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

Latest as of December 2025: 32.5%

Heritage Insurance Hldgs Inc (HRTG) has a Long-term Investment Intensity of 32.5% as of December 2025. Long-term investments of $714.30 Million represent 32.5% of total assets of $2.20 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See Heritage Insurance Hldgs Inc net assets for net asset value and shareholders' equity analysis.

LT Investment Intensity

32.5%
LT Investments / Total Assets

Long-term Investments

$714.30 Million
USD

Total Assets

$2.20 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 December 2025, the intensity stands at 32.5%, reflecting long-term investments of $714.30 Million against total assets of $2.20 Billion USD. Also explore Heritage Insurance Hldgs Inc total assets for the complete picture of this company's asset base.

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 Heritage Insurance Hldgs Inc (HRTG) total market value.

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