Heritage Insurance Holdings (HRTG) Return on Assets [ROA] (2016 - 2026)
Heritage Insurance Holdings' Return on Assets [ROA] was 9.62% in the quarter ended Jun 30, 2026, up 5.12 percentage points from 4.50% a year earlier and up 0.06 percentage points from the prior quarter.
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Analysis
Heritage Insurance Holdings (HRTG) Return on Assets [ROA] (2016 - 2026) Analysis & Trends
For the year ended Dec 31, 2025, Return on Assets [ROA] at Heritage Insurance Holdings came in at 8.38%, up 5.70 percentage points from the prior year.
- Return on Assets [ROA] has now increased for three consecutive years, with a five-year change of +7.92 percentage points (years ended Dec 2020 to Dec 2025).
- In earlier years, Return on Assets [ROA] was 2.68% in the year ended Dec 31, 2024 (+0.67 pp), 2.01% in the year ended Dec 31, 2023 (+9.07 pp), -7.06% in the year ended Dec 31, 2022 (-3.39 pp) and -3.67% in the year ended Dec 31, 2021 (-4.13 pp).
- The figure for the quarter ended Jun 30, 2026 marks the highest quarterly Return on Assets [ROA] in data going back to the quarter ended Mar 31, 2016.
- Compared with a year earlier, Return on Assets [ROA] has increased for 14 straight quarters, with an average year-over-year change of +3.27 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Assets [ROA] over five years was the quarter ended Sep 30, 2023 (a gain of 10.63 percentage points); the worst was the quarter ended Jun 30, 2022 (a drop of 9.01 percentage points).
- Per Business Quant data, HRTG's Return on Assets [ROA] in the three quarters before the quarter ended Jun 30, 2026 was 9.56% (quarter ended Mar 31, 2026), 8.57% (quarter ended Dec 31, 2025) and 6.08% (quarter ended Sep 30, 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,079.16 Bn | -338.32 Bn | 55.86 Bn | 6.84% |
| 2 | Chubb | 127.75 Bn | 79.80 Bn | 9.13 Bn | 4.13% |
| 3 | Progressive | 122.68 Bn | 98.52 Bn | 9.04 Bn | 9.46% |
| 4 | Marsh & Mclennan Companies | 82.15 Bn | 73.89 Bn | - | 6.88% |
| 5 | Travelers Companies | 75.41 Bn | 51.66 Bn | 6.23 Bn | 5.81% |
| 6 | Manulife Financial | 72.51 Bn | 73.72 Bn | - | 0.91% |
| 7 | Metlife | 60.18 Bn | -46.30 Bn | 7.82 Bn | 0.49% |
| 8 | Arthur J. Gallagher | 59.45 Bn | 53.89 Bn | - | 1.97% |
| 9 | Aon | 58.55 Bn | 51.79 Bn | - | 7.61% |
| 10 | Heritage Insurance Holdings | 1.01 Bn | -1.22 Bn | 153.14 Mn | 9.62% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 9.62% |
| Mar 31, 2026 | 9.56% |
| Dec 31, 2025 | 8.57% |
| Sep 30, 2025 | 6.08% |
| Jun 30, 2025 | 4.50% |
| Mar 31, 2025 | 3.32% |
| Dec 31, 2024 | 2.54% |
| Sep 30, 2024 | 2.90% |
| Jun 30, 2024 | 2.39% |
| Mar 31, 2024 | 2.14% |
| Dec 31, 2023 | 2.02% |
| Sep 30, 2023 | 1.13% |
| Jun 30, 2023 | -0.62% |
| Mar 31, 2023 | -4.82% |
| Dec 31, 2022 | -6.28% |
| Sep 30, 2022 | -9.49% |
| Jun 30, 2022 | -9.53% |
| Mar 31, 2022 | -5.26% |
| Dec 31, 2021 | -3.53% |
| Sep 30, 2021 | -0.98% |
API Access
Heritage Insurance Holdings Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=HRTG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=HRTG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();