Overview
Heritage Insurance
Heritage Insurance Holdings is a super-regional property and casualty insurance holding company that primarily provides personal and commercial residential insurance products across its multi-state footprint. It provides personal residential insurance in the state of Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, South Carolina, and Virginia
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Read More and commercial residential insurance in Florida, New Jersey, and New York. The company is vertically integrated and controls or manages substantially all aspects of insurance underwriting, customer service, actuarial analysis, distribution, and claims processing and adjusting. Its subsidiary, Heritage Property & Casualty Insurance Company (Heritage P&C), offers personal and commercial residential property insurance and commercial general liability insurance. The company was founded in 2012.
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Read More and commercial residential insurance in Florida, New Jersey, and New York. The company is vertically integrated and controls or manages substantially all aspects of insurance underwriting, customer service, actuarial analysis, distribution, and claims processing and adjusting. Its subsidiary, Heritage Property & Casualty Insurance Company (Heritage P&C), offers personal and commercial residential property insurance and commercial general liability insurance. The company was founded in 2012.
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Ernie Garateix
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Insurance Carriers
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Insurance Carriers and Related Activities
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Finance and Insurance
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Fire, marine, and casualty insurance
Activities Related to Credit Intermediation
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Agencies, Brokerages, and Other Insurance Related Activities
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Depository Credit Intermediation
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Insurance and Employee Benefit Funds
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Monetary Authorities-Central Bank
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Nondepository Credit Intermediation
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Other Financial Investment Activities
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Other Investment Pools and Funds
View more , Securities and Commodity Contracts Intermediation and Brokerage Securities and Commodity Exchanges
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View more , Securities and Commodity Contracts Intermediation and Brokerage Securities and Commodity Exchanges
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Modelled
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Actual
$816.99 million
Actual
11.08%
35.83%
$2,468
DEC
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NYSE:HRTG
Contacts
Get in Touch with 4 Principals* and 133 Contacts
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Ernie GarateixChief Executive Officer
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Contact 2?
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Contact 3?
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Contact 4?
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Financial Statements
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Financial data as of December 31, 2024 (12 month period) in USD
Annual Revenue 2024
$816.99 million
USD
Actual
All financial statement data is in millions except per share data | Source: Morningstar
| Cash Flow (mil) | 2024 | 2023 | 2022 |
|---|---|---|---|
| Net Operating Cash | $87 | $70 | -$34 |
| Net Investing Cash | -$92 | $101 | -$38 |
| Net Financing Cash | -$5 | $15 | -$5 |
| Net Change in Cash | -$10 | $186 | -$77 |
| Cash at Beginning of Period | $473 | $288 | $365 |
| Cash at End of Period | $464 | $473 | $288 |
| Capital Expenditure | -$8 | -$10 | -$12 |
| Assets (mil) | 2024 | 2023 | 2022 |
|---|---|---|---|
| Current Assets | |||
| Cash and Cash Equivalents | $453 | $464 | $281 |
| Accounts Receivable | $842 | $572 | $898 |
| Inventories | $ | $ | $ |
| Other Current Assets | $ | $ | $ |
| Asset Summary | |||
| Total Current Assets | $ | $ | $ |
| Tangible Fixed Assets | $59 | $58 | $53 |
| Intangible Assets | $36 | $43 | $50 |
| Total Assets | $2,469 | $2,120 | $2,393 |
| Liabilities (mil) | 2024 | 2023 | 2022 |
|---|---|---|---|
| Current Liabilities | |||
| Accounts Payable | $248 | $176 | $217 |
| Short-Term Debt | $80 | $90 | $99 |
| Other Current Liabilities | $ | $ | $ |
| Liability Summary | |||
| Total Current Liabilities | $ | $ | $ |
| Long-Term Debt | $36 | $30 | $30 |
| Other Long-Term Liabilities | $ | $ | $ |
| Total Liabilities | $2,178 | $1,899 | $2,262 |
| Stakeholder's Equity (mil) | 2024 | 2023 | 2022 |
|---|---|---|---|
| Equity | |||
| Common Stock | $0 | $0 | $0 |
| Retained Earnings | $88 | $26 | -$19 |
| Equity Summary | |||
| Total Equity | $291 | $220 | $131 |
| Shares Outstanding | 30,607,039 | 30,218,938 | 25,539,433 |