Heritage Insurance Holdings (HRTG) Return on Equity [ROE] (2015 - 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] (2015 - 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 | 1,083.21 Bn | -334.26 Bn | 55.86 Bn | 11.64% |
| 2 | Chubb | 127.58 Bn | 79.64 Bn | 9.13 Bn | 14.32% |
| 3 | Progressive | 122.25 Bn | 98.08 Bn | 9.04 Bn | 35.24% |
| 4 | Marsh & Mclennan Companies | 81.29 Bn | 73.03 Bn | - | 26.91% |
| 5 | Travelers Companies | 75.19 Bn | 51.44 Bn | 6.23 Bn | 25.51% |
| 6 | Manulife Financial | 73.16 Bn | 74.37 Bn | - | 17.86% |
| 7 | Metlife | 60.22 Bn | -46.26 Bn | 7.82 Bn | 13.22% |
| 8 | Arthur J. Gallagher | 57.98 Bn | 52.41 Bn | - | 6.62% |
| 9 | Aon | 57.16 Bn | 50.40 Bn | - | 40.61% |
| 10 | Heritage Insurance Holdings | 1.01 Bn | -1.22 Bn | 153.14 Mn | 39.55% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 39.55% |
| Mar 31, 2026 | 39.29% |
| Dec 31, 2025 | 41.49% |
| Sep 30, 2025 | 36.36% |
| Jun 30, 2025 | 30.02% |
| Mar 31, 2025 | 25.10% |
| Dec 31, 2024 | 21.59% |
| Sep 30, 2024 | 27.01% |
| Jun 30, 2024 | 23.10% |
| Mar 31, 2024 | 20.00% |
| Dec 31, 2023 | 24.38% |
| Sep 30, 2023 | 17.17% |
| Jun 30, 2023 | -8.89% |
| Mar 31, 2023 | -76.73% |
| Dec 31, 2022 | -124.15% |
| Sep 30, 2022 | -144.90% |
| Jun 30, 2022 | -79.71% |
| Mar 31, 2022 | -32.11% |
| Dec 31, 2021 | -19.96% |
| Sep 30, 2021 | -5.45% |
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();