Hagerty (HGTY) Tax Rate (2021 - 2025)
Hagerty (HGTY) posted Tax Rate of -260.26% for Q2 2026, down 271.81 percentage points from 11.55% a year earlier and down 299.42 percentage points from the prior quarter.
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Analysis
Hagerty (HGTY) Tax Rate (2021 - 2025) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, Tax Rate at Hagerty was -103.99%, down 117.63 percentage points year-over-year; for FY2025, it came in at -7.22%, down 23.63 percentage points from FY2024.
- Annual Tax Rate has declined for three consecutive years, with a five-year change of -39.65 percentage points (FY2020 to FY2025).
- In prior years, Hagerty's Tax Rate was 16.42% in FY2024 (-20.64 pp), 37.06% in FY2023 (-26.18 pp), 63.24% in FY2022 (+75.60 pp) and -12.36% in FY2021 (-44.80 pp).
- The Q2 2026 figure stands as the lowest quarterly Tax Rate in data going back to Q1 2021.
- On a year-over-year basis, Tax Rate increased in two of the last eight quarters, with an average year-over-year change of -67.90 percentage points.
- The strongest year-over-year quarter for Tax Rate in the past five years was Q2 2023, with a gain of 82.88 percentage points; the weakest was Q2 2026, with a drop of 271.81 percentage points.
- According to Business Quant data, Tax Rate for the three prior quarters was 39.17% (Q1 2026), 28.06% (Q4 2025) and -246.19% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,083.21 Bn | -334.26 Bn | 55.86 Bn | 19.62% |
| 2 | Chubb | 127.58 Bn | 79.64 Bn | 9.13 Bn | 20.47% |
| 3 | Progressive | 122.25 Bn | 98.08 Bn | 9.04 Bn | 21.34% |
| 4 | Marsh & Mclennan Companies | 81.29 Bn | 73.03 Bn | - | 24.15% |
| 5 | Travelers Companies | 75.19 Bn | 51.44 Bn | 6.23 Bn | 20.20% |
| 6 | Manulife Financial | 73.16 Bn | 74.37 Bn | - | - |
| 7 | Metlife | 60.22 Bn | -46.26 Bn | 7.82 Bn | 24.73% |
| 8 | Arthur J. Gallagher | 57.98 Bn | 52.41 Bn | - | 21.74% |
| 9 | Aon | 57.16 Bn | 50.40 Bn | - | 21.96% |
| 10 | Hagerty | 4.66 Bn | 4.14 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2025 | 28.06% |
| Jun 30, 2025 | 11.55% |
| Mar 31, 2025 | 16.78% |
| Dec 31, 2024 | 39.28% |
| Jun 30, 2024 | 11.99% |
| Mar 31, 2024 | 38.48% |
| Dec 31, 2023 | 33.68% |
| Sep 30, 2023 | 19.82% |
| Jun 30, 2023 | 19.36% |
| Mar 31, 2022 | 11.28% |
| Sep 30, 2021 | 140.79% |
| Jun 30, 2021 | 11.24% |
API Access
Hagerty Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=HGTY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "HGTY", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=HGTY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();