Hagerty, Inc. (HGTY)
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Hagerty, Inc. (HGTY) reported revenue of $355 million for Q2 FY2026, the quarter ended 30 June 2026, down 6.5% on the same quarter a year earlier. Net income was $8 million, down 83.0% on the year. The figures are the company's own, from the 10-Q it filed with the SEC on 5 August 2026.
Revenue$355 milliondown 6.5%
Net income$8 milliondown 83.0%
Diluted EPSn/a
QuarterQ2 FY2026ended 30 June 2026
Hagerty (HGTY) in brief
Hagerty (HGTY) reported revenue of $1.5 billion for fiscal 2025, the year ended 31 December 2025, up 17.3% on the year before.
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Net income was $149 million. Revenue was $1.2 billion in fiscal 2024, $1.0 billion in fiscal 2023, $788 million in fiscal 2022 and $619 million in fiscal 2021. Net income in the same years was $78 million, $28 million, $32 million and a loss of $46 million. Revenue grew 23.9% a year, compounded, over the five years to fiscal 2025. Hagerty had 347 million shares outstanding at the latest filed count. At the close of 27 October 2026 the market cap of Hagerty was $5.4 billion.Ratios
From the filings
ROEn/a
ROCEn/a
Operating marginn/a
Net marginn/a
FCF marginn/a
Interest covern/a
Debt to equity1.00
Cash conversionn/a
Share count, last 12 months0.3%
Sales CAGR, 3 years22.7%
Profit CAGR, 3 years66.9%
EPS, TTMn/a
At the close of 27 October 2026
Price$15.59
Market cap$5.4 billion
Stock P/En/a
Price to book25.09
EV / EBITDAn/a
Dividend yieldn/a
Market cap / salesn/a
52-week high$15.94
52-week low$9.67
Price, 1 year39.4%
Price CAGR, 3 years27.2%
Price CAGR, 5 years9.2%
Worked from the filed figures; hover a name for the formula.
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The priced ones use the latest price, the last regular-hours trade on IEX. Debt to equity here stands on long-term debt as Hagerty, Inc. files it, with lease liabilities counted separately and never inside it. Nothing here is a valuation or a view.HGTYgreeksoup.ai
Daily prices to 27 October 2026, adjusted for splits; from 28 September 2026 each day's price is the last regular-hours trade on IEX.
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Data provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Day by day for the last three years; before that one point a week, carrying the week's last close and its average daily volume, so a volume bar means the same thing across the whole series; the bars sit under the price on their own scale, on the right. The moving averages need consecutive days and are drawn from the daily part. P/E is the close over the trailing four quarters' EPS as filed at each filing date, on the current share count; the dashed line is the median over the range shown. Sales and margin are quarterly revenue and the operating margin from the tables above. EV/EBITDA, price to book and market cap to sales use the latest filed balance sheet and share count at each date. Before the quarters on file begin, P/E, price to book and market cap to sales stand on each annual report from the day it was filed. Drawn in your browser; the range and overlay you pick are remembered here only.The public record on HGTY
| Dividends | no dividend in its filings for fiscal 2020 onward |
| Filings | 17 in twelve months: 10 current reports (8-K), about 5 regulation FD disclosure; 4 results of operations; 2 material agreement; 2 officer or director change; 1 other events |
| Planned insider sales | 12 Form 144 notices in twelve months, $6.0 million; latest 2 July 2026 |
| Options tape | put/call 0.08 by open interest at the 27 October 2026 close; the straddle prices a 18.0% move to 20 November 2026 |
| 13F holders | 126 funds reported a position for the quarter to 30 June 2026; largest State Farm Mutual Automobile Insurance Co. |
