Hagerty (HGTY) Equity Ratio (2020 - 2026)

Hagerty's (HGTY) quarterly Equity Ratio came in at 0.32 in Q1 2026, up 8.69% year-on-year from 0.29 in Q1 2025, and up 201.61% quarter-over-quarter from 0.11 in Q4 2025.

Hagerty (HGTY) Equity Ratio (2020 - 2026) Analysis & Trends

Hagerty has disclosed Equity Ratio across 7 years of filings, most recently posting 0.32 for Q1 2026.

  • Equity Ratio for Q1 2026 came in at 0.32, up 8.69% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.32 (up 8.69% YoY), and the FY2025 annual result was 0.11, down 65.49% from the prior year.
  • Equity Ratio came in at 0.32 for Q1 2026 at Hagerty, up from 0.11 in the prior quarter.
  • In the past five years, Equity Ratio ranged from a high of 0.32 in Q1 2026 to a low of 0.11 in Q4 2025.
  • The 5-year median for Equity Ratio is 0.28 (2022), against an average of 0.27.
  • Across the five-year window, Equity Ratio jumped 190.43% in 2022 and slumped 65.49% in 2025, its largest moves.
  • Hagerty's Equity Ratio stood at 0.28 in 2022, then declined by 7.65% to 0.26 in 2023, then increased by 18.49% to 0.31 in 2024, then plunged by 65.49% to 0.11 in 2025, then soared by 201.61% to 0.32 in 2026.
  • The last three Equity Ratio figures came in at 0.32 (Q1 2026), 0.11 (Q4 2025), and 0.29 (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 Chubb 127.40 Bn 119.98 Bn 8.64 Bn 0.27
2 Progressive 119.47 Bn 115.12 Bn 8.36 Bn 0.26
3 Travelers Companies 65.26 Bn 41.34 Bn 5.54 Bn 0.22
4 Allstate 57.33 Bn 32.74 Bn 14.72 Bn 0.25
5 Berkley W R 26.90 Bn 23.16 Bn 2.72 Bn 0.22
6 Cincinnati Financial 25.67 Bn 24.41 Bn 2.60 Bn 0.38
7 Markel 22.97 Bn 7.51 Bn 2.38 Bn 0.26
8 Loews 22.18 Bn 9.92 Bn -1.32 Bn 0.22
9 Assurant 12.79 Bn 10.87 Bn 2.01 Bn 0.16
10 Hagerty 1.06 Bn 1.27 Bn - 0.32

Historic Data

Download Data
DateValue
Mar 31, 2026 0.32
Dec 31, 2025 0.11
Sep 30, 2025 0.29
Jun 30, 2025 0.28
Mar 31, 2025 0.29
Dec 31, 2024 0.31
Sep 30, 2024 0.29
Jun 30, 2024 0.26
Mar 31, 2024 0.27
Dec 31, 2023 0.26
Sep 30, 2023 0.25
Jun 30, 2023 0.24
Mar 31, 2023 0.27
Dec 31, 2022 0.28
Sep 30, 2022 0.29
Jun 30, 2022 0.26
Mar 31, 2022 0.28
Dec 31, 2021 -0.31
Dec 31, 2020 0.19