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Heritage Insurance Holdings, Inc.

Stage 2 · Advancing · week 10

As of Oct 22, 2026, Heritage Insurance Holdings is in Stage 2, the uptrend phase, now in week 10 (since Aug 13, 2026). It closed at $37.70, at its 52-week high and above its 200-day average, which is rising.

Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. More about the company

$37.70
+0.91% today
$1.1B · Small cap
Market Neutral — Building

Pro read

Pro

Our read

In Stage 2, but it has already run

Setup score

—

Momentum

Steady

Edge

—

Setup-score rank among Stage 2 peers: #1 of 17 in Insurance - Property & Casualty · #1 of 215 in Financials

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Stage Cycle Timeline2023-08-16 → 2026-10-22
S2 24w
S2 19w
S2 20w
2023-08-162026-10-22
S1S2S3S4Setup score (0–10, dashed line at 5)
S2 24w → S3 7w → S2 12w → S3 7w → S4 2w → S1 1w → S2 11w → S3 8w → S2 5w → S3 6w → S2 19w → S3 7w → S2 20w → S3 11w → S2 5w → S3 1w → S4 9w → S1 2w → S2 10w current
Total tracked: 165 weeks across 19 stage runs.

HRTG among Insurance - Property & Casualty5th of 46 by relative strength

All 46 →
Stocks in Insurance - Property & Casualty ranked by relative strength, with stage and one-month change
#StockStageRS1M
1UFCSStage 2 · wk 6094+8.2%
2SLDEStage 2 · wk 1593+20.9%
3UVEStage 2 · wk 3292+14.0%
4DGICBStage 3 · wk 490+24.2%
5HRTGStage 2 · wk 1090+14.0%
6SAFTStage 2 · wk 1388+0.5%
7TRVStage 2 · wk 1887+12.5%
8HGTYStage 2 · wk 1082+15.3%
vs 52W High
0.0%
$20.88 lo$37.70 hi
Near 52W high
How far this stock is from its 52-week high. A pullback of 3–20% while Stage 2 structure holds is typically a better entry than chasing near the high.
Stage Maturity
Week 10
1w13w26w
Week 10, early Stage 2
How long this stock has been in Stage 2. The sweet spot is mid-run: long enough to prove the structure holds, not so long that it's extended. Very fresh moves (weeks 1–4) often need more time to confirm.
vs 200 DMA
33.1%
200 DMA: $28.33 · rising
Long-term trend anchor. When the stock and the S&P 500 are both above their 200-day averages, the backdrop supports continuation.
Rel Volume
0.75x
vs 50-day avg
Low vol (0.5–1x) on pullbacks = resting, not being sold. High vol on breakouts = commitment. Volume spike on down days is a warning sign.
Trend Health
↗
Short-term trend rising gently
Two reads of momentum. The arrow shows the direction of the short-term trend: rising (↑ or ↗), flat (→) or rolling over (↓). The ⇈ mark appears when our trend model reads the move as gaining speed on top of the longer trend. Strongest when both agree.
1M
+14.0%
3M
+35.5%
6M
+34.8%
YTD
+38.2%
1Y
+64.8%
Scan Membership
Breakout Watch
Latest: 2025-03-21
7 appearances in last 60 days. First seen: 2019-06-28.
A stock that keeps qualifying week after week does so because its Stage 2 structure keeps holding. Staying power in the scan says more about the trend than any single appearance.
Recent Stage Timeline
2026-10-22S2
Wk 10 · Vol 0.75x
2026-10-21S2
Wk 10 · Vol 0.62x
2026-10-20S2
Wk 10 · Vol 0.86x
2026-10-19S2
Wk 10 · Vol 0.80x
2026-10-16S2
Wk 10 · Vol 1.00x
2026-10-15S2
Wk 9 · Vol 0.59x
2026-10-14S2
Wk 9 · Vol 0.63x
2026-10-13S2
Wk 9 · Vol 0.77x
2026-10-12S2
Wk 9 · Vol 0.57x
2026-10-09S2
Wk 9 · Vol 0.48x
2026-10-08S2
Wk 8 · Vol 0.97x
2026-10-07S2
Wk 8 · Vol 0.52x
Moving averages & range
50 DMA
$34.52
200 DMA
$28.33
52W High
$37.70
52W Low
$20.88
5D Low
$35.77
Resistance levels (recent highs)
20d High
$37.70
60d High
$37.70
120d High
$37.70
250d High
$37.70
Next resistance
Above all
P/E (TTM)
5.4
Forward 7.4
Earnings Growth (YoY)
+32.3%
Revenue +3.0%
ROE
+45.3%
Profit margin +25.2%
Dividend Yield
0.00%
P/B 1.9

Heritage Insurance Holdings: quick answers

What stage is Heritage Insurance Holdings in?

As of Oct 22, 2026, Heritage Insurance Holdings (HRTG) is in Stage 2, the uptrend phase. It entered Stage 2 on Aug 13, 2026 and is in week 10. What the four stages mean

Is Heritage Insurance Holdings in an uptrend?

Yes. Heritage Insurance Holdings is in a Stage 2 uptrend. It trades 33.1% above its 200-day average, which is rising.

How far is Heritage Insurance Holdings from its 52-week high?

Heritage Insurance Holdings closed at $37.70 on Oct 22, 2026, at its 52-week high. Its 52-week low is $20.88.

How has Heritage Insurance Holdings performed over the past year?

As of Oct 22, 2026, Heritage Insurance Holdings is up 64.8% over the past year and up 38.2% so far in 2026.

Which sector and industry is Heritage Insurance Holdings in?

Heritage Insurance Holdings is in the Insurance - Property & Casualty industry, part of the Financials sector.

About this companyFinancials· Insurance - Property & Casualty

Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. It offers personal residential insurance in Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, South Carolina, and Virginia; and commercial residential property insurance in Florida, Hawaii, New Jersey, and New York. The company also provides homeowners insurance, condo insurance, dwelling fire, equipment coverage, and artisan contractor program. It offers insurance products through a network of independent agents. The company was founded in 2012 and is headquartered in Tampa, Florida.

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All analytics based on EOD data. Data as of 2026-10-22. Past data patterns are not indicative of future results. This page is a data analytics tool only.