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


Heritage Insurance Holdings Inc's ROI from its second quarter of 2026 to the second 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 second quarter of 2026?
Heritage Insurance Holdings Inc achieved a return on average invested assets (ROI) of 13.94 % in its second 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 second quarter of 2026 $1,545 million

ROI has improved compared to 12.37% in the first quarter of 2026, due to net income growth.

Within the Financial sector 61 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Jun 30 2026 quarter, so far to 643, from total ROI ranking in the first quarter of 2026 at 846.

Definition and Formula of Return on Investment


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Return On Investment (Jun 30 2026)
II. Quarter		 (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter		 (Jun 30 2025)
II. Quarter
Y / Y Investment Change TTM -22.48 % -25.61 % -33.03 % -21.52 % -14.11 %
Y / Y Net Income Change TTM 101.31 % 159.17 % 313.4 % 452.21 % 466.77 %
Investment (TTM) in Millions 1,464 1,431 1,593 1,692 1,805
Return On Investment (TTM) 13.94 % 12.37 % 12.2 % 8.19 % 5.37 %
HRTG's Overall Ranking # 643 # 846 # 796 # 1110 # 1078
Seq. Investment Change TTM -5.23 % 1.7 % -12.02 % -8.57 % -9.06 %
Seq. Net Income Change TTM 6.79 % 3.07 % 31.08 % 39.52 % 37.48 %
Net Income (TTM) in Millions 215 202 196 149 107

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



Return On Investment HRTG's Ranking
Within: No.
Industry # 5
Sector # 62
Overall # 643

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 II. Quarter Investments $ 1,464 Millions HRTG's Balance sheet
Heritage Insurance Holdings Inc's II. Quarter Income $ 62 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 Jun 30 2026, within Financial Sector ROI
Abrdn Silver Etf Trust  38.14 %
Suro Capital Corp   34.86 %
Site Centers Corp   31.22 %
Corvel Corporation  29.42 %
Oscar Health Inc   27.79 %
Sei Investments Company  27.54 %
Lendingtree inc   24.24 %
Artisan Partners Asset Management Inc   23.45 %
Erie Indemnity Company  23.09 %
Gigcapital7 Corp   22.40 %
Moody s Corporation  21.89 %
Evercore Inc   21.62 %
Invesco Db Oil Fund  21.16 %
Brookfield Asset Management Ltd   21.04 %
Cohen and Steers Inc   21.03 %
Gcm Grosvenor Inc   21.03 %
Slide Insurance Holdings Inc   20.95 %
Oppfi Inc   20.81 %
Goosehead Insurance Inc   20.16 %
Hamilton Lane Incorporated  19.50 %
Moelis and Co  18.88 %
Graniteshares Gold Trust  18.57 %
Hamilton Insurance Group Ltd   18.36 %
Mntn Inc   18.07 %
Cboe Global Markets Inc   18.06 %
Spdr Gold Trust  17.35 %
Medalist Diversified inc   16.76 %
Abrdn Precious Metals Basket Etf Trust  16.58 %
Abrdn Gold Etf Trust  16.57 %
Allstate Corp  16.50 %

Date modified: 2026-09-26T07:08:33+00:00



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