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
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%