How much would $1,000 invested in HRTG be worth today?

$1,000 invested in HRTG on October 20, 2016 would be worth $3,471 on October 20, 2026, with dividends reinvested — 13.3% a year compounded (CAGR).

How far back does the HRTG calculator go?

HRTG data begins May 23, 2014, with a close every session. Pick any start and end date in that span — 12 years, 5 months of history.

Does this include dividends?

Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.

If You Invested $1,000 in HRTG: What It Would Be Worth Today

HRTG

$36.98+2.92%

as of close, Oct 20, 2026

☾ AH $36.98 +2.92%

Heritage Insurance Holdings Inc.Stock · FinancialsRussell 2000 · 0.02% of IWMRussell 3000 · 0.001% of IWVUS Stock Market · 0.0008% of VTI

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Your investment#

How much

All at once, on the start date

Pick start & end dates10 years

Start

Key dates

Start at a well-known dateRecentMarket topsMarket bottomsEvents

Bought at that day's close

End

Key dates

End at a well-known dateMarket topsMarket bottomsEvents

Latest close, Oct 20, 2026

Or drag the slider to set start and end dates

2014 to today, log scale

Covid2022 bear market

2018202020222024Oct 2016Today

Options

Result#

$1,000Oct 20, 2016$3,471Oct 20, 20263.5×your money

$1,000 invested in HRTG on October 20, 2016 was worth $3,471 on October 20, 2026, with dividends reinvested.

That’s 13.3% a year compounded (CAGR) over 10 years: 3.5 times your money.

Over the same dates the same $1,000 would be worth $4,210 in the S&P 500 and $6,533 in the Nasdaq-100: HRTG trailed both the S&P 500 and the Nasdaq-100.

Price only$3,041if dividends were spent

Biggest fall−92.2%Jan 18, 2018 to Oct 20, 2022

At a flat 5% a year$1,629a savings account's rate

Gain$2,471on $1,000 put in

How this period ranks#

The best of all 30 periods of 10 years since 2014.

Your dates

−80%0%300%

Worst: −6.0% a year, Jun 2014 to Jun 2024Best: 13.6% a year, Oct 2016 to Oct 2026

One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in HRTG, October 20, 2016 to October 20, 2026#

Your $1,000$Your buySame plan in the S&P 500A lowLog scale: equal steps are equal percentage moves

Lowest value$124 · Oct 2022$778 · Sep 2017$1,960 · Jun 2026$1,785 · Aug 2025$

$200$500$1,000$2,000$3,471

20182020202220242026

How far HRTG was below its previous high. The biggest fall: −92.2% from Jan 18, 2018 to Oct 20, 2022, back to the high by Apr 14, 2025.

−92.2% from its high−41.8% from its high−32.9% from its high−26.9% from its high

high−92%

Your one buy. $1,000 on October 20, 2016, worth $3,471 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.

3.5×paid

What $1,000 would be worth on October 20, 2026, by start date#

Each point is the same amount invested that day and held to October 20, 2026, dividends reinvested. Above the line it made money.

Your start

$1,000$2,000$5,000$10k$20k

201620182020202220242026

$1,000 invested in HRTG, by year#

Started on each year's first close and held to Oct 20, 2026, dividends reinvested.

Started	Worth Oct 20, 2026	Multiple	A year (CAGR)	Same in the Nasdaq-100
2017	$2,630	2.6×	10.4%	$6,414
2018	$2,338	2.3×	10.1%	$4,794
2019	$2,724	2.7×	13.7%	$4,865
2020	$3,051	3.1×	17.8%	$3,457
2021	$3,756	3.8×	25.7%	$2,399
2022	$6,444	6.4×	47.5%	$1,838
2023	$19,989	20.0×	120.2%	$2,772
2024	$5,742	5.7×	86.8%	$1,808
2025	$3,026	3.0×	85.2%	$1,418
2026	$1,356	1.4×	—	$1,174

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. HRTG data begins May 23, 2014; values as of October 20, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live HRTG chart and fundamentals on the HRTG quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in HRTG be worth today?: $1,000 invested in HRTG on October 20, 2016 would be worth $3,471 on October 20, 2026, with dividends reinvested — 13.3% a year compounded (CAGR).
How far back does the HRTG calculator go?: HRTG data begins May 23, 2014, with a close every session. Pick any start and end date in that span — 12 years, 5 months of history.
Does this include dividends?: Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.

HRTG return calculator