Utg (UTGN) Assets (2009 - 2026)
Utg (UTGN) recorded Assets of $531.1 million in Q3 2026, up 6.3% from $499.61 million a year earlier and up 1.4% from the prior quarter.
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Analysis
Utg (UTGN) Assets (2009 - 2026) Analysis & Trends
At the end of FY2025, Utg reported Assets of $491.37 million, up 3.0% from FY2024.
- Annual Assets has a five-year compound annual growth rate of 3.2% (FY2020 to FY2025).
- Across earlier years, Assets came in at $476.95 million in FY2024 (+8.0%), $441.71 million in FY2023 (-1.3%), $447.53 million in FY2022 (+2.1%) and $438.46 million in FY2021 (+4.6%).
- The Q3 2026 figure is the highest quarterly Assets in data going back to Q1 2009.
- On a year-over-year basis, Assets has increased for 11 consecutive quarters, with growth averaging 7.8% over the last eight quarters.
- Peak year-over-year performance for Assets in the last five years was growth of 14.0% in Q1 2025, against a decline of 4.1% in Q2 2022 at the low end.
- Per Business Quant, the preceding three quarters came in at $523.89 million (Q2 2026), $521.39 million (Q1 2026) and $491.37 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,268.35 Bn | -165.80 Bn | 56.71 Bn | 1,303.91 Bn |
| 2 | Chubb | 143.74 Bn | 94.67 Bn | 8.67 Bn | 283.51 Bn |
| 3 | Progressive | 136.59 Bn | 112.11 Bn | 8.29 Bn | 127.74 Bn |
| 4 | Marsh & Mclennan Companies | 98.68 Bn | 91.07 Bn | - | 59.81 Bn |
| 5 | Travelers Companies | 82.62 Bn | 60.10 Bn | 5.93 Bn | 142.09 Bn |
| 6 | Manulife Financial | 75.03 Bn | -19.34 Bn | - | 763.27 Bn |
| 7 | Arthur J. Gallagher | 72.55 Bn | 67.18 Bn | 3.33 Bn | 79.06 Bn |
| 8 | Aon | 71.77 Bn | 51.00 Bn | - | 65.14 Bn |
| 9 | Allstate | 66.66 Bn | 23.71 Bn | -9.85 Bn | 127.85 Bn |
| 10 | Utg | 189.31 Mn | 16.25 Mn | - | 531.10 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 531.10 Mn |
| Jun 30, 2026 | 523.89 Mn |
| Mar 31, 2026 | 521.39 Mn |
| Dec 31, 2025 | 491.37 Mn |
| Sep 30, 2025 | 499.61 Mn |
| Jun 30, 2025 | 488.41 Mn |
| Mar 31, 2025 | 491.14 Mn |
| Dec 31, 2024 | 476.95 Mn |
| Sep 30, 2024 | 472.96 Mn |
| Jun 30, 2024 | 436.68 Mn |
| Mar 31, 2024 | 430.80 Mn |
| Dec 31, 2023 | 441.71 Mn |
| Sep 30, 2023 | 415.11 Mn |
| Jun 30, 2023 | 412.18 Mn |
| Mar 31, 2023 | 419.62 Mn |
| Dec 31, 2022 | 447.53 Mn |
| Sep 30, 2022 | 415.37 Mn |
| Jun 30, 2022 | 412.02 Mn |
| Mar 31, 2022 | 424.70 Mn |
| Dec 31, 2021 | 438.46 Mn |
API Access
Utg Assets 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=assets&ticker=UTGN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "UTGN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=UTGN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();