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| Date | Value |
|---|---|
| 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 |