HRTG · NYSE · CIK 0001598665

Heritage Insurance Holdings, Inc.

Heritage Insurance Holdings, Inc.’s most recent SEC filing in our snapshot is a Form 4 filed on Oct 21, 2026. In fiscal 2025 (year ended Dec 31, 2025) it reported revenue of $847.3M and net income of $195.6M, according to its XBRL data on EDGAR. Its EDGAR record lists 53 Form 4 insider filings from the 12 months before our last refresh.

SEC EDGAR snapshot updated Oct 27, 2026, 11:27 PM EDT. See all filings on sec.gov.

Revenue, FY2025
$847.3M
Net income, FY2025
$195.6M
Form 4 filings on record, past 12 months
53

Company overview

Legal name (as filed)
Heritage Insurance Holdings, Inc.
Ticker
HRTG
SEC Central Index Key (CIK)
0001598665
Industry (SIC)
Fire, Marine & Casualty Insurance (code 6331)
Business address
TAMPA, FL
State or country of incorporation
DE
Fiscal year ends
—
SEC filer category
Accelerated filer
Position in SEC ticker list
#2355 of the 3,000 companies we track

Five-year financial highlights

Full-year figures from Heritage Insurance Holdings, Inc.’s annual reports, as tagged in XBRL and published by the SEC. Amounts are in U.S. dollars; the fiscal year is named for the calendar year in which it ends.

Revenue
$631.6MFY2021$662.5MFY2022$735.5MFY2023$817.0MFY2024$847.3MFY2025
Net income
-$74.7MFY2021-$154.4MFY2022$45.3MFY2023$61.5MFY2024$195.6MFY2025
HRTG annual results
ItemFY2021
ended Dec 31, 2021		FY2022
ended Dec 31, 2022		FY2023
ended Dec 31, 2023		FY2024
ended Dec 31, 2024		FY2025
ended Dec 31, 2025
Revenue$631.6M$662.5M$735.5M$817.0M$847.3M
Net income-$74.7M-$154.4M$45.3M$61.5M$195.6M
Diluted EPS-$2.69-$5.86$1.73$2.01$6.32
Total assets$2.0B$2.4B$2.1B$2.5B$2.2B
Cash and equivalents$359.3M$280.9M$463.6M$452.7M$559.3M

XBRL tags used: revenue = Revenues; netIncome = NetIncomeLoss; assets = Assets; eps = EarningsPerShareDiluted; cash = CashAndCashEquivalentsAtCarryingValue. EPS is shown as originally reported for each year and may not be adjusted for later stock splits. A dash means the company did not report that item in a form we could match.

How to read these numbers

Revenue is the money a company brings in from selling its products and services; net income is what is left after all expenses, interest and taxes. Diluted EPS spreads net income across every share that could exist if options and convertible securities were exercised. Total assets and cash are balance-sheet figures measured on the last day of the fiscal year. For the full story — segment results, one-time charges, guidance — read Management’s Discussion and Analysis in the Form 10-K.

Latest key reports

The most recent filing of each major report type, even if it falls outside the 40 newest filings below.

HRTG latest annual, quarterly, current and proxy reports
FiledFormWhat it isOriginal
Mar 12, 202610-KAnnual report· period Dec 31, 2025Document · Index
Aug 7, 202610-QQuarterly report· period Jun 30, 2026Document · Index
Aug 5, 20268-KResults of operations· period Aug 5, 2026Document · Index
Apr 30, 2026DEF 14ADefinitive proxy statement· period Jun 10, 2026Document · Index

Recent SEC filings

The 40 newest documents filed by or about Heritage Insurance Holdings, Inc., by form type:

