Growth Metrics

Heritage Insurance Holdings (HRTG) Tax Rate (2016 - 2026)

Heritage Insurance Holdings filings provide 14 years of Tax Rate readings, the most recent being 64.36% for Q4 2025.

  • On a quarterly basis, Tax Rate fell 7577.0% to 64.36% in Q4 2025 year-over-year; TTM through Dec 2025 was 4.61%, a 1345.0% decrease, with the full-year FY2025 number at 4.61%, down 1350.0% from a year prior.
  • Tax Rate hit 64.36% in Q4 2025 for Heritage Insurance Holdings, down from 26.2% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 43.22% in Q2 2023 to a low of 64.36% in Q4 2025.
  • Median Tax Rate over the past 5 years was 21.17% (2023), compared with a mean of 13.22%.
  • Biggest five-year swings in Tax Rate: crashed -14580bps in 2021 and later soared 4387bps in 2023.
  • Heritage Insurance Holdings' Tax Rate stood at 6.21% in 2021, then increased by 11bps to 5.5% in 2022, then crashed by -38bps to 7.57% in 2023, then soared by 251bps to 11.41% in 2024, then plummeted by -664bps to 64.36% in 2025.
  • The last three reported values for Tax Rate were 64.36% (Q4 2025), 26.2% (Q3 2025), and 23.81% (Q2 2025) per Business Quant data.