Heritage Insurance Holdings (HRTG) Return on Equity [ROE] (2014 - 2026)
Heritage Insurance Holdings' Return on Equity [ROE] was 39.55% in the quarter ended Jun 30, 2026, up 9.53 percentage points from 30.02% a year earlier and up 0.26 percentage points from the prior quarter.
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Analysis
Heritage Insurance Holdings (HRTG) Return on Equity [ROE] (2014 - 2026) Analysis & Trends
For the year ended Dec 31, 2025, Return on Equity [ROE] at Heritage Insurance Holdings came in at 49.13%, up 25.05 percentage points from the prior year.
- Return on Equity [ROE] shows a five-year change of +47.04 percentage points (years ended Dec 2020 to Dec 2025).
- In earlier years, Return on Equity [ROE] was 24.08% in the year ended Dec 31, 2024 (-1.71 pp), 25.79% in the year ended Dec 31, 2023 (+90.91 pp), -65.12% in the year ended Dec 31, 2022 (-46.09 pp) and -19.03% in the year ended Dec 31, 2021 (-21.12 pp).
- Quarterly Return on Equity [ROE] has moved between -144.90% (the quarter ended Sep 30, 2022) and 41.49% (the quarter ended Dec 31, 2025) over five years.
- Compared with a year earlier, Return on Equity [ROE] has increased for six straight quarters, with an average year-over-year change of +9.00 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Equity [ROE] over five years was the quarter ended Sep 30, 2023 (a gain of 162.07 percentage points); the worst was the quarter ended Sep 30, 2022 (a drop of 139.45 percentage points).
- Per Business Quant data, HRTG's Return on Equity [ROE] in the three quarters before the quarter ended Jun 30, 2026 was 39.29% (quarter ended Mar 31, 2026), 41.49% (quarter ended Dec 31, 2025) and 36.36% (quarter ended Sep 30, 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,248.67 Bn | -185.49 Bn | 56.71 Bn | 10.23% |
| 2 | Chubb | 141.22 Bn | 92.15 Bn | 8.67 Bn | 13.98% |
| 3 | Progressive | 134.26 Bn | 109.78 Bn | 8.29 Bn | 33.78% |
| 4 | Marsh & Mclennan Companies | 98.32 Bn | 90.72 Bn | - | 27.18% |
| 5 | Travelers Companies | 82.09 Bn | 59.57 Bn | 5.93 Bn | 26.83% |
| 6 | Manulife Financial | 75.36 Bn | -19.02 Bn | - | 15.17% |
| 7 | Arthur J. Gallagher | 72.54 Bn | 67.17 Bn | 3.33 Bn | 7.14% |
| 8 | Aon | 71.33 Bn | 50.56 Bn | - | 40.29% |
| 9 | Allstate | 65.04 Bn | 22.10 Bn | -9.85 Bn | 367.00% |
| 10 | Heritage Insurance Holdings | 992.39 Mn | -1.21 Bn | 137.85 Mn | 37.00% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 37.00% |
| Jun 30, 2026 | 39.55% |
| Mar 31, 2026 | 39.29% |
| Dec 31, 2025 | 41.49% |
| Sep 30, 2025 | 34.20% |
| Jun 30, 2025 | 31.75% |
| Mar 31, 2025 | 27.09% |
| Dec 31, 2024 | 23.75% |
| Sep 30, 2024 | 38.04% |
| Jun 30, 2024 | 27.71% |
| Mar 31, 2024 | 23.97% |
| Dec 31, 2023 | 34.25% |
| Sep 30, 2023 | 20.33% |
| Jun 30, 2023 | -12.26% |
| Mar 31, 2023 | -87.48% |
| Dec 31, 2022 | -163.53% |
| Sep 30, 2022 | -181.23% |
| Jun 30, 2022 | -97.80% |
| Mar 31, 2022 | -40.68% |
| Dec 31, 2021 | -22.82% |
API Access
Heritage Insurance Holdings Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=HRTG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=HRTG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();