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| Date | Value |
|---|---|
| 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 |