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Posted by
Two Blokes Jul 13 -
Filed in
Stock
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Heritage Insurance has completed a successful turnaround, shifting to disciplined underwriting, geographic diversification, and product optimization, resulting in robust profitability and improved margins. The company's risk profile is significantly de-risked, with most insured value now outside Florida and a strong, cost-effective reinsurance program in place. Valuation remains attractive, as HRTG trades at a discount to peers despite strong earnings growth, resilient balance sheet, and favorable market tailwinds from Florida tort reforms.
