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

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

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

Heritage Insurance Holdings (HRTG) has reported Retained Earnings for 14 consecutive years, with $319.7 million the latest figure, recorded in Q1 2026.

  • Retained Earnings for Q1 2026 came in at $319.7 million, up 1544.21% year-over-year; the trailing twelve-month figure through Mar 2026 was $319.7 million (up 1544.21% YoY), and the FY2025 annual result was $283.2 million, up 1090.25% from the prior year.
  • Retained Earnings was $319.7 million for Q1 2026 at Heritage Insurance Holdings, up from $283.2 million in the prior quarter.
  • Over five years, Retained Earnings peaked at $319.7 million in Q1 2026 and troughed at -$54.6 million in Q3 2022.
  • Average Retained Earnings over 5 years is $51.6 million, with a median of -$5.2 million recorded in 2023.
  • The widest YoY moves for Retained Earnings: up 5041.77% in 2022, down 6712.2% in 2022.
  • Over 5 years, Retained Earnings stood at -$53.6 million in 2022, then jumped by 34.22% to -$35.2 million in 2023, then gained by 18.85% to -$28.6 million in 2024, then surged by 1090.25% to $283.2 million in 2025, then rose by 12.88% to $319.7 million in 2026.
  • Per Business Quant data, the three most recent Retained Earnings figures were $319.7 million in Q1 2026, $283.2 million in Q4 2025, and $216.6 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 Markel 7,105.55 Bn 7,090.09 Bn 2.38 Bn -237.60 Mn
2 Progressive 131.92 Bn 127.57 Bn 8.36 Bn -471.00 Mn
3 Chubb 78.78 Bn 71.35 Bn 8.64 Bn -5.91 Bn
4 Cincinnati Financial 74.32 Bn 73.06 Bn 2.60 Bn 16.85 Bn
5 Travelers Companies 72.03 Bn 48.11 Bn 5.54 Bn -3.08 Bn
6 Allstate 63.08 Bn 38.49 Bn 14.72 Bn -292.00 Mn
7 Fairfax Financial Holdings 34.53 Bn 39.18 Bn - -
8 Loews 23.53 Bn 11.27 Bn -1.32 Bn 17.70 Bn
9 Selective Insurance 20.82 Bn 19.07 Bn 543.42 Mn 3.57 Bn
10 Heritage Insurance Holdings 80,340.00 -518.06 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