Access comprehensive financial analyses and make smarter investments - get the Manual of Investments on Amazon!

Heritage Insurance Cuts Reinsurance Cost to $367.5M

Heritage Insurance Holdings said it fully placed its 2026-2027 catastrophe excess-of-loss reinsurance program and cut its total consolidated reinsurance cost to about $367.5 million, down $63.2 million from roughly $430.7 million in the prior year’s renewal.

The company said the new program includes more than $2.2 billion of total limit, including two new catastrophe bonds. Of that, $712 million is multi-year coverage, split between $550 million in fully collateralized catastrophe bonds and $162 million in the private reinsurance market.

Heritage said the first-event reinsurance tower exhaustion points for external parties are about $1.865 billion for the Southeast, $1.245 billion for the Northeast, and $1.00 billion for Hawaii. Each tower can be supplemented with additional limit purchased through affiliate Osprey Re.

Loss retention remains at about $50 million for the Southeast and Hawaii and $38 million for the Northeast. Heritage said those retentions are expected to be reduced by additional limit from Osprey Re.

The Florida Hurricane Catastrophe Fund participation stays at 90.0%, unchanged from the prior year.

Heritage said the program is entirely indemnity based and includes no parametric covers. Today the company's shares have moved 0.25% to a price of $22.055. Check out the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

IN FOCUS