Heritage Insurance Holdings (HRTG) Tax Rate (2012 - 2026)
Heritage Insurance Holdings' (HRTG) quarterly Tax Rate came in at 25.6% in Q1 2026, up 5125.0% YoY from 0.49% in Q1 2025, and down 39.77% on a QoQ basis from 42.51% in Q4 2025.
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Heritage Insurance Holdings (HRTG) Tax Rate (2012 - 2026) Analysis & Trends
Heritage Insurance Holdings (HRTG) has 15 years of Tax Rate data on file, last reported at 25.6% in Q1 2026.
- Quarterly Tax Rate rose 5125.0% year-over-year to 25.6% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 28.95% (up 2448.0% YoY) and the FY2025 annual result came in at 28.76%, up 653.0% from the prior year.
- Tax Rate slipped to 25.6% in Q1 2026, from 42.51% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 43.02% in Q2 2023 to a low of 25.65% in Q1 2025.
- A 5-year average of 16.81% and a median of 23.76% in 2025 frame the typical range for Tax Rate.
- Annual changes were most pronounced in 2025 — Tax Rate tumbled 5407 bps — and 2026, when it surged 5125 bps.
- Tracing HRTG's Tax Rate over 5 years: stood at 5.12% in 2022, then plunged by 114 bps to 10.99% in 2023, then surged by 290 bps to 20.89% in 2024, then jumped by 104 bps to 42.51% in 2025, then slumped by 40 bps to 25.6% in 2026.
- The last three Tax Rate figures came in at 25.6% (Q1 2026), 42.51% (Q4 2025), and 26.19% (Q3 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 131.15 Bn | 117.38 Bn | 9.13 Bn | 20.47% |
| 2 | Progressive | 128.80 Bn | 123.80 Bn | 9.04 Bn | 21.34% |
| 3 | Travelers Companies | 76.99 Bn | 53.24 Bn | 6.23 Bn | 20.20% |
| 4 | Allstate | 66.35 Bn | 27.62 Bn | 16.28 Bn | 21.03% |
| 5 | Fairfax Financial Holdings | 35.82 Bn | 35.82 Bn | - | -20.41% |
| 6 | Cincinnati Financial | 26.40 Bn | 24.51 Bn | 2.39 Bn | 20.37% |
| 7 | Markel | 22.75 Bn | 5.86 Bn | 2.83 Bn | 21.92% |
| 8 | Loews | 22.37 Bn | 67.62 Mn | 2.57 Bn | 23.04% |
| 9 | Assurant | 14.04 Bn | 12.01 Bn | 2.71 Bn | 20.77% |
| 10 | Heritage Insurance Holdings | 1.03 Bn | 315.59 Mn | 153.14 Mn | 24.95% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 24.95% |
| Mar 31, 2026 | 25.69% |
| Dec 31, 2025 | 24.22% |
| Sep 30, 2025 | 26.20% |
| Jun 30, 2025 | 23.81% |
| Mar 31, 2025 | 49.48% |
| Dec 31, 2024 | 20.98% |
| Sep 30, 2024 | 9.36% |
| Jun 30, 2024 | 24.14% |
| Mar 31, 2024 | 28.42% |
| Dec 31, 2023 | 14.68% |
| Sep 30, 2023 | 38.27% |
| Jun 30, 2023 | 43.22% |
| Mar 31, 2023 | 18.61% |
| Dec 31, 2022 | -5.12% |
| Sep 30, 2022 | 2.23% |
| Jun 30, 2022 | -0.64% |
| Mar 31, 2022 | 25.67% |
| Dec 31, 2021 | -6.21% |
| Sep 30, 2021 | 6.37% |