Heritage Insurance Hldgs Inc (HRTG) — Strategic Asset Allocation Index
Heritage Insurance Hldgs Inc (HRTG) has a Strategic Asset Allocation Index of 144.6% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $752.46 Million) total $752.46 Million, measured against net assets of $520.37 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Heritage Insurance Hldgs Inc balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Heritage Insurance Hldgs Inc Strategic Asset Allocation Index (2012–2025)
This chart shows how Heritage Insurance Hldgs Inc's Strategic Asset Allocation Index has evolved across 14 annual periods from 2012 to 2025. As of March 2026, the index stands at 144.6%, representing strategic assets of $752.46 Million against net assets of $520.37 Million USD. For live market cap and overall valuation, see how much is Heritage Insurance Hldgs Inc worth.
Annual Strategic Asset Allocation Index for Heritage Insurance Hldgs Inc (2012–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Heritage Insurance Hldgs Inc from 2012 to 2025, covering 14 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See Heritage Insurance Hldgs Inc (HRTG) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 141.4% | $714.30 Million | $- | $714.30 Million | $505.25 Million | ▼ -84.7 pp |
| 2024 | 226.1% | $657.49 Million | $- | $657.49 Million | $290.80 Million | ▼ -32.4 pp |
| 2023 | 258.5% | $569.41 Million | $- | $569.41 Million | $220.28 Million | ▼ -247.3 pp |
| 2022 | 505.8% | $662.82 Million | $25.73 Million | $637.09 Million | $131.04 Million | ▲ +289.2 pp |
| 2021 | 216.6% | $743.04 Million | $45.18 Million | $697.87 Million | $343.05 Million | ▲ +78.6 pp |
| 2020 | 138.0% | $610.44 Million | $18.68 Million | $591.76 Million | $442.34 Million | ▲ +0.7 pp |
| 2019 | 137.3% | $616.27 Million | $27.40 Million | $588.87 Million | $448.80 Million | ▲ +9.4 pp |
| 2018 | 127.9% | $544.10 Million | $18.00 Million | $526.11 Million | $425.33 Million | ▼ -26.3 pp |
| 2017 | 154.2% | $585.76 Million | $18.75 Million | $567.01 Million | $379.82 Million | ▼ -19.0 pp |
| 2016 | 173.2% | $620.16 Million | $17.18 Million | $602.98 Million | $357.96 Million | ▲ +56.2 pp |
| 2015 | 117.0% | $417.21 Million | $17.11 Million | $400.10 Million | $356.55 Million | ▲ +109.3 pp |
| 2014 | 7.7% | $19.70 Million | $17.09 Million | $2.62 Million | $255.09 Million | ▼ -5.9 pp |
| 2013 | 13.7% | $10.94 Million | $10.94 Million | $- | $79.98 Million | ▲ +13.0 pp |
| 2012 | 0.7% | $201.00K | $201.00K | $- | $28.12 Million | — |