Tiptree (TIPT) Invested Capital (2009 - 2026)
Tiptree's Invested Capital was $902.53 million in Q3 2026, down 27.7% from $1.25 billion a year earlier and down 0.5% from the prior quarter.
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Analysis
Tiptree (TIPT) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025, Invested Capital at Tiptree came in at $824.49 million, down 23.9% from FY2024.
- Invested Capital shows a five-year compound annual growth rate of 2.2% (FY2020 to FY2025).
- In earlier years, Invested Capital was $1.08 billion in FY2024 (+10.7%), $978.98 million in FY2023 (+23.5%), $792.94 million in FY2022 (-0.1%) and $793.53 million in FY2021 (+7.3%).
- Quarterly Invested Capital has moved between $774.48 million (Q1 2022) and $1.25 billion (Q3 2025) over five years.
- Compared with a year earlier, Invested Capital has declined for four straight quarters, with an average decline of 4.8% over the last eight quarters.
- The best year-over-year quarter for Invested Capital over five years was Q4 2023 (growth of 23.5%); the worst was Q1 2026 (a decline of 30.2%).
- Per Business Quant data, TIPT's Invested Capital in the three quarters before Q3 2026 was $907.12 million (Q2 2026), $822.6 million (Q1 2026) and $824.49 million (Q4 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 | Tiptree | 649.79 Mn | -1.33 Bn | - | 902.53 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 902.53 Mn |
| Jun 30, 2026 | 907.12 Mn |
| Mar 31, 2026 | 822.60 Mn |
| Dec 31, 2025 | 824.49 Mn |
| Sep 30, 2025 | 1.25 Bn |
| Jun 30, 2025 | 1.22 Bn |
| Mar 31, 2025 | 1.18 Bn |
| Dec 31, 2024 | 656.77 Mn |
| Sep 30, 2024 | 1.04 Bn |
| Jun 30, 2024 | 1.01 Bn |
| Mar 31, 2024 | 1.00 Bn |
| Dec 31, 2023 | 978.98 Mn |
| Sep 30, 2023 | 867.22 Mn |
| Jun 30, 2023 | 907.28 Mn |
| Mar 31, 2023 | 889.02 Mn |
| Dec 31, 2022 | 792.94 Mn |
| Sep 30, 2022 | 785.83 Mn |
| Jun 30, 2022 | 787.12 Mn |
| Mar 31, 2022 | 774.48 Mn |
| Dec 31, 2021 | 400.98 Mn |
API Access
Tiptree 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=TIPT&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "TIPT", "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=TIPT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();