Kestrel (KG) Invested Capital (2024 - 2026)
Kestrel (KG) posted Invested Capital of $289.0 million for Q2 2026, down 2.41% on a QoQ basis from $296.2 million in Q1 2026, and down 10.76% year-over-year from $323.9 million in Q2 2025.
Analysis
Kestrel (KG) Invested Capital (2024 - 2026) Analysis & Trends
Kestrel has reported Invested Capital for 3 years, with the latest figure at $289.0 million in Q2 2026.
- On a quarterly basis, Invested Capital fell 10.76% year-over-year to $289.0 million in Q2 2026; TTM through Jun 2026 was $289.0 million, a 10.76% decrease from a year earlier, with the FY2025 full-year figure at $302.7 million, up 6471.56% from the prior year.
- Invested Capital was $289.0 million for Q2 2026 at Kestrel, down from $296.2 million in the prior quarter.
- The five-year high for Invested Capital was $323.9 million in Q2 2025, with the low at $4.6 million in Q4 2024.
- Average Invested Capital over 3 years is $255.7 million, with a median of $299.4 million recorded in 2025.
- The sharpest annual moves came in 2025 and 2026: Invested Capital jumped 6471.56% in 2025, then retreated 10.76% in 2026.
- Over 3 years, Invested Capital stood at $4.6 million in 2024, then surged by 6471.56% to $302.7 million in 2025, then dropped by 4.52% to $289.0 million in 2026.
- The last three Invested Capital figures came in at $289.0 million (Q2 2026), $296.2 million (Q1 2026), and $302.7 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Marsh & Mclennan Companies | 86.80 Bn | 74.60 Bn | 6.04 Bn | 36.64 Bn |
| 2 | Aon | 67.56 Bn | 66.29 Bn | - | 24.65 Bn |
| 3 | Arthur J. Gallagher | 64.64 Bn | 63.25 Bn | - | 38.74 Bn |
| 4 | Willis Towers Watson | 30.60 Bn | 28.94 Bn | 2.09 Bn | 14.30 Bn |
| 5 | Brown & Brown | 22.70 Bn | 21.78 Bn | 1.41 Bn | 20.37 Bn |
| 6 | XChange TEC.INC | 15.90 Bn | 15.90 Bn | - | -27.41 Mn |
| 7 | Erie Indemnity | 11.30 Bn | 10.96 Bn | - | - |
| 8 | Ryan Specialty Holdings | 5.11 Bn | 4.97 Bn | - | 4.65 Bn |
| 9 | Neptune Insurance Holdings | 4.43 Bn | 4.41 Bn | - | 720.00 Mn |
| 10 | Kestrel | 58.21 Mn | 30.40 Mn | 5.17 Mn | 289.01 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 289.01 Mn |
| Mar 31, 2026 | 296.16 Mn |
| Dec 31, 2025 | 302.69 Mn |
| Sep 30, 2025 | 317.86 Mn |
| Jun 30, 2025 | 323.87 Mn |
| Dec 31, 2024 | 4.61 Mn |