Security National Financial (SNFCA) Invested Capital (2009 - 2026)
Security National Financial (SNFCA) recorded Invested Capital of $1.75 billion in Q2 2026, up 1.8% from $1.72 billion a year earlier and up 203.6% from the prior quarter.
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Analysis
Security National Financial (SNFCA) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025, Security National Financial reported Invested Capital of $508.76 million, down 68.2% from FY2024.
- Annual Invested Capital has a five-year compound annual growth rate of -2.0% (FY2020 to FY2025).
- Across earlier years, Invested Capital came in at $1.6 billion in FY2024 (+4.2%), $1.54 billion in FY2023 (+238.0%), $454.5 million in FY2022 (-17.5%) and $551.05 million in FY2021 (-1.9%).
- The Q2 2026 figure is the highest quarterly Invested Capital since Q3 2021.
- On a year-over-year basis, Invested Capital rose in seven of the last eight quarters, with growth averaging 35.7%.
- Peak year-over-year performance for Invested Capital in the last five years was growth of 301.2% in Q2 2025, against a decline of 68.2% in Q4 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at $577.75 million (Q1 2026), $508.76 million (Q4 2025) and $1.73 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,248.67 Bn | -185.49 Bn | 56.71 Bn | 894.41 Bn |
| 2 | Chubb | 141.22 Bn | 92.15 Bn | 8.67 Bn | 97.60 Bn |
| 3 | Progressive | 134.26 Bn | 109.78 Bn | 8.29 Bn | 42.87 Bn |
| 4 | Marsh & Mclennan Companies | 98.32 Bn | 90.72 Bn | - | 35.44 Bn |
| 5 | Travelers Companies | 82.09 Bn | 59.57 Bn | 5.93 Bn | 38.81 Bn |
| 6 | Manulife Financial | 75.36 Bn | -19.02 Bn | - | 85.29 Bn |
| 7 | Arthur J. Gallagher | 72.54 Bn | 67.17 Bn | 3.33 Bn | 36.81 Bn |
| 8 | Aon | 71.33 Bn | 50.56 Bn | - | 38.24 Bn |
| 9 | Allstate | 65.04 Bn | 22.10 Bn | -9.85 Bn | 39.81 Bn |
| 10 | Security National Financial | 213.96 Mn | -1.90 Bn | 56.35 Mn | 1.93 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 1.93 Bn |
| Jun 30, 2026 | 699.79 Mn |
| Mar 31, 2026 | 686.51 Mn |
| Dec 31, 2025 | 508.76 Mn |
| Sep 30, 2025 | 1.87 Bn |
| Jun 30, 2025 | 685.50 Mn |
| Mar 31, 2025 | 508.15 Mn |
| Dec 31, 2024 | 488.64 Mn |
| Sep 30, 2024 | 1.60 Bn |
| Jun 30, 2024 | 429.31 Mn |
| Mar 31, 2024 | 424.44 Mn |
| Dec 31, 2023 | 418.45 Mn |
| Sep 30, 2023 | 1.52 Bn |
| Jun 30, 2023 | 402.06 Mn |
| Mar 31, 2023 | 435.43 Mn |
| Dec 31, 2022 | 454.50 Mn |
| Sep 30, 2022 | 1.66 Bn |
| Jun 30, 2022 | 480.83 Mn |
| Mar 31, 2022 | 525.93 Mn |
| Dec 31, 2021 | 551.05 Mn |
API Access
Security National Financial Invested Capital 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=invested-capital&ticker=SNFCA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "SNFCA", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=SNFCA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();