Company / Total Assets
Heritage Insurance Holdings, Inc. Total Assets History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Total Assets
$2.2B
FY2025
5-year range
$2.0B / $2.5B
FY2021-FY2025
Trend
-11.1%
vs FY2024
Sector context
#360 of 407
Financials
What the data says
Heritage Insurance Holdings, Inc.'s total assets of $2.2B is lower than 88% of companies in the Financials sector (FY2025). Total Assets has fluctuated over the past 10 years, ranging from $1.0B in FY2016 to $2.5B in FY2024.
Based on SEC 10-K filings.
$2.2B in FY2025 with a 5-year CAGR of +1.0%.
Improved from $2.1B to $2.2B over the past 2 years.
Financials sector context is included.
Total Assets over time
Growth rates
- 3-Year CAGR
- -2.8%
- 5-Year CAGR
- +1.0%
- 10-Year CAGR
- -
Sector benchmark
Bottom 12% in FinancialsTop 88% of 407This company $2.2B Sector average $91.1B
▼
-97.6% below sector average
Key checks
Key Insights
- 5-year CAGR of +1.0%, indicating consistent growth.
- In FY2025, total assets decreased 11.1% year-over-year.
- Ranks #360 out of 407 companies in the Financials sector.
- Peak total assets was recorded in FY2024.
Company context
Key Data Points
- Altman Z-Score 0.39 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Total AssetsValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $2.2B | -11.1% |
| FY2024 | $2.5B | +16.5% |
| FY2023 | $2.1B | -11.4% |
| FY2022 | $2.4B | +20.8% |
| FY2021 | $2.0B | -5.2% |
| FY2020 | $2.1B | +7.7% |
| FY2019 | $1.9B | +9.7% |
| FY2018 | $1.8B | -0.1% |
| FY2017 | $1.8B | +71.4% |
| FY2016 | $1.0B | +23.4% |
As of FY2025 · SEC 10-K · Updated Mar 28, 2026