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
DateValue
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