Heritage Insurance Hldgs Inc Strategic Asset Allocation Index
Heritage Insurance Hldgs Inc 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 HRTG net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Heritage Insurance Hldgs Inc (2012–2025)
Strategic asset allocation index of Heritage Insurance Hldgs Inc from 2012 to 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. Check HRTG tangible net assets ratio to evaluate the tangible quality of the company's equity base.
Heritage Insurance Hldgs Inc Strategic Asset Allocation Index by Year (2012–2025)
Heritage Insurance Hldgs Inc strategic asset allocation index by year from 2012 to 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. For live market cap and overall valuation, see HRTG market cap overview.
| 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 | — |