Heritage Insurance Holdings Inc (HRTG) returns
Heritage Insurance returns over 10 years
$1,000 invested in Heritage Insurance ten years ago was worth $3,480 at the close on October 30, 2026, with dividends reinvested: an average return of 13.3% a year. The same $1,000 in the S&P 500 (SPY) became $4,166.
Total return by period
| Period | Total return | A year, on average | $1,000 became | S&P 500 (SPY) |
|---|---|---|---|---|
| 1 month | +7.5% | — | $1,075 | -0.9% |
| 3 months | +18.9% | — | $1,189 | +2.1% |
| Year to date | +21.8% | — | $1,218 | +11.7% |
| 1 year | +52.8% | — | $1,528 | +12.4% |
| 3 years | +507.2% | +82.4% | $6,072 | +88.5% |
| 5 years | +464.9% | +41.4% | $5,649 | +76.0% |
| 10 years | +248.0% | +13.3% | $3,480 | +316.6% |
Heritage Insurance return by calendar year
| Year | HRTG | S&P 500 (SPY) | Difference |
|---|---|---|---|
| 2026 to date | +21.8% | +11.7% | +10.1% |
| 2025 | +141.8% | +17.7% | +124.1% |
| 2024 | +85.6% | +24.9% | +60.7% |
| 2023 | +262.2% | +26.2% | +236.0% |
| 2022 | -68.6% | -18.2% | -50.4% |
| 2021 | -40.1% | +28.7% | -68.8% |
| 2020 | -21.9% | +18.4% | -40.2% |
| 2019 | -8.5% | +31.2% | -39.7% |
| 2018 | -17.1% | -4.6% | -12.5% |
| 2017 | +17.0% | +21.7% | -4.7% |
| 2016 | -27.0% | +12.0% | -39.0% |
Past returns do not predict future returns. Returns are computed from our daily closes, adjusted for splits and with dividends reinvested on their ex-dates; taxes and trading costs are left out.
See also: HRTG valuation
No forecast, no recommendation. This page describes Heritage Insurance Holdings Inc from published data; it is not advice to buy, sell or hold any security.
Figures as of the close on Oct 30, 2026 unless a row says otherwise. Prices are split adjusted; returns include dividends reinvested. Data may be delayed. See the disclaimer and how TrendArc works.