Hagerty (HGTY) Invested Capital (2020 - 2026)

Hagerty's (HGTY) quarterly Invested Capital came in at $874.0 million in Q1 2026, up 31.38% year-on-year from $665.3 million in Q1 2025, and up 118.93% quarter-over-quarter from $399.2 million in Q4 2025.

Hagerty (HGTY) Invested Capital (2020 - 2026) Analysis & Trends

Hagerty has disclosed Invested Capital across 7 years of filings, most recently posting $874.0 million for Q1 2026.

  • Invested Capital for Q1 2026 came in at $874.0 million, up 31.38% year-over-year; the trailing twelve-month figure through Mar 2026 was $874.0 million (up 31.38% YoY), and the FY2025 annual result was $399.2 million, down 36.56% from the prior year.
  • Invested Capital came in at $874.0 million for Q1 2026 at Hagerty, up from $399.2 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $874.0 million in Q1 2026 to a low of $376.5 million in Q2 2022.
  • The 5-year median for Invested Capital is $525.8 million (2022), against an average of $556.0 million.
  • Across the five-year window, Invested Capital jumped 355.76% in 2022 and plunged 36.56% in 2025, its largest moves.
  • Hagerty's Invested Capital stood at $475.6 million in 2022, then advanced by 13.78% to $541.2 million in 2023, then advanced by 16.27% to $629.3 million in 2024, then slumped by 36.56% to $399.2 million in 2025, then surged by 118.93% to $874.0 million in 2026.
  • The last three Invested Capital figures came in at $874.0 million (Q1 2026), $399.2 million (Q4 2025), and $734.5 million (Q3 2025), per Business Quant data.

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 Hagerty 1.06 Bn 1.27 Bn - 874.00 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 874.00 Mn
Dec 31, 2025 399.22 Mn
Sep 30, 2025 734.46 Mn
Jun 30, 2025 731.42 Mn
Mar 31, 2025 665.25 Mn
Dec 31, 2024 629.27 Mn
Sep 30, 2024 648.30 Mn
Jun 30, 2024 552.42 Mn
Mar 31, 2024 512.29 Mn
Dec 31, 2023 541.19 Mn
Sep 30, 2023 473.35 Mn
Jun 30, 2023 459.65 Mn
Mar 31, 2023 445.75 Mn
Dec 31, 2022 475.65 Mn
Sep 30, 2022 525.76 Mn
Jun 30, 2022 376.52 Mn
Mar 31, 2022 407.89 Mn
Dec 31, 2021 -185.98 Mn
Dec 31, 2020 119.32 Mn