HRTG
$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
Heritage Insurance Holdings Inc. monthly returns
Heritage Insurance Holdings Inc. has averaged 1.87% per month, positive in 51% of months. Month-by-month returns for Heritage Insurance Holdings Inc. (HRTG) below, through October 20, 2026 — the table lists the most recent months; the bar chart plots the last 5 years.
Average month
+1.9%
142 months
Best month
+101.9%
Aug 2024
Worst month
-40.3%
Apr 2022
Positive months
51%
of all months
Heritage Insurance Holdings Inc. monthly returns#
| Month | Path | Total return |
|---|---|---|
| Oct 2026 | +11.6% | |
| Sep 2026 | -1.4% | |
| Aug 2026 | +14.5% | |
| Jul 2026 | +12.6% | |
| Jun 2026 | +20.3% | |
| May 2026 | -26.1% | |
| Apr 2026 | +11.7% | |
| Mar 2026 | -5.8% | |
| Feb 2026 | +6.9% | |
| Jan 2026 | -10.9% | |
| Dec 2025 | +0.7% | |
| Nov 2025 | +22.9% | |
| Oct 2025 | -6.2% | |
| Sep 2025 | +10.6% | |
| Aug 2025 | +8.0% | |
| Jul 2025 | -15.4% | |
| Jun 2025 | +1.9% | |
| May 2025 | +29.5% | |
| Apr 2025 | +31.1% | |
| Mar 2025 | +22.7% | |
| Feb 2025 | +6.7% | |
| Jan 2025 | -9.0% | |
| Dec 2024 | -2.7% | |
| Nov 2024 | +20.1% | |
| Oct 2024 | -15.4% | |
| Sep 2024 | -24.1% | |
| Aug 2024 | +101.9% | |
| Jul 2024 | +12.9% | |
| Jun 2024 | -16.7% | |
| May 2024 | -16.7% | |
| Apr 2024 | -4.1% | |
| Mar 2024 | +53.0% | |
| Feb 2024 | +15.6% | |
| Jan 2024 | -7.7% | |
| Dec 2023 | -25.8% | |
| Nov 2023 | +48.7% | |
| Oct 2023 | -8.9% | |
| Sep 2023 | +22.2% | |
| Aug 2023 | +17.7% | |
| Jul 2023 | +17.1% | |
| Jun 2023 | -12.9% | |
| May 2023 | +36.8% | |
| Apr 2023 | +4.9% | |
| Mar 2023 | +20.8% | |
| Feb 2023 | +1.2% | |
| Jan 2023 | +40.0% | |
| Dec 2022 | +9.1% | |
| Nov 2022 | +10.0% | |
| Oct 2022 | -33.6% | |
| Sep 2022 | -14.4% | |
| Aug 2022 | +1.9% | |
| Jul 2022 | -1.9% | |
| Jun 2022 | -26.7% | |
| May 2022 | -14.1% | |
| Apr 2022 | -40.3% | |
| Mar 2022 | +29.1% | |
| Feb 2022 | -10.4% | |
| Jan 2022 | +6.0% | |
| Dec 2021 | -10.8% | |
| Nov 2021 | +1.8% | |
| Oct 2021 | -4.0% | |
| Sep 2021 | -1.8% | |
| Aug 2021 | -4.6% | |
| Jul 2021 | -14.5% | |
| Jun 2021 | +3.7% | |
| May 2021 | -8.6% | |
| Apr 2021 | -17.8% | |
| Mar 2021 | +14.7% | |
| Feb 2021 | +4.2% | |
| Jan 2021 | -8.0% | |
| Dec 2020 | -1.4% | |
| Nov 2020 | +9.5% | |
| Oct 2020 | -6.7% | |
| Sep 2020 | -22.1% | |
| Aug 2020 | +9.9% | |
| Jul 2020 | -9.3% | |
| Jun 2020 | +4.9% | |
| May 2020 | +10.6% | |
| Apr 2020 | +5.9% | |
| Mar 2020 | -3.4% | |
| Feb 2020 | -7.5% | |
| Jan 2020 | -9.0% | |
| Dec 2019 | -2.8% | |
| Nov 2019 | +2.8% | |
| Oct 2019 | -10.9% | |
| Sep 2019 | +14.5% | |
| Aug 2019 | -2.5% | |
| Jul 2019 | -12.8% | |
| Jun 2019 | +5.7% | |
| May 2019 | +7.3% | |
| Apr 2019 | -6.6% | |
| Mar 2019 | -1.7% | |
| Feb 2019 | +2.8% | |
| Jan 2019 | -1.4% | |
| Dec 2018 | -7.9% | |
| Nov 2018 | +15.0% | |
| Oct 2018 | -5.8% | |
| Sep 2018 | +1.6% | |
| Aug 2018 | -14.7% | |
| Jul 2018 | +3.0% | |
| Jun 2018 | -0.9% | |
| May 2018 | +7.5% | |
| Apr 2018 | +3.6% | |
| Mar 2018 | -8.8% | |
