Heritage Insurance Holdings (HRTG) Long-Term Investments (2013 - 2026)
Heritage Insurance Holdings' (HRTG) quarterly Long-Term Investments came in at $102.6 million in Q1 2026, down 84.76% YoY from $673.4 million in Q1 2025, and up 7886.3% on a QoQ basis from $1.3 million in Q4 2025.
Heritage Insurance Holdings (HRTG) Long-Term Investments (2013 - 2026) Analysis & Trends
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.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 134.95 Bn | 121.18 Bn | 9.13 Bn | 172.65 Bn |
| 2 | Progressive | 124.05 Bn | 119.05 Bn | 9.04 Bn | 97.22 Bn |
| 3 | Travelers Companies | 79.32 Bn | 55.56 Bn | 4.83 Bn | 652.00 Mn |
| 4 | Allstate | 67.24 Bn | 28.51 Bn | 16.28 Bn | 87.80 Bn |
| 5 | Fairfax Financial Holdings | 35.33 Bn | 35.33 Bn | - | -163.40 Mn |
| 6 | Cincinnati Financial | 26.75 Bn | 24.86 Bn | 2.39 Bn | 33.15 Bn |
| 7 | Loews | 23.32 Bn | 1.02 Bn | 2.57 Bn | 55.20 Bn |
| 8 | Markel | 23.16 Bn | 6.28 Bn | 2.83 Bn | 33.50 Bn |
| 9 | Assurant | 14.04 Bn | 12.01 Bn | 2.71 Bn | 10.46 Bn |
| 10 | Heritage Insurance Holdings | 975.56 Mn | 260.06 Mn | 153.14 Mn | 803.99 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 803.99 Mn |
| Mar 31, 2026 | 102.62 Mn |
| Dec 31, 2025 | 1.29 Mn |
| Sep 30, 2025 | 703.18 Mn |
| Jun 30, 2025 | 4.86 Mn |
| Mar 31, 2025 | 673.38 Mn |
| Dec 31, 2024 | 5.95 Mn |
| Sep 30, 2024 | 6.75 Mn |
| Jun 30, 2024 | 6.79 Mn |
| Mar 31, 2024 | 6.89 Mn |
| Dec 31, 2023 | 569.42 Mn |
| Sep 30, 2023 | 11.75 Mn |
| Jun 30, 2023 | 11.78 Mn |
| Mar 31, 2023 | 14.28 Mn |
| Dec 31, 2022 | 56.56 Mn |
| Sep 30, 2022 | 59.98 Mn |
| Jun 30, 2022 | 654.32 Mn |
| Mar 31, 2022 | 324.66 Mn |
| Dec 31, 2021 | 91.96 Mn |
| Sep 30, 2021 | 23.89 Mn |