Hagerty (HGTY) Long-Term Investments (2021 - 2026)

Hagerty (HGTY) posted Long-Term Investments of $720.9 million for Q1 2026, down 1.4% sequentially from $731.1 million in Q4 2025, and up 49.84% YoY from $481.1 million in Q1 2025.

Hagerty (HGTY) Long-Term Investments (2021 - 2026) Analysis & Trends

Hagerty (HGTY) has 6 years of Long-Term Investments data on file, last reported at $720.9 million in Q1 2026.

  • Quarterly Long-Term Investments rose 49.84% year-over-year to $720.9 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $720.9 million (up 49.84% YoY) and the FY2025 annual result came in at $731.1 million, up 24.02% from the prior year.
  • Long-Term Investments retreated to $720.9 million in Q1 2026 per HGTY's latest filing, from $731.1 million in the prior quarter.
  • The five-year high for Long-Term Investments was $731.1 million in Q4 2025, with the low at $5.5 million in Q4 2023.
  • Average Long-Term Investments over 5 years is $405.6 million, with a median of $481.1 million recorded in 2025.
  • Year-over-year, Long-Term Investments plunged 86.99% in 2022 and jumped 10568.24% in 2024.
  • Hagerty's Long-Term Investments stood at $15.1 million in 2022, then tumbled by 63.43% to $5.5 million in 2023, then jumped by 10568.24% to $589.5 million in 2024, then gained by 24.02% to $731.1 million in 2025, then retreated by 1.4% to $720.9 million in 2026.
  • Business Quant data shows HGTY's Long-Term Investments at $720.9 million in Q1 2026, $731.1 million in Q4 2025, and $543.8 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Markel 7,105.55 Bn 7,090.09 Bn 2.38 Bn 32.27 Bn
2 Progressive 131.92 Bn 127.57 Bn 8.36 Bn 94.13 Bn
3 Chubb 78.78 Bn 71.35 Bn 8.64 Bn 11.17 Bn
4 Cincinnati Financial 74.32 Bn 73.06 Bn 2.60 Bn 32.00 Bn
5 Travelers Companies 72.03 Bn 48.11 Bn 5.54 Bn 4.09 Bn
6 Allstate 63.08 Bn 38.49 Bn 14.72 Bn 85.16 Bn
7 Fairfax Financial Holdings 34.53 Bn 39.18 Bn - -72.90 Mn
8 Loews 23.53 Bn 11.27 Bn -1.32 Bn 54.29 Bn
9 Selective Insurance 20.82 Bn 19.07 Bn 543.42 Mn 11.39 Bn
10 Hagerty 1.22 Bn 1.43 Bn - 720.90 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 720.90 Mn
Dec 31, 2025 731.14 Mn
Sep 30, 2025 543.77 Mn
Jun 30, 2025 482.25 Mn
Mar 31, 2025 481.12 Mn
Dec 31, 2024 589.53 Mn
Sep 30, 2024 471.97 Mn
Jun 30, 2024 404.80 Mn
Dec 31, 2023 5.53 Mn
Jun 30, 2022 15.11 Mn
Mar 31, 2022 15.15 Mn
Sep 30, 2021 116.16 Mn
Jun 30, 2021 116.16 Mn