Heritage Insurance Holdings Inc (HRTG) Return on Investment ROI from the third quarter of 2026 to third quarter of 2025 and for the year 2026, average high and low, overall ranking from Sep 30 2026 to Sep 30 2025 - CSIMarket
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Heritage Insurance Holdings Inc   (NYSE: HRTG)


Heritage Insurance Holdings Inc's ROI from its third quarter of 2026 to the third quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Heritage Insurance Holdings Inc's ROI in the third quarter of 2026?
Heritage Insurance Holdings Inc achieved a return on average invested assets (ROI) of 12.88 % in its third quarter of 2026, this is above HRTG's average return on investment of 3.23%.
Heritage Insurance Holdings Inc invested over the 12 months ending in its third quarter of 2026 $1,677 million

ROI decreased relative to the period ending Jun 30 2026, due to the decline in net income.

Within the Financial sector 18 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Sep 30 2026 quarter, so far to 636, from total ROI ranking in the second quarter of 2026 at 726.

Definition and Formula of Return on Investment


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Return On Investment (Sep 30 2026)
III. Quarter		 (Jun 30 2026)
II. Quarter		 (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter
Y / Y Investment Change TTM -7.95 % -18.37 % -21.87 % -29.6 % -21.52 %
Y / Y Net Income Change TTM 44.76 % 101.31 % 242.17 % 587.62 % 1730.37 %
Investment (TTM) in Millions 1,893 1,464 1,431 1,921 1,692
Return On Investment (TTM) 12.88 % 13.24 % 11.78 % 11.61 % 8.19 %
HRTG's Overall Ranking # 636 # 726 # 928 # 1240 # 1559
Seq. Investment Change TTM 3.1 % -4.98 % 1.61 % -7.53 % -8.57 %
Seq. Net Income Change TTM 0.33 % 6.79 % 3.07 % 31.08 % 39.52 %
Net Income (TTM) in Millions 216 215 202 196 149

HRTG Company Profile >> Back to HRTG Roi Comparisons >> See Annual HRTG Return On Investment



Return On Investment HRTG's Ranking
Within: No.
Industry # 3
Sector # 19
Overall # 636

Return On Investment Statistics
High Average Low
16.29 %
3.23 %
-11.74 %
(Jun 30 2015)   (Jun 30 2022)







Financial Statements
Heritage Insurance Holdings Inc's III. Quarter Investments $ 1,893 Millions HRTG's Balance sheet
Heritage Insurance Holdings Inc's III. Quarter Income $ 51 Millions Quarterly HRTG's Income Statement
HRTG's Income by Division See HRTG's Income by Division


HRTG Annual Return On Investment (Dec 31 2025)
2025		 (Dec 31 2024)
2024		 (Dec 31 2023)
2023		 (Dec 31 2022)
2022		 (Dec 31 2021)
2021
Total Investments in Millions 2,196 2,469 2,153 2,393 1,166
Y / Y Investment Growth -11.06 % 14.66 % -10.01 % 105.14 % -5.98 %
Net Income in Millions 196 62 45 -154 -75
Y / Y Net Income Growth 217.84 % 35.83 % - - -
Annual Return On Investment 8.91 % 2.49 % 2.1 % -6.45 % -6.41 %


Annual Roi Comment
In the fiscal year 2025 ROI improved to 8.91 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Property & Casualty Insurance Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
HRTG's Roi Ratio versus Property & Casualty Insurance Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for HRTG's Competitors
Subscribers only: Roi for Heritage Insurance Holdings Inc's Suppliers
Subscribers only: Return On Investment for HRTG's Customers

Other Ratios
HRTG's Roa HRTG's Inventory Turnover Ratio HRTG's Growth Rates HRTG's Dividend Statistics
HRTG's Profitability Ratios HRTG's Asset Turnover Ratio HRTG's Dividend Growth
HRTG's Roe HRTG's Valuation Ratios HRTG's Financial Strength Ratios HRTG's Dividend Payout Ratio



Companies with similar Return On Investment at Sep 30 2026, within Financial Sector ROI
Brookfield Asset Management Ltd   30.81 %
Sei Investments Company  27.68 %
Exzeo Group Inc   26.72 %
Miami International Holdings Inc   24.06 %
Moody s Corporation  23.29 %
Artisan Partners Asset Management Inc   22.74 %
Erie Indemnity Company  22.54 %
Federated Hermes Inc   21.82 %
Ltc Properties Inc  21.37 %
Slide Insurance Holdings Inc   21.05 %
Cohen and Steers Inc   20.07 %
Cboe Global Markets Inc   17.86 %
Hamilton Lane Incorporated  17.03 %
Alexanders Inc  16.87 %
Hci Group Inc   16.69 %
Morningstar inc   15.61 %
Price T Rowe Group Inc  15.55 %
Greenlight Capital Re Ltd   11.84 %
Tradeweb Markets Inc   11.53 %
Paccar Inc  11.44 %
Marsh and Mclennan Companies Inc   11.21 %
Progressive Corp  10.98 %
Universal Insurance Holdings Inc   10.68 %
Affiliated Managers Group inc   10.26 %
Kingstone Companies Inc   10.22 %
Willis Towers Watson Plc  10.00 %
Aon Plc  9.96 %
Robinhood Markets Inc   9.86 %
S and p Global Inc   9.73 %
Kinsale Capital Group Inc   9.59 %

Date modified: 2026-11-07T13:21:52+00:00



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