Heritage Insurance Holdings (HRTG) Long-Term Investments (2013 - 2026)
Heritage Insurance Holdings (HRTG) reported Long-Term Investments of $803.99 million for the quarter ended Jun 30, 2026, up 19.8% from $671.33 million a year earlier and up 6.7% from the prior quarter.
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Analysis
Heritage Insurance Holdings (HRTG) Long-Term Investments (2013 - 2026) Analysis & Trends
As of Dec 31, 2025, Heritage Insurance Holdings posted Long-Term Investments of $715.59 million, up 7.9% from the prior year.
- Long-Term Investments has a five-year compound annual growth rate of 4.0% (years ended Dec 2020 to Dec 2025).
- By year, Long-Term Investments came in at $663.44 million in the year ended Dec 31, 2024 (+16.5%), $569.42 million in the year ended Dec 31, 2023 (-12.9%), $653.57 million in the year ended Dec 31, 2022 (-5.9%) and $694.7 million in the year ended Dec 31, 2021 (+17.9%).
- The figure for the quarter ended Jun 30, 2026 ranks as the highest quarterly Long-Term Investments in data going back to the quarter ended Dec 31, 2013.
- Year over year, Long-Term Investments has now increased in each of the last four quarters, with growth averaging 7.5% over the last eight quarters.
- The high point for year-over-year Long-Term Investments in five years was the quarter ended Sep 30, 2021 (growth of 44.8%); the low point was the quarter ended Dec 31, 2023 (a decline of 12.9%).
- Per Business Quant data, the three quarters before the quarter ended Jun 30, 2026 came in at $753.72 million (quarter ended Mar 31, 2026), $715.59 million (quarter ended Dec 31, 2025) and $703.18 million (quarter ended Sep 30, 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,079.16 Bn | -338.32 Bn | 55.86 Bn | 19.95 Bn |
| 2 | Chubb | 127.75 Bn | 79.80 Bn | 9.13 Bn | 172.65 Bn |
| 3 | Progressive | 122.68 Bn | 98.52 Bn | 9.04 Bn | 97.22 Bn |
| 4 | Marsh & Mclennan Companies | 82.15 Bn | 73.89 Bn | - | - |
| 5 | Travelers Companies | 75.41 Bn | 51.66 Bn | 6.23 Bn | 103.18 Bn |
| 6 | Manulife Financial | 72.51 Bn | 73.72 Bn | - | - |
| 7 | Metlife | 60.18 Bn | -46.30 Bn | 7.82 Bn | 482.56 Bn |
| 8 | Arthur J. Gallagher | 59.45 Bn | 53.89 Bn | - | - |
| 9 | Aon | 58.55 Bn | 51.79 Bn | - | - |
| 10 | Heritage Insurance Holdings | 1.01 Bn | -1.22 Bn | 153.14 Mn | 803.99 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 803.99 Mn |
| Mar 31, 2026 | 753.72 Mn |
| Dec 31, 2025 | 715.59 Mn |
| Sep 30, 2025 | 703.18 Mn |
| Jun 30, 2025 | 671.33 Mn |
| Mar 31, 2025 | 673.38 Mn |
| Dec 31, 2024 | 663.44 Mn |
| Sep 30, 2024 | 680.44 Mn |
| Jun 30, 2024 | 707.58 Mn |
| Mar 31, 2024 | 652.94 Mn |
| Dec 31, 2023 | 569.42 Mn |
| Sep 30, 2023 | 665.00 Mn |
| Jun 30, 2023 | 708.34 Mn |
| Mar 31, 2023 | 628.95 Mn |
| Dec 31, 2022 | 653.57 Mn |
| Sep 30, 2022 | 651.79 Mn |
| Jun 30, 2022 | 654.32 Mn |
| Mar 31, 2022 | 689.49 Mn |
| Dec 31, 2021 | 694.70 Mn |
| Sep 30, 2021 | 686.12 Mn |
API Access
Heritage Insurance Holdings Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=HRTG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "HRTG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=HRTG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();