Heritage Insurance Holdings (HRTG) Short-term Investments (2017 - 2026)
Heritage Insurance Holdings (HRTG) reported Short-term Investments of $1.1 million for Q1 2026, up 0.75% on a YoY basis from $1.1 million in Q1 2025, and up 0.75% quarter-over-quarter from $1.1 million in Q4 2025.
Heritage Insurance Holdings (HRTG) Short-term Investments (2017 - 2026) Analysis & Trends
Heritage Insurance Holdings has reported Short-term Investments for 10 years, with the latest figure at $1.1 million in Q1 2026.
- For the quarter ending Q1 2026, Short-term Investments rose 0.75% year-over-year to $1.1 million; the trailing twelve-month figure through Mar 2026 stood at $1.1 million (up 0.75% YoY), and the FY2025 full-year result was $1.1 million, down 45.04% from the prior year.
- Short-term Investments for Q1 2026 stood at $1.1 million, up from $1.1 million in the prior quarter.
- The five-year high for Short-term Investments was $1.9 million in Q1 2024, with the low at $1.1 million in Q1 2025.
- Historically, Short-term Investments has averaged $1.5 million across 5 years, with a median of $1.5 million in 2022.
- Annual changes were most pronounced in 2024 — Short-term Investments advanced 29.5% — and 2025, when it plunged 45.04%.
- Heritage Insurance Holdings' Short-term Investments stood at $1.5 million in 2022, then rose by 10.04% 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 advanced by 0.75% to $1.1 million in 2026.
- The last three Short-term Investments figures came in at $1.1 million (Q1 2026), $1.1 million (Q4 2025), and $1.1 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Chubb | 127.40 Bn | 119.98 Bn | 8.64 Bn |
| 2 | Progressive | 119.47 Bn | 115.12 Bn | 8.36 Bn |
| 3 | Travelers Companies | 65.26 Bn | 41.34 Bn | 5.54 Bn |
| 4 | Allstate | 57.33 Bn | 32.74 Bn | 14.72 Bn |
| 5 | Berkley W R | 26.90 Bn | 23.16 Bn | 2.72 Bn |
| 6 | Cincinnati Financial | 25.67 Bn | 24.41 Bn | 2.60 Bn |
| 7 | Markel | 22.97 Bn | 7.51 Bn | 2.38 Bn |
| 8 | Loews | 22.18 Bn | 9.92 Bn | -1.32 Bn |
| 9 | Assurant | 12.79 Bn | 10.87 Bn | 2.01 Bn |
| 10 | Heritage Insurance Holdings | 679.89 Mn | 161.75 Mn | 121.06 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Sep 30, 2020 | 1.60 Mn |