Everest (EG) Invested Capital (2009 - 2026)
Everest's Invested Capital was $19.02 billion in Q2 2026, up 2.2% from $18.61 billion a year earlier and up 0.7% from the prior quarter.
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Analysis
Everest (EG) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025, Invested Capital at Everest came in at $19.05 billion, up 9.1% from FY2024.
- Invested Capital has now increased for three consecutive years, with a five-year compound annual growth rate of 10.4% (FY2020 to FY2025).
- In earlier years, Invested Capital was $17.46 billion in FY2024 (+5.3%), $16.59 billion in FY2023 (+43.9%), $11.53 billion in FY2022 (-12.9%) and $13.23 billion in FY2021 (+13.7%).
- Quarterly Invested Capital has moved between $10.73 billion (Q3 2022) and $19.05 billion (Q4 2025) over five years.
- Compared with a year earlier, Invested Capital has increased for 13 straight quarters, with growth averaging 8.2% over the last eight quarters.
- The best year-over-year quarter for Invested Capital over five years was Q4 2023 (growth of 43.9%); the worst was Q4 2022 (a decline of 12.9%).
- Per Business Quant data, EG's Invested Capital in the three quarters before Q2 2026 was $18.88 billion (Q1 2026), $19.05 billion (Q4 2025) and $18.96 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,248.67 Bn | -185.49 Bn | 56.71 Bn | 894.41 Bn |
| 2 | Chubb | 141.22 Bn | 92.15 Bn | 8.67 Bn | 97.60 Bn |
| 3 | Progressive | 134.26 Bn | 109.78 Bn | 8.29 Bn | 42.87 Bn |
| 4 | Marsh & Mclennan Companies | 98.32 Bn | 90.72 Bn | - | 35.44 Bn |
| 5 | Travelers Companies | 82.09 Bn | 59.57 Bn | 5.93 Bn | 38.81 Bn |
| 6 | Manulife Financial | 75.36 Bn | -19.02 Bn | - | 85.29 Bn |
| 7 | Arthur J. Gallagher | 72.54 Bn | 67.17 Bn | 3.33 Bn | 36.81 Bn |
| 8 | Aon | 71.33 Bn | 50.56 Bn | - | 38.24 Bn |
| 9 | Allstate | 65.04 Bn | 22.10 Bn | -9.85 Bn | 39.81 Bn |
| 10 | Everest | 15.88 Bn | 266.86 Mn | 1.28 Bn | 17.84 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 17.84 Bn |
| Jun 30, 2026 | 19.02 Bn |
| Mar 31, 2026 | 18.88 Bn |
| Dec 31, 2025 | 19.05 Bn |
| Sep 30, 2025 | 18.96 Bn |
| Jun 30, 2025 | 18.61 Bn |
| Mar 31, 2025 | 17.73 Bn |
| Dec 31, 2024 | 17.46 Bn |
| Sep 30, 2024 | 18.72 Bn |
| Jun 30, 2024 | 17.57 Bn |
| Mar 31, 2024 | 17.01 Bn |
| Dec 31, 2023 | 16.59 Bn |
| Sep 30, 2023 | 14.31 Bn |
| Jun 30, 2023 | 13.99 Bn |
| Mar 31, 2023 | 12.10 Bn |
| Dec 31, 2022 | 11.53 Bn |
| Sep 30, 2022 | 10.73 Bn |
| Jun 30, 2022 | 11.94 Bn |
| Mar 31, 2022 | 12.62 Bn |
| Dec 31, 2021 | 13.23 Bn |
API Access
Everest 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=EG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "EG", "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=EG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();