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
DateValue
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%