Heritage Insurance Holdings (HRTG) Retained Earnings (2013 - 2026)
Heritage Insurance Holdings' Retained Earnings was $381.44 million in the quarter ended Jun 30, 2026, up 129.6% from $166.15 million a year earlier and up 19.3% from the prior quarter.
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Analysis
Heritage Insurance Holdings (HRTG) Retained Earnings (2013 - 2026) Analysis & Trends
As of Dec 31, 2025, Retained Earnings at Heritage Insurance Holdings came in at $283.25 million, up 223.1% from the prior year.
- Retained Earnings shows a five-year compound annual growth rate of 5.2% (years ended Dec 2020 to Dec 2025).
- In earlier years, Retained Earnings was $87.66 million in the year ended Dec 31, 2024 (+235.6%), $26.12 million in the year ended Dec 31, 2023, -$19.19 million in the year ended Dec 31, 2022 and $138.38 million in the year ended Dec 31, 2021 (-37.0%).
- The figure for the quarter ended Jun 30, 2026 marks the highest quarterly Retained Earnings in data going back to the quarter ended Dec 31, 2013.
- Compared with a year earlier, Retained Earnings has increased for seven straight quarters, with growth averaging 193.4% over the last seven quarters.
- The best year-over-year quarter for Retained Earnings over five years was the quarter ended Dec 31, 2024 (growth of 235.6%); the worst was the quarter ended Jun 30, 2022 (a decline of 92.0%).
- Per Business Quant data, HRTG's Retained Earnings in the three quarters before the quarter ended Jun 30, 2026 was $319.73 million (quarter ended Mar 31, 2026), $283.25 million (quarter ended Dec 31, 2025) and $216.58 million (quarter ended Sep 30, 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 137.91 Bn | 84.49 Bn | 9.13 Bn | 71.68 Bn |
| 2 | Progressive | 129.10 Bn | 104.94 Bn | 9.04 Bn | 32.26 Bn |
| 3 | Marsh & Mclennan Companies | 90.59 Bn | 82.75 Bn | - | 29.16 Bn |
| 4 | Travelers Companies | 83.63 Bn | 59.88 Bn | 6.23 Bn | 58.35 Bn |
| 5 | Manulife Financial | 77.07 Bn | -17.81 Bn | - | - |
| 6 | Arthur J. Gallagher | 66.18 Bn | 60.59 Bn | - | 6.59 Bn |
| 7 | Metlife | 65.65 Bn | -41.13 Bn | 7.82 Bn | 45.38 Bn |
| 8 | Allstate | 64.02 Bn | 25.29 Bn | 8.73 Bn | 67.50 Bn |
| 9 | Aon | 62.98 Bn | 56.19 Bn | - | 82.00 Mn |
| 10 | Heritage Insurance Holdings | 1.11 Bn | -1.12 Bn | 153.14 Mn | 381.44 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 381.44 Mn |
| Mar 31, 2026 | 319.73 Mn |
| Dec 31, 2025 | 283.25 Mn |
| Sep 30, 2025 | 216.58 Mn |
| Jun 30, 2025 | 166.15 Mn |
| Mar 31, 2025 | 118.13 Mn |
| Dec 31, 2024 | 87.66 Mn |
| Sep 30, 2024 | 67.36 Mn |
| Jun 30, 2024 | 59.21 Mn |
| Mar 31, 2024 | 40.34 Mn |
| Dec 31, 2023 | 26.12 Mn |
| Sep 30, 2023 | -4.83 Mn |
| Jun 30, 2023 | 2.60 Mn |
| Mar 31, 2023 | -5.18 Mn |
| Dec 31, 2022 | -19.19 Mn |
| Sep 30, 2022 | -31.69 Mn |
| Jun 30, 2022 | 16.55 Mn |
| Mar 31, 2022 | 106.00 Mn |
| Dec 31, 2021 | 138.38 Mn |
| Sep 30, 2021 | 189.24 Mn |
API Access
Heritage Insurance Holdings Retained Earnings 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=retained-earnings&ticker=HRTG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "retained-earnings", "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=retained-earnings&ticker=HRTG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();