Hagerty (HGTY) Invested Capital (2020 - 2026)
Hagerty (HGTY) recorded Invested Capital of $865.76 million in Q2 2026, up 18.4% from $731.42 million a year earlier but down 0.9% from the prior quarter.
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Analysis
Hagerty (HGTY) Invested Capital (2020 - 2026) Analysis & Trends
For FY2025, Hagerty reported Invested Capital of $838.32 million, up 33.1% from FY2024.
- Annual Invested Capital has increased for three straight years, with a five-year compound annual growth rate of 35.1% (FY2020 to FY2025).
- Across earlier years, Invested Capital came in at $630.06 million in FY2024 (+16.4%), $541.19 million in FY2023 (+13.8%), $475.65 million in FY2022 and -$186.98 million in FY2021.
- Quarterly Invested Capital has ranged from -$186.98 million in Q4 2021 to $874 million in Q1 2026 over the past five years.
- On a year-over-year basis, Invested Capital has increased for 11 consecutive quarters, with growth averaging 27.9% over the last eight quarters.
- Peak year-over-year performance for Invested Capital in the last five years was growth of 37.0% in Q3 2024, against a decline of 10.0% in Q3 2023 at the low end.
- Per Business Quant, the preceding three quarters came in at $874 million (Q1 2026), $838.32 million (Q4 2025) and $807.58 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,083.21 Bn | -334.26 Bn | 55.86 Bn | - |
| 2 | Chubb | 127.58 Bn | 79.64 Bn | 9.13 Bn | 81.94 Bn |
| 3 | Progressive | 122.25 Bn | 98.08 Bn | 9.04 Bn | - |
| 4 | Marsh & Mclennan Companies | 81.29 Bn | 73.03 Bn | - | 35.99 Bn |
| 5 | Travelers Companies | 75.19 Bn | 51.44 Bn | 6.23 Bn | - |
| 6 | Manulife Financial | 73.16 Bn | 74.37 Bn | - | 44.43 Bn |
| 7 | Metlife | 60.22 Bn | -46.26 Bn | 7.82 Bn | 33.35 Bn |
| 8 | Arthur J. Gallagher | 57.98 Bn | 52.41 Bn | - | 37.22 Bn |
| 9 | Aon | 57.16 Bn | 50.40 Bn | - | 24.65 Bn |
| 10 | Hagerty | 4.66 Bn | 4.14 Bn | - | 865.76 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 865.76 Mn |
| Mar 31, 2026 | 874.00 Mn |
| Dec 31, 2025 | 838.32 Mn |
| Sep 30, 2025 | 807.58 Mn |
| Jun 30, 2025 | 731.42 Mn |
| Mar 31, 2025 | 665.25 Mn |
| Dec 31, 2024 | 630.06 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 | -186.98 Mn |
| Mar 31, 2021 | 272,390.00 |
API Access
Hagerty 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=HGTY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "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=invested-capital&ticker=HGTY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();