Heritage Insurance Holdings (HRTG) Retained Earnings (2013 - 2026)

Heritage Insurance Holdings (HRTG) reported Retained Earnings of $319.7 million for Q1 2026, up 1544.21% on a YoY basis from $19.4 million in Q1 2025, and up 12.88% quarter-over-quarter from $283.2 million in Q4 2025.

Heritage Insurance Holdings (HRTG) Retained Earnings (2013 - 2026) Analysis & Trends

Heritage Insurance Holdings has reported Retained Earnings for 14 years, with the latest figure at $319.7 million in Q1 2026.

  • For the quarter ending Q1 2026, Retained Earnings rose 1544.21% year-over-year to $319.7 million; the trailing twelve-month figure through Mar 2026 stood at $319.7 million (up 1544.21% YoY), and the FY2025 full-year result was $283.2 million, up 1090.25% from the prior year.
  • Retained Earnings for Q1 2026 stood at $319.7 million, up from $283.2 million in the prior quarter.
  • The five-year high for Retained Earnings was $319.7 million in Q1 2026, with the low at -$54.6 million in Q3 2022.
  • Historically, Retained Earnings has averaged $51.6 million across 5 years, with a median of -$5.2 million in 2023.
  • The largest YoY upside for Retained Earnings was 5041.77% in 2022 against a maximum downside of 6712.2% in 2022.
  • Heritage Insurance Holdings' Retained Earnings stood at -$53.6 million in 2022, then jumped by 34.22% to -$35.2 million in 2023, then grew by 18.85% to -$28.6 million in 2024, then surged by 1090.25% to $283.2 million in 2025, then climbed by 12.88% to $319.7 million in 2026.
  • The last three Retained Earnings figures came in at $319.7 million (Q1 2026), $283.2 million (Q4 2025), and $216.6 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 Chubb 127.40 Bn 119.98 Bn 8.64 Bn -5.91 Bn
2 Progressive 119.47 Bn 115.12 Bn 8.36 Bn -471.00 Mn
3 Travelers Companies 65.26 Bn 41.34 Bn 5.54 Bn -3.08 Bn
4 Allstate 57.33 Bn 32.74 Bn 14.72 Bn -292.00 Mn
5 Berkley W R 26.90 Bn 23.16 Bn 2.72 Bn -601.28 Mn
6 Cincinnati Financial 25.67 Bn 24.41 Bn 2.60 Bn 16.85 Bn
7 Markel 22.97 Bn 7.51 Bn 2.38 Bn -237.60 Mn
8 Loews 22.18 Bn 9.92 Bn -1.32 Bn 17.70 Bn
9 Assurant 12.79 Bn 10.87 Bn 2.01 Bn -629.00 Mn
10 Heritage Insurance Holdings 679.89 Mn 161.75 Mn 121.06 Mn 319.73 Mn

Historic Data

Download Data
DateValue
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 -22.14 Mn
Dec 31, 2024 -28.60 Mn
Sep 30, 2024 67.36 Mn
Jun 30, 2024 -34.77 Mn
Mar 31, 2024 40.34 Mn
Dec 31, 2023 -35.25 Mn
Sep 30, 2023 -49.72 Mn
Jun 30, 2023 2.60 Mn
Mar 31, 2023 -5.18 Mn
Dec 31, 2022 -53.59 Mn
Sep 30, 2022 -54.57 Mn
Jun 30, 2022 -41.19 Mn
Mar 31, 2022 106.00 Mn
Dec 31, 2021 -4.57 Mn
Sep 30, 2021 189.24 Mn
Jun 30, 2021 623,000.00