Heritage Insurance Holdings (HRTG) Short-term Investments (2017 - 2026)
Heritage Insurance Holdings' Short-term Investments was $816,000 in the quarter ended Jun 30, 2026, down 23.3% from $1.06 million a year earlier and down 23.9% 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%).
- The figure for the quarter ended Jun 30, 2026 marks the lowest quarterly Short-term Investments in data going back to the quarter ended Dec 31, 2017.
- Compared with a year earlier, Short-term Investments was higher in three of the last eight quarters, with an average decline of 21.9%.
- 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 Jun 30, 2026 was $1.07 million (quarter ended Mar 31, 2026), $1.06 million (quarter ended Dec 31, 2025) and $1.06 million (quarter ended Sep 30, 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,083.21 Bn | -334.26 Bn | 55.86 Bn |
| 2 | Chubb | 127.58 Bn | 79.64 Bn | 9.13 Bn |
| 3 | Progressive | 122.25 Bn | 98.08 Bn | 9.04 Bn |
| 4 | Marsh & Mclennan Companies | 81.29 Bn | 73.03 Bn | - |
| 5 | Travelers Companies | 75.19 Bn | 51.44 Bn | 6.23 Bn |
| 6 | Manulife Financial | 73.16 Bn | 74.37 Bn | - |
| 7 | Metlife | 60.22 Bn | -46.26 Bn | 7.82 Bn |
| 8 | Arthur J. Gallagher | 57.98 Bn | 52.41 Bn | - |
| 9 | Aon | 57.16 Bn | 50.40 Bn | - |
| 10 | Heritage Insurance Holdings | 1.01 Bn | -1.22 Bn | 153.14 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |
| Dec 31, 2020 | 1.60 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();