Assurant (AIZ) Invested Capital (2009 - 2026)
Assurant (AIZ) recorded Invested Capital of $8.31 billion in Q2 2026, up 9.5% from $7.58 billion a year earlier and up 2.8% from the prior quarter.
Powered by 
Analysis
Assurant (AIZ) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025, Assurant reported Invested Capital of $8.08 billion, up 12.4% from FY2024.
- Annual Invested Capital has increased for three straight years, though with a five-year compound annual growth rate of -0.3% (FY2020 to FY2025).
- Across earlier years, Invested Capital came in at $7.19 billion in FY2024 (+4.3%), $6.89 billion in FY2023 (+8.4%), $6.36 billion in FY2022 (-17.1%) and $7.67 billion in FY2021 (-6.4%).
- The Q2 2026 figure is the highest quarterly Invested Capital since Q2 2021.
- On a year-over-year basis, Invested Capital has increased for 13 consecutive quarters, with growth averaging 8.5% over the last eight quarters.
- Peak year-over-year performance for Invested Capital in the last five years was growth of 12.4% in Q4 2025, against a decline of 21.9% in Q2 2022 at the low end.
- Per Business Quant, the preceding three quarters came in at $8.08 billion (Q1 2026), $8.08 billion (Q4 2025) and $7.96 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,073.91 Bn | -343.57 Bn | 55.86 Bn | - |
| 2 | Chubb | 125.44 Bn | 77.50 Bn | 9.13 Bn | 81.94 Bn |
| 3 | Progressive | 120.54 Bn | 96.37 Bn | 9.04 Bn | - |
| 4 | Marsh & Mclennan Companies | 81.59 Bn | 73.34 Bn | - | 35.99 Bn |
| 5 | Travelers Companies | 74.40 Bn | 50.64 Bn | 6.23 Bn | - |
| 6 | Manulife Financial | 72.53 Bn | 73.74 Bn | - | 44.43 Bn |
| 7 | Metlife | 60.06 Bn | -46.42 Bn | 7.82 Bn | 33.35 Bn |
| 8 | Aon | 58.71 Bn | 51.95 Bn | - | 24.65 Bn |
| 9 | Arthur J. Gallagher | 58.49 Bn | 52.93 Bn | - | 37.22 Bn |
| 10 | Assurant | 13.02 Bn | 4.79 Bn | 2.71 Bn | 8.31 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 8.31 Bn |
| Mar 31, 2026 | 8.08 Bn |
| Dec 31, 2025 | 8.08 Bn |
| Sep 30, 2025 | 7.96 Bn |
| Jun 30, 2025 | 7.58 Bn |
| Mar 31, 2025 | 7.32 Bn |
| Dec 31, 2024 | 7.19 Bn |
| Sep 30, 2024 | 7.34 Bn |
| Jun 30, 2024 | 7.09 Bn |
| Mar 31, 2024 | 7.00 Bn |
| Dec 31, 2023 | 6.89 Bn |
| Sep 30, 2023 | 6.57 Bn |
| Jun 30, 2023 | 6.62 Bn |
| Mar 31, 2023 | 6.53 Bn |
| Dec 31, 2022 | 6.36 Bn |
| Sep 30, 2022 | 6.23 Bn |
| Jun 30, 2022 | 6.59 Bn |
| Mar 31, 2022 | 7.20 Bn |
| Dec 31, 2021 | 7.67 Bn |
| Sep 30, 2021 | 7.92 Bn |
API Access
Assurant Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=AIZ&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "AIZ", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=AIZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();