Utg (UTGN) Long-Term Investments (2010 - 2026)
Utg's Long-Term Investments came in at $450.49 million for Q2 2026, up 7.6% from $418.84 million a year earlier and up 2.0% from the prior quarter.
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Analysis
Utg (UTGN) Long-Term Investments (2010 - 2026) Analysis & Trends
At the end of FY2025, Utg's Long-Term Investments was $430.74 million, up 7.7% from FY2024.
- Long-Term Investments has increased in each of the last three years, with a five-year compound annual growth rate of 4.6% (FY2020 to FY2025).
- Going back by year, Long-Term Investments was $399.9 million in FY2024 (+9.6%), $364.89 million in FY2023 (+0.2%), $364.27 million in FY2022 (-2.0%) and $371.78 million in FY2021 (+8.3%).
- The Q2 2026 figure represents the highest quarterly Long-Term Investments in data going back to Q4 2010.
- Year-over-year, Long-Term Investments has increased for nine consecutive quarters, with growth averaging 10.2% over the last eight quarters.
- The fastest year-over-year change in Long-Term Investments over five years came in Q1 2025 (growth of 19.1%), and the weakest in Q4 2022 (a decline of 2.0%).
- Business Quant data shows UTGN's Long-Term Investments at $441.85 million (Q1 2026), $430.74 million (Q4 2025) and $419.61 million (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,168.75 Bn | -248.72 Bn | 55.86 Bn | 19.95 Bn |
| 2 | Chubb | 136.94 Bn | 89.00 Bn | 9.13 Bn | 172.65 Bn |
| 3 | Progressive | 132.57 Bn | 108.40 Bn | 9.04 Bn | 97.22 Bn |
| 4 | Marsh & Mclennan Companies | 93.82 Bn | 86.22 Bn | - | - |
| 5 | Travelers Companies | 83.08 Bn | 59.33 Bn | 6.23 Bn | 103.18 Bn |
| 6 | Manulife Financial | 75.37 Bn | -18.34 Bn | - | 40.54 Bn |
| 7 | Arthur J. Gallagher | 68.71 Bn | 63.14 Bn | - | - |
| 8 | Aon | 64.39 Bn | 57.63 Bn | - | - |
| 9 | Allstate | 64.30 Bn | 25.55 Bn | 8.73 Bn | 87.80 Bn |
| 10 | Utg | 181.94 Mn | -10.08 Mn | - | 450.49 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 450.49 Mn |
| Mar 31, 2026 | 441.85 Mn |
| Dec 31, 2025 | 430.74 Mn |
| Sep 30, 2025 | 419.61 Mn |
| Jun 30, 2025 | 418.84 Mn |
| Mar 31, 2025 | 422.69 Mn |
| Dec 31, 2024 | 399.90 Mn |
| Sep 30, 2024 | 403.60 Mn |
| Jun 30, 2024 | 366.52 Mn |
| Mar 31, 2024 | 354.78 Mn |
| Dec 31, 2023 | 364.89 Mn |
| Sep 30, 2023 | 350.70 Mn |
| Jun 30, 2023 | 354.32 Mn |
| Mar 31, 2023 | 358.57 Mn |
| Dec 31, 2022 | 364.27 Mn |
| Sep 30, 2022 | 357.07 Mn |
| Jun 30, 2022 | 358.84 Mn |
| Mar 31, 2022 | 365.19 Mn |
| Dec 31, 2021 | 371.78 Mn |
| Sep 30, 2021 | 354.18 Mn |
API Access
Utg Long-Term Investments 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=long-term-investments&ticker=UTGN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "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=long-term-investments&ticker=UTGN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();