| Insider trading | 15 sales and 3 purchases on Form 4 in twelve months |
| Congress | 0 House trades disclosed in six months |
| Short interest | 1.5 million shares short, 3.64 days to cover at 15 October 2026 |
| Documents | the 10-K, the 10-Qs, the proxy and 4 earnings press releases, each linked |
Quarterly results, the last 20 quarters
| Q3 FY2021 | Q4 FY2021 | Q1 FY2022 | Q2 FY2022 | Q3 FY2022 | Q4 FY2022 * | Q1 FY2023 | Q2 FY2023 | Q3 FY2023 | Q4 FY2023 * | Q1 FY2024 | Q2 FY2024 | Q3 FY2024 | Q4 FY2024 * | Q1 FY2025 † | Q2 FY2025 † | Q3 FY2025 | Q4 FY2025 * | Q1 FY2026 | Q2 FY2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 168 | 154 | 168 | 206 | 217 | 197 | 218 | 261 | 276 | 245 | 272 | 313 | 323 | 292 | 328 | 379 | 380 | n/a | 312 | 355 |
| SG&A | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 144 | 162 | n/a | n/a | 72.4 | 95.3 |
| Operating income | 1.8 | -21.0 | -13.0 | 2.4 | -21.2 | -35.7 | -16.5 | 17.3 | 16.1 | -6.5 | 12.2 | 38.1 | 10.1 | 6.0 | 25.7 | 47.7 | 34.3 | n/a | -20.9 | 2.2 |
| Operating margin | 1% | -14% | -8% | 1% | -10% | -18% | -8% | 7% | 6% | -3% | 4% | 12% | 3% | 2% | 8% | 13% | 9% | n/a | -7% | 1% |
| Interest expense | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.4 | 1.5 | n/a | n/a | 1.1 | 1.2 |
| Pre-tax income | 1.3 | -64.5 | 18.0 | -3.4 | 25.8 | -29.3 | -11.4 | 19.3 | 23.2 | 13.6 | 13.3 | 48.5 | 18.0 | 13.9 | 32.8 | 53.4 | 13.3 | n/a | -20.9 | 2.2 |
| Tax rate | 141% | n/a | 11% | n/a | -0% | n/a | n/a | 19% | 20% | 34% | 38% | 12% | -6% | 39% | 17% | 12% | -246% | n/a | n/a | -260% |
| Net income | -0.5 | -66.5 | 27.5 | -5.5 | 14.7 | -4.6 | -2.1 | 2.4 | 18.6 | 9.0 | 8.2 | 42.7 | 19.0 | 8.4 | 27.3 | 47.2 | 46.2 | n/a | -12.7 | 8.0 |
| Net margin | -0% | -43% | 16% | -3% | 7% | -2% | -1% | 1% | 7% | 4% | 3% | 14% | 6% | 3% | 8% | 12% | 12% | n/a | -4% | 2% |
| Diluted EPS | -$4.79 | -$53.65 | $0.33 basic | -$0.07 | $0.07 | $0.06 | -$0.03 | $0.03 | n/a | $0.03 | n/a | n/a | n/a | $0.01 | n/a | n/a | n/a | n/a | n/a | n/a |
| Operating cash flow | 17.3 | -43.1 | 9.0 | 50.9 | 33.6 | -38.2 | 11.7 | 58.8 | 61.7 | 1.5 | 58.2 | 64.0 | 67.4 | -12.6 | 43.8 | 53.9 | 92.2 | n/a | 16.3 | 170 |
| Capital expenditure | 12.1 | 12.2 | 10.5 | 11.0 | 11.9 | 10.9 | 8.1 | 8.1 | 5.3 | 4.8 | 4.5 | 7.4 | 5.3 | 4.1 | 5.4 | 6.2 | 7.0 | n/a | 7.7 | 8.2 |
| Free cash flow | 5.2 | -55.3 | -1.5 | 39.9 | 21.7 | -49.2 | 3.6 | 50.7 | 56.4 | -3.4 | 53.7 | 56.6 | 62.0 | -16.7 | 38.4 | 47.7 | 85.2 | n/a | 8.5 | 162 |
| Shares outstanding | n/a | 333m | 333m | 333m | 339m | 339m | 339m | 340m | 340m | 340m | 340m | 341m | 345m | 345m | 345m | 346m | 346m | n/a | n/a | 347m |
| Filing | 10-Q | 10-K | 10-Q | 10-Q | 10-Q | 10-K | 10-Q | 10-Q | 10-Q | 10-K | 10-Q | 10-Q | 10-Q | 10-K | 10-Q | 10-Q | 10-Q | 10-K | 10-Q | 10-Q |
Each quarter as filed, linked to its filing.
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* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. A fourth quarter left blank is one the arithmetic cannot give yet: the annual report changed the basis of the year (a business sold or spun off, a line regrouped), so the year less the three quarters as first filed would not be a quarter of anything. It fills in once the three quarters have been refiled on the new basis. A quarter marked † is shown as the company last restated it in a later filing, so it compares with the quarters around it on one basis; rest on a figure for the one first filed. EPS is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.Income statement (profit and loss), 6 fiscal years and the trailing twelve months
Play it forward: change any box and its column follows; every box opens at the company's own record, shown under the row's name, and says when you set it outside every year in the table.