| Feb 2018 | -2.1% | |
| Jan 2018 | -5.5% | |
| Dec 2017 | +0.2% | |
| Nov 2017 | +12.5% | |
| Oct 2017 | +21.4% | |
| Sep 2017 | +16.6% | |
| Aug 2017 | -9.8% | |
| Jul 2017 | -3.1% | |
| Jun 2017 | +2.7% | |
| May 2017 | +5.3% | |
| Apr 2017 | -5.2% | |
| Mar 2017 | -13.1% | |
| Feb 2017 | +4.1% | |
| Jan 2017 | -9.5% | |
| Dec 2016 | +9.0% | |
| Nov 2016 | +22.4% |
Monthly total return (since Nov 2021)#
-100%-50%0%50%100%
Nov 2021+1.8%
Dec 2021-11%
Jan 2022+6.0%2022
Feb 2022-10%
Mar 2022+29%
Apr 2022-40%
May 2022-14%
Jun 2022-27%
Jul 2022-1.9%
Aug 2022+1.9%
Sep 2022-14%
Oct 2022-34%
Nov 2022+10%
Dec 2022+9.1%
Jan 2023+40%2023
Feb 2023+1.2%
Mar 2023+21%
Apr 2023+4.9%
May 2023+37%
Jun 2023-13%
Jul 2023+17%
Aug 2023+18%
Sep 2023+22%
Oct 2023-8.9%
Nov 2023+49%
Dec 2023-26%
Jan 2024-7.7%2024
Feb 2024+16%
Mar 2024+53%
Apr 2024-4.1%
May 2024-17%
Jun 2024-17%
Jul 2024+13%
Aug 2024+102%
Sep 2024-24%
Oct 2024-15%
Nov 2024+20%
Dec 2024-2.7%
Jan 2025-9.0%2025
Feb 2025+6.7%
Mar 2025+23%
Apr 2025+31%
May 2025+29%
Jun 2025+1.9%
Jul 2025-15%
Aug 2025+8.0%
Sep 2025+11%
Oct 2025-6.2%
Nov 2025+23%
Dec 2025+0.72%
Jan 2026-11%2026
Feb 2026+6.9%
Mar 2026-5.8%
Apr 2026+12%
May 2026-26%
Jun 2026+20%
Jul 2026+13%
Aug 2026+14%
Sep 2026-1.4%
Oct 2026+12%
Heritage Insurance Holdings Inc. returns by calendar month#
Every month of every year since 2015, one tick per year on a shared scale; the dark bar is the month's average. Total returns, dividends reinvested.
October 2026 so far: +11.55% — 3rd of 12 Octobers since 2015 at the last close; the average October returned -6.9%.
| Month | −105%0+105% | Average | Median | Up | Best | Worst |
|---|---|---|---|---|---|---|
| Jan | -2.2% | -7.8% | 17% | +40.0% 2023 | -10.9% 2026 | |
| Feb | +2.1% | +3.4% | 67% | +15.6% 2024 | -10.4% 2022 | |
| Mar | +8.3% | +4.4% | 50% | +53.0% 2024 | -17.9% 2016 | |
| Apr | -3.6% | -4.7% | 42% | +31.1% 2025 | -40.3% 2022 | |
| May | +2.9% | +5.0% | 58% | +36.8% 2023 | -26.1% 2026 | |
| Jun | -1.4% | +2.3% | 58% | +20.3% 2026 | -26.7% 2022 | |
| Jul | -0.0% | +0.6% | 50% | +17.1% 2023 | -15.4% 2025 | |
| Aug | +8.7% | +4.9% | 58% | +101.9% 2024 | -28.9% 2015 | |
| Sep | +1.6% | +3.5% | 58% | +22.2% 2023 | -24.1% 2024 | |
| Oct | -6.9% | -6.7% | 18% | +21.4% 2017 | -33.6% 2022 | |
| Nov | +15.2% | +12.5% | 100% | +48.7% 2023 | +1.5% 2015 | |
| Dec | -3.2% | -2.6% | 36% | +9.1% 2022 | -25.8% 2023 |
Methodology#
Monthly returns are total returns (dividends reinvested), computed from HRTG's split- and dividend-adjusted month-end closes. The table shows the most recent 120 months and the bar chart the most recent 60. See the year-by-year returns for the annual view. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Heritage Insurance Holdings Inc.'s average monthly return?
- Heritage Insurance Holdings Inc. (HRTG) has averaged about 1.87% per month, positive in roughly 51% of months. The best month was Aug 2024 (+101.9%) and the worst was Apr 2022 (-40.3%).
More on Heritage Insurance Holdings Inc.
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