Heritage Insurance Hldgs Inc (HRTG) — Long-term Investment Intensity
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 HRTG cash and liquid asset ratio to evaluate the company's liquid asset resilience ratio.
LT Investment Intensity
Long-term Investments
Total Assets
Country
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. For the complete balance sheet picture, see HRTG current and non-current assets.
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. Read how much debt does Heritage Insurance Hldgs Inc carry for a breakdown of total debt and financial obligations.
| 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 | — |