Heritage Insurance Holdings (HRTG) Tax Rate (2013 - 2026)
Heritage Insurance Holdings (HRTG) posted Tax Rate of 24.95% for the quarter ended Jun 30, 2026, up 1.14 percentage points from 23.81% a year earlier but down 0.74 percentage points from the prior quarter.
Heritage Insurance Holdings (HRTG) Tax Rate (2013 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, Tax Rate at Heritage Insurance Holdings was 25.15%, up 1.02 percentage points year-over-year; for the year ended Dec 31, 2025, it came in at 24.57%, down 1.00 percentage points from the prior year.
- Annual Tax Rate shows a five-year change of +345.99 percentage points (years ended Dec 2020 to Dec 2025).
- In prior years, Heritage Insurance Holdings' Tax Rate was 25.56% in the year ended Dec 31, 2024 (+12.69 pp), 12.88% in the year ended Dec 31, 2023 (+5.77 pp), 7.11% in the year ended Dec 31, 2022 (+5.39 pp) and 1.72% in the year ended Dec 31, 2021 (+323.14 pp).
- Quarterly Tax Rate has run from a low of -9.66% in the quarter ended Dec 31, 2021 to a high of 43.22% in the quarter ended Jun 30, 2023 over five years.
- On a year-over-year basis, Tax Rate increased in four of the last eight quarters, with an average year-over-year change of +0.45 percentage points.
- The strongest year-over-year quarter for Tax Rate in the past five years was the quarter ended Jun 30, 2023, with a gain of 43.87 percentage points; the weakest was the quarter ended Dec 31, 2021, with a drop of 149.48 percentage points.
- According to Business Quant data, Tax Rate for the three prior quarters was 25.69% (quarter ended Mar 31, 2026), 24.22% (quarter ended Dec 31, 2025) and 26.20% (quarter ended Sep 30, 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,073.91 Bn | -343.57 Bn | 55.86 Bn | 19.62% |
| 2 | Chubb | 125.44 Bn | 77.50 Bn | 9.13 Bn | 20.47% |
| 3 | Progressive | 120.54 Bn | 96.37 Bn | 9.04 Bn | 21.34% |
| 4 | Marsh & Mclennan Companies | 81.59 Bn | 73.34 Bn | - | 24.15% |
| 5 | Travelers Companies | 74.40 Bn | 50.64 Bn | 6.23 Bn | 20.20% |
| 6 | Manulife Financial | 72.53 Bn | 73.74 Bn | - | - |
| 7 | Metlife | 60.06 Bn | -46.42 Bn | 7.82 Bn | 24.73% |
| 8 | Aon | 58.71 Bn | 51.95 Bn | - | 21.96% |
| 9 | Arthur J. Gallagher | 58.49 Bn | 52.93 Bn | - | 21.74% |
| 10 | Heritage Insurance Holdings | 985.63 Mn | -1.24 Bn | 153.14 Mn | 24.95% |
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 | 23.83% |
| Dec 31, 2024 | 29.83% |
| Sep 30, 2024 | 9.36% |
| Jun 30, 2024 | 24.14% |
| Mar 31, 2024 | 28.42% |
| Dec 31, 2023 | 6.63% |
| Jun 30, 2023 | 43.22% |
| Mar 31, 2023 | 18.61% |
| Jun 30, 2020 | 21.18% |
| Mar 31, 2020 | 29.65% |
| Dec 31, 2019 | 34.17% |
| Sep 30, 2019 | 27.07% |
| Jun 30, 2019 | 36.73% |
| Mar 31, 2019 | 25.38% |
| Dec 31, 2018 | 70.53% |
Heritage Insurance Holdings Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=HRTG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "HRTG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=HRTG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();