Heritage Insurance Holdings HRTG
NYSE HRTG
$35.08 +0.74 (+2.14%)
As of: Sep 3, 2026 · 1:33 PM EDT

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.

Analysis

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.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Chubb 134.97 Bn 121.21 Bn 9.13 Bn
2 Progressive 130.71 Bn 125.71 Bn 9.04 Bn
3 Travelers Companies 79.16 Bn 55.41 Bn 6.23 Bn
4 Allstate 67.93 Bn 29.20 Bn 16.28 Bn
5 Fairfax Financial Holdings 36.19 Bn 36.19 Bn -
6 Cincinnati Financial 26.96 Bn 25.07 Bn 2.39 Bn
7 Markel 23.14 Bn 6.25 Bn 2.83 Bn
8 Loews 22.64 Bn 345.05 Mn 2.57 Bn
9 Assurant 14.25 Bn 12.22 Bn 2.71 Bn
10 Heritage Insurance Holdings 1.05 Bn 337.66 Mn 153.14 Mn
Historic Data

Historic Data

Download Data
DateValue
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 91.33 Mn
Sep 30, 2024 1.94 Mn
Jun 30, 2024 1.94 Mn
Mar 31, 2024 94.24 Mn
Dec 31, 2023 1.67 Mn
Sep 30, 2023 175.45 Mn
Jun 30, 2023 200.31 Mn
Mar 31, 2023 100.24 Mn
Dec 31, 2022 113.68 Mn
Sep 30, 2022 93.59 Mn
Jun 30, 2022 53.19 Mn
Mar 31, 2022 55.11 Mn
Dec 31, 2021 42.32 Mn
Sep 30, 2021 44.63 Mn