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HRTG HERITAGE INSURANCE HOLDINGS

2026Q1 · CUSIP 42727J102 · Sector: Financials

Neutral · No signal
Holders
187
Δ holders QoQ
-13
Breadth percentile
Top 89%
Whale holders
101
Δ whales
-8
Inst. holding value
$493M
New positions
26
Closed positions
39
Price momentum (1Q)
-2.6%
Put / Call
1/4

Breadth history (34 quarters)

2018Q1: Δ+5 · h=115 2018Q2: Δ+0 · h=115 2018Q3: Δ-11 · h=104 2018Q4: Δ-1 · h=103 2019Q1: Δ+8 · h=111 2019Q2: Δ+9 · h=120 2019Q3: Δ-12 · h=108 2019Q4: Δ+4 · h=112 2020Q1: Δ-6 · h=106 2020Q2: Δ+10 · h=116 2020Q3: Δ+2 · h=118 2020Q4: Δ-4 · h=114 2021Q1: Δ-4 · h=110 2021Q2: Δ-2 · h=108 2021Q3: Δ+0 · h=108 2021Q4: Δ-11 · h=97 2022Q1: Δ-5 · h=92 2022Q2: Δ-13 · h=79 2022Q3: Δ-17 · h=62 2022Q4: Δ-11 · h=51 2023Q1: Δ+13 · h=64 2023Q2: Δ+7 · h=71 2023Q3: Δ+12 · h=83 2023Q4: Δ+2 · h=85 2024Q1: Δ+8 · h=93 2024Q2: Δ+10 · h=103 2024Q3: Δ+16 · h=119 2024Q4: Δ+3 · h=122 2025Q1: Δ+11 · h=133 2025Q2: Δ+41 · h=174 2025Q3: Δ+4 · h=178 2025Q4: Δ+22 · h=200 2026Q1: Δ-13 · h=187 2018Q1: holders=115 2018Q2: holders=115 2018Q3: holders=104 2018Q4: holders=103 2019Q1: holders=111 2019Q2: holders=120 2019Q3: holders=108 2019Q4: holders=112 2020Q1: holders=106 2020Q2: holders=116 2020Q3: holders=118 2020Q4: holders=114 2021Q1: holders=110 2021Q2: holders=108 2021Q3: holders=108 2021Q4: holders=97 2022Q1: holders=92 2022Q2: holders=79 2022Q3: holders=62 2022Q4: holders=51 2023Q1: holders=64 2023Q2: holders=71 2023Q3: holders=83 2023Q4: holders=85 2024Q1: holders=93 2024Q2: holders=103 2024Q3: holders=119 2024Q4: holders=122 2025Q1: holders=133 2025Q2: holders=174 2025Q3: holders=178 2025Q4: holders=200 2026Q1: holders=187 -41 -20.5 +0 +20.5 +41 45128210 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 4 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q2 Top 6% +47.0% +14.7%
2023Q3 Top 15%
2023Q1 Top 13%
2019Q2 Top 16% -0.6% -13.1%

Options Sentiment

Put holders
1
QoQ: -1
Call holders
4
QoQ: 0

See methodology →

Fundamentals

PE (TTM)
4.3
EPS (TTM)
$6.52
EPS YoY
+157.7%
Revenue (TTM)
$0.8B
Revenue YoY
+1.4%
Quarterly Revenue & EPS (4Y)
2022-06-30: $164M 2022-09-30: $165M 2022-12-31: $175M 2023-03-31: $177M 2023-06-30: $185M 2023-09-30: $186M 2023-12-31: $187M 2024-03-31: $191M 2024-06-30: $204M 2024-09-30: $212M 2024-12-31: $210M 2025-03-31: $212M 2025-06-30: $208M 2025-09-30: $212M 2025-12-31: $215M 2026-03-31: $213M 2022-06-30: EPS -3.32 2022-09-30: EPS -1.83 2022-12-31: EPS 0.48 2023-03-31: EPS 0.55 2023-06-30: EPS 0.30 2023-09-30: EPS -0.28 2023-12-31: EPS 1.15 2024-03-31: EPS 0.47 2024-06-30: EPS 0.61 2024-09-30: EPS 0.27 2024-12-31: EPS 0.66 2025-03-31: EPS 0.99 2025-06-30: EPS 1.55 2025-09-30: EPS 1.63 2025-12-31: EPS 2.15 2026-03-31: EPS 1.19 0M 108M 215M $M -3.65 -0.64 2.37 20222023202420252026 Revenue EPS

Quarterly figures; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 6 2023-09-30: PE 7.12023-12-31: PE 3.72024-03-31: PE 5.82024-06-30: PE 7.52024-09-30: PE 4.72024-12-31: PE 6.32025-03-31: PE 9.72025-06-30: PE 6.22025-09-30: PE 6.42025-12-31: PE 3.92026-03-31: PE 3.6 3 7 10 20222023202420252026

P/E = close 47 days after quarter-end (filing date) ÷ TTM EPS then; loss quarters hidden

As of 2026-03-31 · SEC filings (XBRL)