Heritage Insurance Hldgs Inc (HRTG) — Strategic Asset Allocation Index
Heritage Insurance Hldgs Inc (HRTG) has a Strategic Asset Allocation Index of 141.4% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $714.30 Million) total $714.30 Million, measured against net assets of $505.25 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
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 December 2025, the index stands at 141.4%, representing strategic assets of $714.30 Million against net assets of $505.25 Million USD. Explore HRTG cash flow conversion to assess how effectively this company generates cash.
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. For the full company profile including market capitalisation, see Heritage Insurance Hldgs Inc market cap and net worth.
| 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 | — |