Hagerty (HGTY) Tax Rate (2021 - 2026)

Hagerty (HGTY) posted Tax Rate of 39.17% for Q1 2026, up 39.56% sequentially from 28.06% in Q4 2025, and up 2242.0% YoY from 1.67% in Q1 2025.

Hagerty (HGTY) Tax Rate (2021 - 2026) Analysis & Trends

Hagerty (HGTY) has 6 years of Tax Rate data on file, last reported at 39.17% in Q1 2026.

Quarterly Tax Rate rose 2242.0% year-over-year to 39.17% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 27.77% (down 4168.0% YoY) and the FY2025 annual result came in at 7.22%, down 2363.0% from the prior year.
Tax Rate rose to 39.17% in Q1 2026 per HGTY's latest filing, from 28.06% in the prior quarter.
The five-year high for Tax Rate was 39.28% in Q4 2024, with the low at 246.19% in Q3 2025.
Average Tax Rate over 5 years is 5.22%, with a median of 11.99% recorded in 2024.
Year-over-year, Tax Rate surged 8288 bps in 2023 and plunged 24050 bps in 2025.
Hagerty's Tax Rate stood at 10.04% in 2022, then surged by 436 bps to 33.68% in 2023, then advanced by 17 bps to 39.28% in 2024, then decreased by 29 bps to 28.06% in 2025, then soared by 40 bps to 39.17% in 2026.
Business Quant data shows HGTY's Tax Rate at 39.17% in Q1 2026, 28.06% in Q4 2025, and 246.19% in Q3 2025.

#	Company	Market Cap	Enterprise Value	Gross Profit (Qtr)	Tax Rate (Qtr)
1	Markel	7,105.55 Bn	7,090.09 Bn	2.38 Bn	24.30%
2	Progressive	131.92 Bn	127.57 Bn	8.36 Bn	20.98%
3	Chubb	78.78 Bn	71.35 Bn	8.64 Bn	21.58%
4	Cincinnati Financial	74.32 Bn	73.06 Bn	2.60 Bn	15.95%
5	Travelers Companies	72.03 Bn	48.11 Bn	5.54 Bn	19.25%
6	Allstate	63.08 Bn	38.49 Bn	14.72 Bn	20.91%
7	Fairfax Financial Holdings	34.53 Bn	39.18 Bn	-	-29.23%
8	Loews	23.53 Bn	11.27 Bn	-1.32 Bn	23.54%
9	Selective Insurance	20.82 Bn	19.07 Bn	543.42 Mn	24.49%
10	Hagerty	1.22 Bn	1.43 Bn	-	39.17%

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