Utg (UTGN) Invested Capital (2009 - 2025)
Utg (UTGN) reported Invested Capital of $232.7 million for Q4 2025, up 7.3% from $216.84 million a year earlier.
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Analysis
Utg (UTGN) Invested Capital (2009 - 2025) Analysis & Trends
Dating back to Q1 2009, Utg's Invested Capital record includes 56 quarters.
- Invested Capital has increased for six consecutive years, with a five-year compound annual growth rate of 11.2% (FY2020 to FY2025).
- By year, Invested Capital came in at $216.84 million in FY2024 (+20.0%), $180.69 million in FY2023 (+2.1%), $177.03 million in FY2022 (+7.1%) and $165.24 million in FY2021 (+20.5%).
- The Q4 2025 figure ranks as the highest quarterly Invested Capital in data going back to Q1 2009.
- The high point for year-over-year Invested Capital in five years was Q3 2024 (growth of 33.2%); the low point was Q2 2022 (a decline of 3.7%).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,268.35 Bn | -165.80 Bn | 56.71 Bn | 894.41 Bn |
| 2 | Chubb | 143.74 Bn | 94.67 Bn | 8.67 Bn | 97.60 Bn |
| 3 | Progressive | 136.59 Bn | 112.11 Bn | 8.29 Bn | 42.87 Bn |
| 4 | Marsh & Mclennan Companies | 98.68 Bn | 91.07 Bn | - | 35.44 Bn |
| 5 | Travelers Companies | 82.62 Bn | 60.10 Bn | 5.93 Bn | 38.81 Bn |
| 6 | Manulife Financial | 75.03 Bn | -19.34 Bn | - | 85.29 Bn |
| 7 | Arthur J. Gallagher | 72.55 Bn | 67.18 Bn | 3.33 Bn | 36.81 Bn |
| 8 | Aon | 71.77 Bn | 51.00 Bn | - | 38.24 Bn |
| 9 | Allstate | 66.66 Bn | 23.71 Bn | -9.85 Bn | 39.81 Bn |
| 10 | Utg | 189.31 Mn | 16.25 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2025 | 232.70 Mn |
| Dec 31, 2024 | 216.84 Mn |
| Sep 30, 2024 | 204.93 Mn |
| Jun 30, 2024 | 175.61 Mn |
| Mar 31, 2024 | 170.53 Mn |
| Dec 31, 2023 | 180.69 Mn |
| Sep 30, 2023 | 153.89 Mn |
| Jun 30, 2023 | 152.04 Mn |
| Mar 31, 2023 | 153.44 Mn |
| Dec 31, 2022 | 177.03 Mn |
| Sep 30, 2022 | 147.17 Mn |
| Jun 30, 2022 | 143.91 Mn |
| Mar 31, 2022 | 153.42 Mn |
| Dec 31, 2021 | 165.24 Mn |
| Sep 30, 2021 | 139.35 Mn |
| Jun 30, 2021 | 149.47 Mn |
| Mar 31, 2021 | 145.47 Mn |
| Dec 31, 2020 | 137.14 Mn |
| Sep 30, 2020 | 129.17 Mn |
| Dec 31, 2019 | 131.50 Mn |
API Access
Utg 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=UTGN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "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=invested-capital&ticker=UTGN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();