Heritage Insurance Holdings (HRTG) Tax Rate (2012 - 2026)
Heritage Insurance Holdings (HRTG) reported Tax Rate of 22.87% for Q1 2026, down 96.0% on a YoY basis from 571.79% in Q1 2025, and up 243.42% quarter-over-quarter from 15.95% in Q4 2025.
Heritage Insurance Holdings (HRTG) Tax Rate (2012 - 2026) Analysis & Trends
Heritage Insurance Holdings has reported Tax Rate for 15 years, with the latest figure at 22.87% in Q1 2026.
- For the quarter ending Q1 2026, Tax Rate fell 96.0% year-over-year to 22.87%; the trailing twelve-month figure through Mar 2026 stood at 139.28% (up 13250.0% YoY), and the FY2025 full-year result was 167.92%, up 16376.0% from the prior year.
- Tax Rate for Q1 2026 stood at 22.87%, up from 15.95% in the prior quarter.
- The five-year high for Tax Rate was 43.02% in Q2 2023, with the low at 20.75% in Q4 2024.
- Historically, Tax Rate has averaged 13.69% across 5 years, with a median of 22.87% in 2026.
- Annual changes were most pronounced in 2022 — Tax Rate plunged 3446 bps — and 2023, when it soared 4366 bps.
- Heritage Insurance Holdings' Tax Rate stood at 5.5% in 2022, then sank by 87 bps to 10.3% in 2023, then tumbled by 102 bps to 20.75% in 2024, then advanced by 23 bps to 15.95% in 2025, then jumped by 243 bps to 22.87% in 2026.
- The last three Tax Rate figures came in at 22.87% (Q1 2026), 15.95% (Q4 2025), and 26.19% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 127.40 Bn | 119.98 Bn | 8.64 Bn | 21.58% |
| 2 | Progressive | 119.47 Bn | 115.12 Bn | 8.36 Bn | 20.98% |
| 3 | Travelers Companies | 65.26 Bn | 41.34 Bn | 5.54 Bn | 19.25% |
| 4 | Allstate | 57.33 Bn | 32.74 Bn | 14.72 Bn | 20.91% |
| 5 | Berkley W R | 26.90 Bn | 23.16 Bn | 2.72 Bn | 16.32% |
| 6 | Cincinnati Financial | 25.67 Bn | 24.41 Bn | 2.60 Bn | 15.95% |
| 7 | Markel | 22.97 Bn | 7.51 Bn | 2.38 Bn | 24.30% |
| 8 | Loews | 22.18 Bn | 9.92 Bn | -1.32 Bn | 23.54% |
| 9 | Assurant | 12.79 Bn | 10.87 Bn | 2.01 Bn | 18.33% |
| 10 | Heritage Insurance Holdings | 679.89 Mn | 161.75 Mn | 121.06 Mn | 22.87% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 22.87% |
| Mar 31, 2026 | 22.87% |
| Dec 31, 2025 | -15.95% |
| Dec 31, 2025 | -15.95% |
| Sep 30, 2025 | 26.19% |
| Sep 30, 2025 | 26.19% |
| Jun 30, 2025 | 23.81% |
| Jun 30, 2025 | 23.81% |
| Mar 31, 2025 | 23.83% |
| Mar 31, 2025 | 23.83% |
| Dec 31, 2024 | -20.75% |
| Dec 31, 2024 | -20.75% |
| Sep 30, 2024 | 8.89% |
| Sep 30, 2024 | 8.89% |
| Jun 30, 2024 | 24.14% |
| Jun 30, 2024 | 24.14% |
| Mar 31, 2024 | 28.42% |
| Mar 31, 2024 | 28.42% |
| Dec 31, 2023 | -10.30% |
| Dec 31, 2023 | -10.30% |