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| 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 |