Heritage Insurance Holdings (HRTG) Short-term Investments (2013 - 2026)
Heritage Insurance Holdings' (HRTG) quarterly Short-term Investments came in at $108.0 million in Q1 2026, up 10049.62% YoY from N/an in Q1 2025, and up 10049.62% on a QoQ basis from $1.1 million in Q4 2025.
Heritage Insurance Holdings (HRTG) Short-term Investments (2013 - 2026) Analysis & Trends
Heritage Insurance Holdings (HRTG) has 14 years of Short-term Investments data on file, last reported at $108.0 million in Q1 2026.
- Quarterly Short-term Investments rose 10049.62% year-over-year to $108.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $108.0 million (up 10049.62% YoY) and the FY2025 annual result came in at $1.1 million, down 45.04% from the prior year.
- Short-term Investments grew to $108.0 million in Q1 2026, from $1.1 million in the prior quarter.
- In the past five years, Short-term Investments ranged from a high of $175.4 million in Q3 2023 to a low of $1.1 million in Q1 2025.
- A 5-year average of $33.4 million and a median of $1.9 million in 2024 frame the typical range for Short-term Investments.
- Annual changes were most pronounced in 2023 — Short-term Investments jumped 11488.24% — and 2024, when it tumbled 98.9%.
- Tracing HRTG's Short-term Investments over 5 years: stood at $113.7 million in 2022, then tumbled by 98.53% to $1.7 million in 2023, then increased by 16.21% to $1.9 million in 2024, then plunged by 45.04% to $1.1 million in 2025, then jumped by 10049.62% to $108.0 million in 2026.
- The last three Short-term Investments figures came in at $108.0 million (Q1 2026), $1.1 million (Q4 2025), and $1.1 million (Q3 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Chubb | 134.95 Bn | 121.18 Bn | 9.13 Bn |
| 2 | Progressive | 124.05 Bn | 119.05 Bn | 9.04 Bn |
| 3 | Travelers Companies | 79.32 Bn | 55.56 Bn | 4.83 Bn |
| 4 | Allstate | 67.24 Bn | 28.51 Bn | 16.28 Bn |
| 5 | Fairfax Financial Holdings | 35.33 Bn | 35.33 Bn | - |
| 6 | Cincinnati Financial | 26.75 Bn | 24.86 Bn | 2.39 Bn |
| 7 | Loews | 23.32 Bn | 1.02 Bn | 2.57 Bn |
| 8 | Markel | 23.16 Bn | 6.28 Bn | 2.83 Bn |
| 9 | Assurant | 14.04 Bn | 12.01 Bn | 2.71 Bn |
| 10 | Heritage Insurance Holdings | 975.56 Mn | 260.06 Mn | 153.14 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 127.90 Mn |
| Mar 31, 2026 | 107.99 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 | 175.45 Mn |
| Jun 30, 2023 | 1.50 Mn |
| Mar 31, 2023 | 100.24 Mn |
| Dec 31, 2022 | 113.68 Mn |
| Sep 30, 2022 | 1.51 Mn |
| Jun 30, 2022 | 53.19 Mn |
| Mar 31, 2022 | 1.42 Mn |
| Dec 31, 2021 | 1.42 Mn |
| Sep 30, 2021 | 44.63 Mn |