of 20.8%; the weakest was the quarter ended Jun 30, 2022, with a decline of 13.7%.
- According to Business Quant data, Liabilities and Shareholders Equity for the three prior quarters was $2.02 billion (quarter ended Mar 31, 2026), $2.2 billion (quarter ended Dec 31, 2025) and $2.37 billion (quarter ended Sep 30, 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,073.91 Bn | -343.57 Bn | 55.86 Bn | 1,263.07 Bn |
| 2 | Chubb | 125.44 Bn | 77.50 Bn | 9.13 Bn | 281.32 Bn |
| 3 | Progressive | 120.54 Bn | 96.37 Bn | 9.04 Bn | 124.93 Bn |
| 4 | Marsh & Mclennan Companies | 81.59 Bn | 73.34 Bn | - | 59.68 Bn |
| 5 | Travelers Companies | 74.40 Bn | 50.64 Bn | 6.23 Bn | 143.58 Bn |
| 6 | Manulife Financial | 72.53 Bn | 73.74 Bn | - | 790.88 Bn |
| 7 | Metlife | 60.06 Bn | -46.42 Bn | 7.82 Bn | 759.37 Bn |
| 8 | Aon | 58.71 Bn | 51.95 Bn | - | 53.35 Bn |
| 9 | Arthur J. Gallagher | 58.49 Bn | 52.93 Bn | - | 81.81 Bn |
| 10 | Heritage Insurance Holdings | 985.63 Mn | -1.24 Bn | 153.14 Mn | 2.45 Bn |
Historic Data
Download Data
Historic 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 |
API Access
Heritage Insurance Holdings Liabilities and Shareholders Equity 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=liabilities-and-shareholders-equity&ticker=HRTG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "liabilities-and-shareholders-equity", "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=liabilities-and-shareholders-equity&ticker=HRTG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();