Heritage Insurance Holdings (HRTG) Return on Sales [ROS] (2013 - 2026)
Heritage Insurance Holdings (HRTG) reported Return on Sales [ROS] of 39.15% for the quarter ended Jun 30, 2026, up 7.96 percentage points from 31.18% a year earlier and up 15.25 percentage points from the prior quarter.
Heritage Insurance Holdings (HRTG) Return on Sales [ROS] (2013 - 2026) Analysis & Trends
Over the twelve months ended Jun 30, 2026, Heritage Insurance Holdings' Return on Sales [ROS] came in at 34.46%, up 16.57 percentage points year-over-year; for the year ended Dec 31, 2025, it came in at 31.53%, up 20.07 percentage points from the prior year.
- Return on Sales [ROS] has increased for three consecutive years, with a five-year change of +29.81 percentage points (years ended Dec 2020 to Dec 2025).
- By year, Return on Sales [ROS] came in at 11.46% in the year ended Dec 31, 2024 (+2.86 pp), 8.59% in the year ended Dec 31, 2023 (+32.35 pp), -23.75% in the year ended Dec 31, 2022 (-12.98 pp) and -10.78% in the year ended Dec 31, 2021 (-12.49 pp).
- Five-year quarterly Return on Sales [ROS] spans a low of -52.24% in the quarter ended Jun 30, 2022 and a high of 41.65% in the quarter ended Dec 31, 2025.
- Year over year, Return on Sales [ROS] has now increased in each of the last six quarters, with an average year-over-year change of +12.25 percentage points over the last eight quarters.
- The high point for year-over-year Return on Sales [ROS] in five years was the quarter ended Jun 30, 2023 (a gain of 61.08 percentage points); the low point was the quarter ended Jun 30, 2022 (a drop of 49.58 percentage points).
- Per Business Quant data, the three quarters before the quarter ended Jun 30, 2026 came in at 23.90% (quarter ended Mar 31, 2026), 41.65% (quarter ended Dec 31, 2025) and 33.03% (quarter ended Sep 30, 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROS (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,248.67 Bn | -185.49 Bn | 56.71 Bn | -32.86% |
| 2 | Chubb | 141.22 Bn | 92.15 Bn | 8.67 Bn | 22.27% |
| 3 | Progressive | 134.26 Bn | 109.78 Bn | 8.29 Bn | 14.33% |
| 4 | Marsh & Mclennan Companies | 98.32 Bn | 90.72 Bn | - | 17.70% |
| 5 | Travelers Companies | 82.09 Bn | 59.57 Bn | 5.93 Bn | 20.04% |
| 6 | Manulife Financial | 75.36 Bn | -19.02 Bn | - | 7.83% |
| 7 | Arthur J. Gallagher | 72.54 Bn | 67.17 Bn | 3.33 Bn | 17.18% |
| 8 | Aon | 71.33 Bn | 50.56 Bn | - | 19.73% |
| 9 | Allstate | 65.04 Bn | 22.10 Bn | -9.85 Bn | -3.13% |
| 10 | Heritage Insurance Holdings | 992.39 Mn | -1.21 Bn | 137.85 Mn | 31.58% |
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 31.58% |
| Jun 30, 2026 | 39.15% |
| Mar 31, 2026 | 23.90% |
| Dec 31, 2025 | 41.65% |
| Sep 30, 2025 | 33.03% |
| Jun 30, 2025 | 31.18% |
| Mar 31, 2025 | 20.06% |
| Dec 31, 2024 | 14.99% |
| Sep 30, 2024 | 5.55% |
| Jun 30, 2024 | 13.58% |
| Mar 31, 2024 | 11.87% |
| Dec 31, 2023 | 19.34% |
| Sep 30, 2023 | -5.06% |
| Jun 30, 2023 | 8.85% |
| Mar 31, 2023 | 11.36% |
| Dec 31, 2022 | 8.54% |
| Sep 30, 2022 | -28.59% |
| Jun 30, 2022 | -52.24% |
| Mar 31, 2022 | -24.85% |
| Dec 31, 2021 | -25.71% |
Heritage Insurance Holdings Return on Sales [ROS] 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-sales-%5Bros%5D&ticker=HRTG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-sales-[ros]", "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-sales-%5Bros%5D&ticker=HRTG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();