Heritage Insurance Holdings (HRTG) Tax Rate (2012 - 2026)
Heritage Insurance Holdings (HRTG) posted Tax Rate of 22.87% for Q1 2026, up 243.42% quarter-over-quarter from 15.95% in Q4 2025, and down 96.0% year-on-year from 571.79% in Q1 2025.
Heritage Insurance Holdings (HRTG) Tax Rate (2012 - 2026) Analysis & Trends
Heritage Insurance Holdings (HRTG) has reported Tax Rate for 15 consecutive years, with 22.87% the latest figure, recorded in Q1 2026.
- Tax Rate for Q1 2026 came in at 22.87%, down 96.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 139.28% (up 13250.0% YoY), and the FY2025 annual result was 167.92%, up 16376.0% from the prior year.
- Tax Rate was 22.87% for Q1 2026 at Heritage Insurance Holdings, up from 15.95% in the prior quarter.
- Over five years, Tax Rate peaked at 43.02% in Q2 2023 and troughed at 20.75% in Q4 2024.
- Average Tax Rate over 5 years is 13.69%, with a median of 22.87% recorded in 2026.
- Year-over-year, Tax Rate slumped 3446 bps in 2022 and surged 4366 bps in 2023.
- Over 5 years, Tax Rate stood at 5.5% in 2022, then plunged by 87 bps to 10.3% in 2023, then slumped by 102 bps to 20.75% in 2024, then increased by 23 bps to 15.95% in 2025, then jumped by 243 bps to 22.87% in 2026.
- Per Business Quant data, the three most recent Tax Rate figures were 22.87% in Q1 2026, 15.95% in Q4 2025, and 26.19% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Markel | 7,105.55 Bn | 7,090.09 Bn | 2.38 Bn | 24.30% |
| 2 | Progressive | 131.92 Bn | 127.57 Bn | 8.36 Bn | 20.98% |
| 3 | Chubb | 78.78 Bn | 71.35 Bn | 8.64 Bn | 21.58% |
| 4 | Cincinnati Financial | 74.32 Bn | 73.06 Bn | 2.60 Bn | 15.95% |
| 5 | Travelers Companies | 72.03 Bn | 48.11 Bn | 5.54 Bn | 19.25% |
| 6 | Allstate | 63.08 Bn | 38.49 Bn | 14.72 Bn | 20.91% |
| 7 | Fairfax Financial Holdings | 34.53 Bn | 39.18 Bn | - | -29.23% |
| 8 | Loews | 23.53 Bn | 11.27 Bn | -1.32 Bn | 23.54% |
| 9 | Selective Insurance | 20.82 Bn | 19.07 Bn | 543.42 Mn | 24.49% |
| 10 | Heritage Insurance Holdings | 80,340.00 | -518.06 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% |