Heritage Insurance Holdings (HRTG) Long-Term Investments (2013 - 2026)
Heritage Insurance Holdings (HRTG) reported Long-Term Investments of $753.7 million for Q1 2026, up 15188.34% on a YoY basis from N/an in Q1 2025, and up 5.33% quarter-over-quarter from $715.6 million in Q4 2025.
Heritage Insurance Holdings (HRTG) Long-Term Investments (2013 - 2026) Analysis & Trends
Heritage Insurance Holdings has reported Long-Term Investments for 14 years, with the latest figure at $753.7 million in Q1 2026.
- For the quarter ending Q1 2026, Long-Term Investments rose 15188.34% year-over-year to $753.7 million; the trailing twelve-month figure through Mar 2026 stood at $753.7 million (up 15188.34% YoY), and the FY2025 full-year result was $715.6 million, up 7.86% from the prior year.
- Long-Term Investments for Q1 2026 stood at $753.7 million, up from $715.6 million in the prior quarter.
- The five-year high for Long-Term Investments was $753.7 million in Q1 2026, with the low at $1.3 million in Q3 2025.
- Historically, Long-Term Investments has averaged $284.4 million across 5 years, with a median of $14.6 million in 2022.
- Annual changes were most pronounced in 2025 — Long-Term Investments plunged 99.81% — and 2026, when it jumped 15188.34%.
- Heritage Insurance Holdings' Long-Term Investments stood at $653.6 million in 2022, then tumbled by 98.92% to $7.1 million in 2023, then surged by 9287.9% to $663.4 million in 2024, then grew by 7.86% to $715.6 million in 2025, then increased by 5.33% to $753.7 million in 2026.
- The last three Long-Term Investments figures came in at $753.7 million (Q1 2026), $715.6 million (Q4 2025), and $1.3 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 127.40 Bn | 119.98 Bn | 8.64 Bn | 11.17 Bn |
| 2 | Progressive | 119.47 Bn | 115.12 Bn | 8.36 Bn | 94.13 Bn |
| 3 | Travelers Companies | 65.26 Bn | 41.34 Bn | 5.54 Bn | 4.09 Bn |
| 4 | Allstate | 57.33 Bn | 32.74 Bn | 14.72 Bn | 85.16 Bn |
| 5 | Berkley W R | 26.90 Bn | 23.16 Bn | 2.72 Bn | 1.16 Bn |
| 6 | Cincinnati Financial | 25.67 Bn | 24.41 Bn | 2.60 Bn | 32.00 Bn |
| 7 | Markel | 22.97 Bn | 7.51 Bn | 2.38 Bn | 32.27 Bn |
| 8 | Loews | 22.18 Bn | 9.92 Bn | -1.32 Bn | 54.29 Bn |
| 9 | Assurant | 12.79 Bn | 10.87 Bn | 2.01 Bn | 601.50 Mn |
| 10 | Heritage Insurance Holdings | 679.89 Mn | 161.75 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 |