Assurant (AIZ) Invested Capital (2009 - 2026)
Assurant (AIZ) recorded quarterly Invested Capital of $5.9 billion in Q1 2026, little changed quarter-over-quarter from $5.9 billion in Q4 2025, and up 12.14% on a YoY basis from $5.2 billion in Q1 2025.
Assurant (AIZ) Invested Capital (2009 - 2026) Analysis & Trends
Assurant's Invested Capital history runs 18 years deep, the most recent figure standing at $5.9 billion for Q1 2026.
- In Q1 2026, Invested Capital rose 12.14% year-over-year to $5.9 billion; the TTM figure through Mar 2026 stood at $5.9 billion (up 12.14% YoY), while the FY2025 annual figure was $5.9 billion, up 14.98% from the prior year.
- Invested Capital was $5.9 billion for Q1 2026 at Assurant, roughly flat from $5.9 billion in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $5.9 billion in Q4 2025 to a low of $4.1 billion in Q3 2022.
- Historically, Invested Capital has averaged $5.0 billion across 5 years, with a median of $5.0 billion in 2022.
- The sharpest annual moves came in 2022 and 2024: Invested Capital slipped 28.36% in 2022, then advanced 17.03% in 2024.
- A 5-year view of Invested Capital shows it stood at $4.2 billion in 2022, then rose by 13.73% to $4.8 billion in 2023, then gained by 6.18% to $5.1 billion in 2024, then grew by 14.98% to $5.9 billion in 2025, then decreased by 0.04% to $5.9 billion in 2026.
- The last three Invested Capital figures came in at $5.9 billion (Q1 2026), $5.9 billion (Q4 2025), and $5.8 billion (Q3 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 127.40 Bn | 119.98 Bn | 8.64 Bn | 89.76 Bn |
| 2 | Progressive | 119.47 Bn | 115.12 Bn | 8.36 Bn | 40.43 Bn |
| 3 | Travelers Companies | 65.26 Bn | 41.34 Bn | 5.54 Bn | 41.25 Bn |
| 4 | Allstate | 57.33 Bn | 32.74 Bn | 14.72 Bn | 39.08 Bn |
| 5 | Berkley W R | 26.90 Bn | 23.16 Bn | 2.72 Bn | 9.74 Bn |
| 6 | Cincinnati Financial | 25.67 Bn | 24.41 Bn | 2.60 Bn | 16.51 Bn |
| 7 | Markel | 22.97 Bn | 7.51 Bn | 2.38 Bn | 22.51 Bn |
| 8 | Loews | 22.18 Bn | 9.92 Bn | -1.32 Bn | 18.71 Bn |
| 9 | Assurant | 12.79 Bn | 10.87 Bn | 2.01 Bn | 5.87 Bn |
| 10 | Cna Financial | 11.84 Bn | 4.05 Bn | 2.33 Bn | 10.86 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 5.87 Bn |
| Dec 31, 2025 | 5.87 Bn |
| Sep 30, 2025 | 5.76 Bn |
| Jun 30, 2025 | 5.50 Bn |
| Mar 31, 2025 | 5.23 Bn |
| Dec 31, 2024 | 5.11 Bn |
| Sep 30, 2024 | 5.26 Bn |
| Jun 30, 2024 | 5.00 Bn |
| Mar 31, 2024 | 4.92 Bn |
| Dec 31, 2023 | 4.81 Bn |
| Sep 30, 2023 | 4.49 Bn |
| Jun 30, 2023 | 4.49 Bn |
| Mar 31, 2023 | 4.40 Bn |
| Dec 31, 2022 | 4.23 Bn |
| Sep 30, 2022 | 4.10 Bn |
| Jun 30, 2022 | 4.46 Bn |
| Mar 31, 2022 | 5.00 Bn |
| Dec 31, 2021 | 5.46 Bn |
| Sep 30, 2021 | 5.72 Bn |
| Jun 30, 2021 | 5.89 Bn |