Heritage Insurance Holdings (HRTG) Short-term Investments (2017 - 2026)
Heritage Insurance Holdings' Short-term Investments was $816,000 in the quarter ended Sep 30, 2026, down 23.3% from $1.06 million a year earlier and unchanged from the prior quarter.
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Analysis
Heritage Insurance Holdings (HRTG) Short-term Investments (2017 - 2026) Analysis & Trends
As of Dec 31, 2025, Short-term Investments at Heritage Insurance Holdings came in at $1.06 million, down 45.0% from the prior year.
- Short-term Investments shows a five-year compound annual growth rate of -7.8% (years ended Dec 2020 to Dec 2025).
- In earlier years, Short-term Investments was $1.94 million in the year ended Dec 31, 2024 (+16.2%), $1.67 million in the year ended Dec 31, 2023 (+10.0%), $1.51 million in the year ended Dec 31, 2022 (+7.0%) and $1.42 million in the year ended Dec 31, 2021 (-11.5%).
- Quarterly Short-term Investments has moved between $816,000 (the quarter ended Jun 30, 2026) and $1.94 million (the quarter ended Dec 31, 2024) over five years.
- Compared with a year earlier, Short-term Investments was higher in two of the last eight quarters, with an average decline of 26.2%.
- The best year-over-year quarter for Short-term Investments over five years was the quarter ended Mar 31, 2024 (growth of 29.5%); the worst was the quarter ended Mar 31, 2025 (a decline of 45.0%).
- Per Business Quant data, HRTG's Short-term Investments in the three quarters before the quarter ended Sep 30, 2026 was $816,000 (quarter ended Jun 30, 2026), $1.07 million (quarter ended Mar 31, 2026) and $1.06 million (quarter ended Dec 31, 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,248.67 Bn | -185.49 Bn | 56.71 Bn |
| 2 | Chubb | 141.22 Bn | 92.15 Bn | 8.67 Bn |
| 3 | Progressive | 134.26 Bn | 109.78 Bn | 8.29 Bn |
| 4 | Marsh & Mclennan Companies | 98.32 Bn | 90.72 Bn | - |
| 5 | Travelers Companies | 82.09 Bn | 59.57 Bn | 5.93 Bn |
| 6 | Manulife Financial | 75.36 Bn | -19.02 Bn | - |
| 7 | Arthur J. Gallagher | 72.54 Bn | 67.17 Bn | 3.33 Bn |
| 8 | Aon | 71.33 Bn | 50.56 Bn | - |
| 9 | Allstate | 65.04 Bn | 22.10 Bn | -9.85 Bn |
| 10 | Heritage Insurance Holdings | 992.39 Mn | -1.21 Bn | 137.85 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 816,000.00 |
| Jun 30, 2026 | 816,000.00 |
| Mar 31, 2026 | 1.07 Mn |
| Dec 31, 2025 | 1.06 Mn |
| Sep 30, 2025 | 1.06 Mn |
| Jun 30, 2025 | 1.06 Mn |
| Mar 31, 2025 | 1.06 Mn |
| Dec 31, 2024 | 1.94 Mn |
| Sep 30, 2024 | 1.94 Mn |
| Jun 30, 2024 | 1.94 Mn |
| Mar 31, 2024 | 1.94 Mn |
| Dec 31, 2023 | 1.67 Mn |
| Sep 30, 2023 | 1.74 Mn |
| Jun 30, 2023 | 1.50 Mn |
| Mar 31, 2023 | 1.50 Mn |
| Dec 31, 2022 | 1.51 Mn |
| Sep 30, 2022 | 1.51 Mn |
| Jun 30, 2022 | 1.51 Mn |
| Mar 31, 2022 | 1.42 Mn |
| Dec 31, 2021 | 1.42 Mn |
API Access
Heritage Insurance Holdings Short-term Investments 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=short-term-investments&ticker=HRTG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "short-term-investments", "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=short-term-investments&ticker=HRTG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();