Hagerty (HGTY) Invested Capital (2020 - 2026)

Hagerty (HGTY) posted Invested Capital of $874.0 million for Q1 2026, up 118.93% sequentially from $399.2 million in Q4 2025, and up 31.38% YoY from $665.3 million in Q1 2025.

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

Hagerty (HGTY) has 7 years of Invested Capital data on file, last reported at $874.0 million in Q1 2026.

  • Quarterly Invested Capital rose 31.38% year-over-year to $874.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $874.0 million (up 31.38% YoY) and the FY2025 annual result came in at $399.2 million, down 36.56% from the prior year.
  • Invested Capital improved to $874.0 million in Q1 2026 per HGTY's latest filing, from $399.2 million in the prior quarter.
  • The five-year high for Invested Capital was $874.0 million in Q1 2026, with the low at $376.5 million in Q2 2022.
  • Average Invested Capital over 5 years is $556.0 million, with a median of $525.8 million recorded in 2022.
  • Year-over-year, Invested Capital surged 355.76% in 2022 and slumped 36.56% in 2025.
  • Hagerty's Invested Capital stood at $475.6 million in 2022, then increased by 13.78% to $541.2 million in 2023, then increased by 16.27% to $629.3 million in 2024, then tumbled by 36.56% to $399.2 million in 2025, then surged by 118.93% to $874.0 million in 2026.
  • Business Quant data shows HGTY's Invested Capital at $874.0 million in Q1 2026, $399.2 million in Q4 2025, and $734.5 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Markel 7,105.55 Bn 7,090.09 Bn 2.38 Bn 22.51 Bn
2 Progressive 131.92 Bn 127.57 Bn 8.36 Bn 40.43 Bn
3 Chubb 78.78 Bn 71.35 Bn 8.64 Bn 89.76 Bn
4 Cincinnati Financial 74.32 Bn 73.06 Bn 2.60 Bn 16.51 Bn
5 Travelers Companies 72.03 Bn 48.11 Bn 5.54 Bn 41.25 Bn
6 Allstate 63.08 Bn 38.49 Bn 14.72 Bn 39.08 Bn
7 Fairfax Financial Holdings 34.53 Bn 39.18 Bn - 26.01 Bn
8 Loews 23.53 Bn 11.27 Bn -1.32 Bn 18.71 Bn
9 Selective Insurance 20.82 Bn 19.07 Bn 543.42 Mn 4.49 Bn
10 Hagerty 1.22 Bn 1.43 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