Heritage Insurance Holdings (HRTG) Long-Term Investments (2013 - 2026)

Heritage Insurance Holdings (HRTG) posted Long-Term Investments of $753.7 million for Q1 2026, up 5.33% quarter-over-quarter from $715.6 million in Q4 2025, and up 15188.34% year-on-year from N/an in Q1 2025.

Heritage Insurance Holdings (HRTG) Long-Term Investments (2013 - 2026) Analysis & Trends

Heritage Insurance Holdings (HRTG) has reported Long-Term Investments for 14 consecutive years, with $753.7 million the latest figure, recorded in Q1 2026.

  • Long-Term Investments for Q1 2026 came in at $753.7 million, up 15188.34% year-over-year; the trailing twelve-month figure through Mar 2026 was $753.7 million (up 15188.34% YoY), and the FY2025 annual result was $715.6 million, up 7.86% from the prior year.
  • Long-Term Investments was $753.7 million for Q1 2026 at Heritage Insurance Holdings, up from $715.6 million in the prior quarter.
  • Over five years, Long-Term Investments peaked at $753.7 million in Q1 2026 and troughed at $1.3 million in Q3 2025.
  • Average Long-Term Investments over 5 years is $284.4 million, with a median of $14.6 million recorded in 2022.
  • Year-over-year, Long-Term Investments slumped 99.81% in 2025 and soared 15188.34% in 2026.
  • Over 5 years, Long-Term Investments stood at $653.6 million in 2022, then slumped by 98.92% to $7.1 million in 2023, then surged by 9287.9% to $663.4 million in 2024, then gained by 7.86% to $715.6 million in 2025, then advanced by 5.33% to $753.7 million in 2026.
  • Per Business Quant data, the three most recent Long-Term Investments figures were $753.7 million in Q1 2026, $715.6 million in Q4 2025, and $1.3 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Markel 7,105.55 Bn 7,090.09 Bn 2.38 Bn 32.27 Bn
2 Progressive 131.92 Bn 127.57 Bn 8.36 Bn 94.13 Bn
3 Chubb 78.78 Bn 71.35 Bn 8.64 Bn 11.17 Bn
4 Cincinnati Financial 74.32 Bn 73.06 Bn 2.60 Bn 32.00 Bn
5 Travelers Companies 72.03 Bn 48.11 Bn 5.54 Bn 4.09 Bn
6 Allstate 63.08 Bn 38.49 Bn 14.72 Bn 85.16 Bn
7 Fairfax Financial Holdings 34.53 Bn 39.18 Bn - -72.90 Mn
8 Loews 23.53 Bn 11.27 Bn -1.32 Bn 54.29 Bn
9 Selective Insurance 20.82 Bn 19.07 Bn 543.42 Mn 11.39 Bn
10 Heritage Insurance Holdings 80,340.00 -518.06 Mn 121.06 Mn 753.72 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 753.72 Mn
Dec 31, 2025 715.59 Mn
Sep 30, 2025 1.29 Mn
Jun 30, 2025 4.86 Mn
Mar 31, 2025 4.93 Mn
Dec 31, 2024 663.44 Mn
Sep 30, 2024 680.44 Mn
Jun 30, 2024 6.79 Mn
Mar 31, 2024 6.89 Mn
Dec 31, 2023 7.07 Mn
Sep 30, 2023 11.75 Mn
Jun 30, 2023 11.78 Mn
Mar 31, 2023 628.95 Mn
Dec 31, 2022 653.57 Mn
Sep 30, 2022 651.79 Mn
Jun 30, 2022 17.35 Mn
Mar 31, 2022 14.56 Mn
Dec 31, 2021 91.96 Mn
Sep 30, 2021 23.89 Mn
Jun 30, 2021 24.79 Mn