Heritage Insurance Hldgs Inc (HRTG) — Long-term Investment Intensity

Latest as of March 2026: 37.2%

Heritage Insurance Hldgs Inc (HRTG) has a Long-term Investment Intensity of 37.2% as of March 2026. Long-term investments of $752.46 Million represent 37.2% of total assets of $2.02 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check Heritage Insurance Hldgs Inc investment reinvestment rate to assess the company's total reinvestment commitment from operating cash flow.

LT Investment Intensity

37.2%
LT Investments / Total Assets

Long-term Investments

$752.46 Million
USD

Total Assets

$2.02 Billion
USD

Country

USA
NYSE

Heritage Insurance Hldgs Inc Long-term Investment Intensity (2014–2025)

This chart shows how Heritage Insurance Hldgs Inc's Long-term Investment Intensity has evolved across 12 annual periods from 2014 to 2025. As of March 2026, the intensity stands at 37.2%, reflecting long-term investments of $752.46 Million against total assets of $2.02 Billion USD. Explore debt repayment capacity of Heritage Insurance Hldgs Inc to assess how comfortably operating cash covers total debt obligations.

Annual Long-term Investment Intensity for Heritage Insurance Hldgs Inc (2014–2025)

The table below presents the year-by-year Long-term Investment Intensity for Heritage Insurance Hldgs Inc from 2014 to 2025, covering 12 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For market capitalisation and broader financial context, see market value of Heritage Insurance Hldgs Inc.

Year LT Investment Intensity LT Investments (USD) Total Assets Change (pp)
2025 32.5% $714.30 Million $2.20 Billion ▲ +5.9 pp
2024 26.6% $657.49 Million $2.47 Billion ▼ -0.2 pp
2023 26.9% $569.41 Million $2.12 Billion ▲ +0.2 pp
2022 26.6% $637.09 Million $2.39 Billion ▼ -8.6 pp
2021 35.2% $697.87 Million $1.98 Billion ▲ +6.9 pp
2020 28.3% $591.76 Million $2.09 Billion ▼ -2.0 pp
2019 30.4% $588.87 Million $1.94 Billion ▲ +0.6 pp
2018 29.7% $526.11 Million $1.77 Billion ▼ -2.3 pp
2017 32.0% $567.01 Million $1.77 Billion ▼ -26.3 pp
2016 58.4% $602.98 Million $1.03 Billion ▲ +10.6 pp
2015 47.8% $400.10 Million $837.40 Million ▲ +47.4 pp
2014 0.4% $2.62 Million $616.00 Million
pp = percentage points