Utg (UTGN) Short-term Investments (2010 - 2026)
Utg (UTGN) posted Short-term Investments of $4.95 million for Q2 2026, up 400.2% from $989,525 a year earlier but down 33.0% from the prior quarter.
Powered by 
Analysis
Utg (UTGN) Short-term Investments (2010 - 2026) Analysis & Trends
At the end of FY2025, Utg's Short-term Investments came in at $9.81 million, up 401.8% from FY2024.
- Annual Short-term Investments shows a five-year compound annual growth rate of -34.0% (FY2020 to FY2025).
- In prior years, Utg's Short-term Investments was $1.95 million in FY2024 (-93.3%), $29.13 million in FY2023 (-80.6%), $150.05 million in FY2022 (+22.8%) and $122.23 million in FY2021 (+56.6%).
- Quarterly Short-term Investments has run from a low of $989,525 in Q2 2025 to a high of $177.3 million in Q2 2024 over five years.
- On a year-over-year basis, Short-term Investments has increased in each of the last three quarters, with growth averaging 75.3% over the last eight quarters.
- The strongest year-over-year quarter for Short-term Investments in the past five years was Q4 2025, with growth of 401.8%; the weakest was Q2 2025, with a decline of 99.4%.
- According to Business Quant data, Short-term Investments for the three prior quarters was $7.39 million (Q1 2026), $9.81 million (Q4 2025) and $999,887 (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,168.75 Bn | -248.72 Bn | 55.86 Bn |
| 2 | Chubb | 136.94 Bn | 89.00 Bn | 9.13 Bn |
| 3 | Progressive | 132.57 Bn | 108.40 Bn | 9.04 Bn |
| 4 | Marsh & Mclennan Companies | 93.82 Bn | 86.22 Bn | - |
| 5 | Travelers Companies | 83.08 Bn | 59.33 Bn | 6.23 Bn |
| 6 | Manulife Financial | 75.37 Bn | -18.34 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 |
| 10 | Utg | 181.94 Mn | -10.08 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 4.95 Mn |
| Mar 31, 2026 | 7.39 Mn |
| Dec 31, 2025 | 9.81 Mn |
| Sep 30, 2025 | 999,887.00 |
| Jun 30, 2025 | 989,525.00 |
| Mar 31, 2025 | 1.98 Mn |
| Dec 31, 2024 | 1.95 Mn |
| Sep 30, 2024 | 8.17 Mn |
| Jun 30, 2024 | 177.30 Mn |
| Mar 31, 2024 | 168.32 Mn |
| Dec 31, 2023 | 29.13 Mn |
| Sep 30, 2023 | 144.21 Mn |
| Jun 30, 2023 | 145.12 Mn |
| Mar 31, 2023 | 141.93 Mn |
| Dec 31, 2022 | 150.05 Mn |
| Sep 30, 2022 | 141.13 Mn |
| Jun 30, 2022 | 133.46 Mn |
| Mar 31, 2022 | 132.10 Mn |
| Dec 31, 2021 | 122.23 Mn |
| Sep 30, 2021 | 112.99 Mn |
API Access
Utg Short-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=short-term-investments&ticker=UTGN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "short-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=short-term-investments&ticker=UTGN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();