Heritage Insurance Holdings (HRTG) Return on Assets [ROA] (2014 - 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] (2014 - 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 | 1,248.67 Bn | -185.49 Bn | 56.71 Bn | 6.03% |
| 2 | Chubb | 141.22 Bn | 92.15 Bn | 8.67 Bn | 3.94% |
| 3 | Progressive | 134.26 Bn | 109.78 Bn | 8.29 Bn | 9.20% |
| 4 | Marsh & Mclennan Companies | 98.32 Bn | 90.72 Bn | - | 6.90% |
| 5 | Travelers Companies | 82.09 Bn | 59.57 Bn | 5.93 Bn | 5.83% |
| 6 | Manulife Financial | 75.36 Bn | -19.02 Bn | - | 0.77% |
| 7 | Arthur J. Gallagher | 72.54 Bn | 67.17 Bn | 3.33 Bn | 2.12% |
| 8 | Aon | 71.33 Bn | 50.56 Bn | - | 6.76% |
| 9 | Allstate | 65.04 Bn | 22.10 Bn | -9.85 Bn | 95.90% |
| 10 | Heritage Insurance Holdings | 992.39 Mn | -1.21 Bn | 137.85 Mn | 9.16% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 9.16% |
| Jun 30, 2026 | 9.62% |
| Mar 31, 2026 | 9.56% |
| Dec 31, 2025 | 8.57% |
| Sep 30, 2025 | 5.72% |
| Jun 30, 2025 | 4.76% |
| Mar 31, 2025 | 3.59% |
| Dec 31, 2024 | 2.80% |
| Sep 30, 2024 | 4.09% |
| Jun 30, 2024 | 2.87% |
| Mar 31, 2024 | 2.57% |
| Dec 31, 2023 | 2.84% |
| Sep 30, 2023 | 1.34% |
| Jun 30, 2023 | -0.86% |
| Mar 31, 2023 | -5.49% |
| Dec 31, 2022 | -8.28% |
| Sep 30, 2022 | -11.87% |
| Jun 30, 2022 | -11.69% |
| Mar 31, 2022 | -6.66% |
| Dec 31, 2021 | -4.04% |
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();