Hagerty (HGTY) Long-Term Investments (2021 - 2026)
Hagerty (HGTY) posted Long-Term Investments of $720.9 million for Q1 2026, up 1967.35% sequentially from $34.9 million in Q4 2025, and up 49.84% YoY from $481.1 million in Q1 2025.
Analysis
Hagerty (HGTY) Long-Term Investments (2021 - 2026) Analysis & Trends
Hagerty has reported Long-Term Investments for 6 years, with the latest figure 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 $34.9 million, down 94.08% from the prior year.
- Long-Term Investments improved to $720.9 million in Q1 2026 per HGTY's latest filing, from $34.9 million in the prior quarter.
- Over five years, Long-Term Investments peaked at $720.9 million in Q1 2026 and troughed at $5.5 million in Q4 2023.
- A 5-year average of $342.3 million and a median of $472.0 million in 2024 frame the typical range for Long-Term Investments.
- The sharpest annual moves came in 2024 and 2025: Long-Term Investments surged 10568.24% in 2024, then slumped 94.08% in 2025.
- Over 5 years, Long-Term Investments stood at $15.1 million in 2022, then slumped by 63.43% to $5.5 million in 2023, then soared by 10568.24% to $589.5 million in 2024, then plunged by 94.08% to $34.9 million in 2025, then surged by 1967.35% to $720.9 million in 2026.
- According to Business Quant data, Long-Term Investments over the past three periods registered $720.9 million, $34.9 million, and $543.8 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 134.94 Bn | 121.17 Bn | 9.13 Bn | 172.65 Bn |
| 2 | Progressive | 130.54 Bn | 125.54 Bn | 9.04 Bn | 97.22 Bn |
| 3 | Travelers Companies | 78.88 Bn | 55.13 Bn | 6.23 Bn | 103.18 Bn |
| 4 | Allstate | 67.49 Bn | 28.76 Bn | 16.28 Bn | 87.80 Bn |
| 5 | Fairfax Financial Holdings | 36.16 Bn | 36.16 Bn | - | - |
| 6 | Cincinnati Financial | 26.92 Bn | 25.02 Bn | 2.39 Bn | 33.15 Bn |
| 7 | Markel | 23.15 Bn | 6.26 Bn | 2.83 Bn | 33.50 Bn |
| 8 | Loews | 22.62 Bn | 322.44 Mn | 2.57 Bn | 55.20 Bn |
| 9 | Assurant | 14.24 Bn | 12.21 Bn | 2.71 Bn | 10.46 Bn |
| 10 | Hagerty | 1.36 Bn | 1.07 Bn | 244.11 Mn | 756.51 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 756.51 Mn |
| 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 |