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

Heritage Insurance Holdings (HRTG) has 14 years of Long-Term Investments data on file, last reported at $102.6 million in Q1 2026.

• Quarterly Long-Term Investments fell 84.76% year-over-year to $102.6 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $102.6 million (down 84.76% YoY) and the FY2025 annual result came in at $1.3 million, down 78.41% from the prior year.
• Long-Term Investments improved to $102.6 million in Q1 2026, from $1.3 million in the prior quarter.
• In the past five years, Long-Term Investments ranged from a high of $703.2 million in Q3 2025 to a low of $1.3 million in Q4 2025.
• A 5-year average of $189.1 million and a median of $14.3 million in 2023 frame the typical range for Long-Term Investments.
• Annual changes were most pronounced in 2024 — Long-Term Investments plunged 98.95% — and 2025, when it surged 10322.08%.
• Tracing HRTG's Long-Term Investments over 5 years: stood at $56.6 million in 2022, then jumped by 906.67% to $569.4 million in 2023, then sank by 98.95% to $6.0 million in 2024, then sank by 78.41% to $1.3 million in 2025, then jumped by 7886.3% to $102.6 million in 2026.
• The last three Long-Term Investments figures came in at $102.6 million (Q1 2026), $1.3 million (Q4 2025), and $703.2 million (Q3 2025), per Business Quant data.