Heritage Insurance Holdings (HRTG) Retained Earnings (2013 - 2026)
Heritage Insurance Holdings' (HRTG) quarterly Retained Earnings came in at -$14.0 million in Q1 2026, up 36.82% YoY from -$10.2 million in Q1 2025, and down 32.52% on a QoQ basis from -$10.6 million in Q4 2025.
Analysis
Heritage Insurance Holdings (HRTG) Retained Earnings (2013 - 2026) Analysis & Trends
Heritage Insurance Holdings (HRTG) has 14 years of Retained Earnings data on file, last reported at -$14.0 million in Q1 2026.
- Quarterly Retained Earnings rose 36.82% year-over-year to -$14.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$14.0 million (up 36.82% YoY) and the FY2025 annual result came in at -$10.6 million, up 63.1% from the prior year.
- Retained Earnings retreated to -$14.0 million in Q1 2026, from -$10.6 million in the prior quarter.
- In the past five years, Retained Earnings ranged from a high of $216.6 million in Q3 2025 to a low of -$49.7 million in Q3 2023.
- A 5-year average of $8.9 million and a median of -$14.0 million in 2026 frame the typical range for Retained Earnings.
- The widest YoY moves for Retained Earnings: up 2556.02% in 2022, down 7725.43% in 2022.
- Tracing HRTG's Retained Earnings over 5 years: stood at -$19.2 million in 2022, then jumped by 236.1% to $26.1 million in 2023, then plunged by 209.52% to -$28.6 million in 2024, then soared by 63.1% to -$10.6 million in 2025, then plunged by 32.52% to -$14.0 million in 2026.
- The last three Retained Earnings figures came in at -$14.0 million (Q1 2026), -$10.6 million (Q4 2025), and $216.6 million (Q3 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 134.13 Bn | 120.36 Bn | 9.13 Bn | 71.68 Bn |
| 2 | Progressive | 130.61 Bn | 125.61 Bn | 9.04 Bn | 32.26 Bn |
| 3 | Travelers Companies | 78.76 Bn | 55.01 Bn | 6.23 Bn | 58.35 Bn |
| 4 | Allstate | 67.73 Bn | 29.00 Bn | 16.28 Bn | 67.50 Bn |
| 5 | Fairfax Financial Holdings | 36.04 Bn | 36.04 Bn | - | - |
| 6 | Cincinnati Financial | 26.88 Bn | 24.98 Bn | 2.39 Bn | 17.96 Bn |
| 7 | Markel | 23.13 Bn | 6.24 Bn | 2.83 Bn | 15.59 Bn |
| 8 | Loews | 22.64 Bn | 344.02 Mn | 2.57 Bn | 18.13 Bn |
| 9 | Assurant | 14.22 Bn | 12.19 Bn | 2.71 Bn | 5.13 Bn |
| 10 | Heritage Insurance Holdings | 1.04 Bn | 329.40 Mn | 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 | -35.25 Mn |
| Sep 30, 2023 | -49.72 Mn |
| Jun 30, 2023 | -46.57 Mn |
| Mar 31, 2023 | -44.30 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 | 138.38 Mn |
| Sep 30, 2021 | 189.24 Mn |