Hagerty (HGTY) Cash & Current Investments (2020 - 2026)
Hagerty (HGTY) reported Cash & Current Investments of $298.3 million for Q2 2026, up 14.9% from $259.63 million a year earlier and up 40.5% from the prior quarter.
Hagerty (HGTY) Cash & Current Investments (2020 - 2026) Analysis & Trends
At the end of FY2025, Hagerty posted Cash & Current Investments of $160.18 million, down 47.8% from FY2024.
- Cash & Current Investments has a five-year compound annual growth rate of 33.3% (FY2020 to FY2025).
- By year, Cash & Current Investments came in at $306.8 million in FY2024 (+157.2%), $119.27 million in FY2023 (+25.3%), $95.17 million in FY2022 (-65.4%) and $275.33 million in FY2021 (+622.5%).
- The Q2 2026 figure ranks as the highest quarterly Cash & Current Investments since Q4 2024.
- Year over year, Cash & Current Investments gained in six of the last eight quarters, with growth averaging 50.2%.
- The high point for year-over-year Cash & Current Investments in five years was Q4 2021 (growth of 622.5%); the low point was Q1 2023 (a decline of 73.3%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $212.37 million (Q1 2026), $160.18 million (Q4 2025) and $290.53 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,083.21 Bn | -334.26 Bn | 55.86 Bn | 364.39 Bn |
| 2 | Chubb | 127.58 Bn | 79.64 Bn | 9.13 Bn | 13.77 Bn |
| 3 | Progressive | 122.25 Bn | 98.08 Bn | 9.04 Bn | 5.00 Bn |
| 4 | Marsh & Mclennan Companies | 81.29 Bn | 73.03 Bn | - | 1.70 Bn |
| 5 | Travelers Companies | 75.19 Bn | 51.44 Bn | 6.23 Bn | 4.58 Bn |
| 6 | Manulife Financial | 73.16 Bn | 74.37 Bn | - | - |
| 7 | Metlife | 60.22 Bn | -46.26 Bn | 7.82 Bn | 27.32 Bn |
| 8 | Arthur J. Gallagher | 57.98 Bn | 52.41 Bn | - | 1.39 Bn |
| 9 | Aon | 57.16 Bn | 50.40 Bn | - | 1.27 Bn |
| 10 | Hagerty | 4.66 Bn | 4.14 Bn | - | 298.30 Mn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 298.30 Mn |
| Mar 31, 2026 | 212.37 Mn |
| Dec 31, 2025 | 160.18 Mn |
| Sep 30, 2025 | 290.53 Mn |
| Jun 30, 2025 | 259.63 Mn |
| Mar 31, 2025 | 232.70 Mn |
| Dec 31, 2024 | 306.80 Mn |
| Sep 30, 2024 | 208.95 Mn |
| Jun 30, 2024 | 186.38 Mn |
| Mar 31, 2024 | 131.21 Mn |
| Dec 31, 2023 | 119.27 Mn |
| Sep 30, 2023 | 90.71 Mn |
| Jun 30, 2023 | 114.25 Mn |
| Mar 31, 2023 | 63.37 Mn |
| Dec 31, 2022 | 95.17 Mn |
| Sep 30, 2022 | 180.42 Mn |
| Jun 30, 2022 | 180.17 Mn |
| Mar 31, 2022 | 237.59 Mn |
| Dec 31, 2021 | 275.33 Mn |
| Sep 30, 2021 | 47.88 Mn |
Hagerty Cash & Current Investments 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=cash-and-current-investments&ticker=HGTY&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "cash-and-current-investments", "ticker": "HGTY", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=HGTY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();