4 ×20144 ×158-K ×3SCHEDULE 13G/A ×110-Q ×1
HRTG recent filings
FiledFormWhat it isOriginal
Oct 21, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 19, 2026Document · Index
Oct 19, 2026144Notice of proposed sale of securitiesDocument · Index
Sep 25, 2026SCHEDULE 13G/APassive beneficial ownership report (over 5%)Document · Index
Sep 22, 20264Statement of changes in beneficial ownership (insider trade)· period Sep 18, 2026Document · Index
Sep 18, 2026144Notice of proposed sale of securitiesDocument · Index
Sep 16, 20264Statement of changes in beneficial ownership (insider trade)· period Sep 14, 2026Document · Index
Sep 14, 2026144Notice of proposed sale of securitiesDocument · Index
Sep 11, 20264Statement of changes in beneficial ownership (insider trade)· period Sep 9, 2026Document · Index
Sep 9, 2026144Notice of proposed sale of securitiesDocument · Index
Sep 8, 20264Statement of changes in beneficial ownership (insider trade)· period Sep 3, 2026Document · Index
Sep 3, 2026144Notice of proposed sale of securitiesDocument · Index
Sep 3, 20264Statement of changes in beneficial ownership (insider trade)· period Sep 1, 2026Document · Index
Sep 1, 2026144Notice of proposed sale of securitiesDocument · Index
Aug 26, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 24, 2026Document · Index
Aug 24, 2026144Notice of proposed sale of securitiesDocument · Index
Aug 21, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 19, 2026Document · Index
Aug 19, 2026144Notice of proposed sale of securitiesDocument · Index
Aug 19, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 17, 2026Document · Index
Aug 19, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 17, 2026Document · Index
Aug 18, 2026144Notice of proposed sale of securitiesDocument · Index
Aug 17, 2026144Notice of proposed sale of securitiesDocument · Index
Aug 17, 2026144Notice of proposed sale of securitiesDocument · Index
Aug 12, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 10, 2026Document · Index
Aug 10, 2026144Notice of proposed sale of securitiesDocument · Index
Aug 7, 202610-QQuarterly report· period Jun 30, 2026Document · Index
Aug 5, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 3, 2026Document · Index
Aug 5, 20268-KResults of operations· period Aug 5, 2026Document · Index
Aug 3, 2026144Notice of proposed sale of securitiesDocument · Index
Jul 2, 20264Statement of changes in beneficial ownership (insider trade)· period Jul 1, 2026Document · Index
Jul 1, 2026144Notice of proposed sale of securitiesDocument · Index
Jun 24, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 22, 2026Document · Index
Jun 22, 2026144Notice of proposed sale of securitiesDocument · Index
Jun 12, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 10, 2026Document · Index
Jun 12, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 10, 2026Document · Index
Jun 12, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 10, 2026Document · Index
Jun 12, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 10, 2026Document · Index
Jun 12, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 10, 2026Document · Index
Jun 11, 20268-KShareholder vote results· period Jun 10, 2026Document · Index
May 29, 20268-KOther events· period May 28, 2026Document · Index
May 20, 20264Statement of changes in beneficial ownership (insider trade)· period May 19, 2026Document · Index

Insider filing activity

53 Form 4 filings appear in Heritage Insurance Holdings, Inc.’s EDGAR record between Oct 28, 2025 and our last refresh. Most are reports by the company’s own directors, officers and 10% owners, but EDGAR also lists a Form 4 under a company when the company itself is the insider — for example, when it owns more than 10% of another public company. Foreign private issuers’ own insiders generally do not file Form 4. A high count is not by itself a signal: many Form 4s report routine stock awards, tax withholding or sales under pre-arranged Rule 10b5-1 plans. Open each filing to see the transaction code, share count and price. What a Form 4 shows.

Other companies in Fire, Marine & Casualty Insurance

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Source

  • U.S. Securities and Exchange Commission, EDGAR submissions for CIK 0001598665 and XBRL company facts. Heritage Insurance Holdings, Inc. on EDGAR.
  • Snapshot updated Oct 27, 2026, 11:27 PM EDT. The SEC does not endorse OpenFilings. Company names and tickers are used only to identify the filer; no logos are shown.

Not investment advice. This page summarizes public SEC filings for information only. Figures may contain errors or omissions; confirm everything in the original filing before relying on it.