Utg (UTGN) Short-term Investments (2009 - 2026)
Utg (UTGN) posted Short-term Investments of $10.41 million for Q3 2026, up 940.7% from $999,887 a year earlier and up 110.3% from the prior quarter.
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Analysis
Utg (UTGN) Short-term Investments (2009 - 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%).
- The Q3 2026 figure stands as the highest quarterly Short-term Investments since Q2 2024.
- On a year-over-year basis, Short-term Investments has increased in each of the last four quarters, with growth averaging 204.6% over the last eight quarters.
- The strongest year-over-year quarter for Short-term Investments in the past five years was Q3 2026, with growth of 940.7%; 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 $4.95 million (Q2 2026), $7.39 million (Q1 2026) and $9.81 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,268.35 Bn | -165.80 Bn | 56.71 Bn |
| 2 | Chubb | 143.74 Bn | 94.67 Bn | 8.67 Bn |
| 3 | Progressive | 136.59 Bn | 112.11 Bn | 8.29 Bn |
| 4 | Marsh & Mclennan Companies | 98.68 Bn | 91.07 Bn | - |
| 5 | Travelers Companies | 82.62 Bn | 60.10 Bn | 5.93 Bn |
| 6 | Manulife Financial | 75.03 Bn | -19.34 Bn | - |
| 7 | Arthur J. Gallagher | 72.55 Bn | 67.18 Bn | 3.33 Bn |
| 8 | Aon | 71.77 Bn | 51.00 Bn | - |
| 9 | Allstate | 66.66 Bn | 23.71 Bn | -9.85 Bn |
| 10 | Utg | 189.31 Mn | 16.25 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 10.41 Mn |
| 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 |
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();