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Each column runs from the last twelve months as filed to the year chosen in its heading, at a yearly rate. Sales growth starts at the company's own five-year rate and eases a third of the way each year toward the median of the 82 peers in Insurance (9.0% a year), because a rate far from the rest rarely lasts. Before you open a year, the strip reads today's price backwards: the yearly sales growth that brings EPS, at the company's own margins, tax and share count, to today's price at the median P/E of the 80 peers in Insurance (13.2). Low, middle, high opens three columns for one year: the low and high cases take the company's own weaker and stronger years in the table (the lower and upper quarter of its yearly sales growth and operating margin) and the lower and higher of today's P/E and its peers'; the middle is the boxes as they open. Net income keeps the share that went to minority holders; EPS is net income over the diluted shares, on the same basis as the EPS in the table. The price is that year's EPS at the P/E you set, and the yearly return runs from today's price to the year's end. These are your assumptions and your arithmetic, not an estimate of ours. The link carries your columns, so you can send the forecast to someone.| FY2020 | FY2021 | FY2022 | FY2023 † | FY2024 † | FY2025 | TTM | |
|---|---|---|---|---|---|---|---|
| Revenue | 500 | 619 | 788 | 1,027 | 1,242 | 1,456 | n/a |
| Operating income | 15.8 | -10.1 | -67.6 | 10.4 | 66.4 | 139 | n/a |
| Operating margin | 3.2% | -1.6% | -8.6% | 1.0% | 5.3% | 9.6% | n/a |
| Interest expense | n/a | n/a | n/a | 5.4 | 1.4 | 5.4 | n/a |
| Pre-tax income | 14.9 | -54.6 | 11.1 | 44.8 | 93.7 | 139 | n/a |
| Income tax | 4.8 | 6.8 | 7.0 | 16.6 | 15.4 | -10.0 | n/a |
| Effective tax rate | 32.4% | n/a | 63.2% | 37.1% | 16.4% | -7.2% | n/a |
| Net income | 10.2 | -46.4 | 32.1 | 28.2 | 78.3 | 149 | n/a |
| Net margin | 2.0% | -7.5% | 4.1% | 2.7% | 6.3% | 10.2% | n/a |
| Diluted EPS | $101.66 | -$0.56 | $0.39 basic | n/a | n/a | n/a | n/a |
| Filing | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K |
From each year's 10-K, linked; TTM is the last four quarters.
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Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are. † The year as the company last restated it in a later filing; rest on a figure for the one first filed. EPS is as filed.Revenue by segment FY2023 to FY2025
| FY2023 | FY2024 | FY2025 | Share of the parts, latest year | |
|---|---|---|---|---|
| Insurance | 999 | 1,186 | 1,336 | 91.8% |
| Marketplace | 28.1 | 55.4 | 120 | 8.2% |
InsuranceMarketplace
$ million; hover a block for its figure and share
From the company's 10-Ks, in its own words (latest 10-K).
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Each year's figures come from the most recent 10-K that includes that year. A year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.Cash flow and capital returned
| FY2020 | FY2021 | FY2022 | FY2023 † | FY2024 † | FY2025 | TTM | |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 84.6 | 42.3 | 55.3 | 134 | 177 | 219 | n/a |
| Capital expenditure | 38.3 | 43.4 | 44.4 | 26.4 | 21.3 | 24.5 | n/a |
| Free cash flow | 46.3 | -1.1 | 11.0 | 107 | 156 | 194 | n/a |
| Free cash flow margin | 9.3% | -0.2% | 1.4% | 10.4% | 12.5% | 13.4% | n/a |
| Cash from investing | -47.4 | -69.0 | -91.5 | -52.6 | -619 | -185 | n/a |
| Cash from financing | 39.9 | 332 | -28.1 | 103 | -46.9 | 29.9 | n/a |
| Depreciation and amortisation | 11.8 | 22.1 | 33.9 | 45.8 | 38.9 | 37.5 | n/a |
| Share-based compensation | n/a | 0.0 | 12.1 | 18.0 | 17.4 | 18.9 | n/a |
| Diluted shares, weighted | 100,000 | 82m | n/a | n/a | n/a | n/a | n/a |
| Shares outstanding at period end | n/a | 333m | 339m | 340m | 345m | n/a | 347m |
| Filing | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K |
Cash paid in the year, from the cash flow statement.
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The dividend per share is as declared. Diluted shares are the weighted average for the year; a falling count is the buybacks net of issuance. TTM sums the last four quarters; the share counts are the latest quarter's.Balance sheet at year end
| FY2020 | FY2021 | FY2022 | FY2023 † | FY2024 † | FY2025 | TTM | |
|---|---|---|---|---|---|---|---|
| Funded by | |||||||
| Shareholders' equity | 117 | -324 | 59.3 | 92.7 | 150 | 221 | 215 |
| Non-controlling interest | n/a | 1.3 | 308 | 318 | 373 | 439 | 434 |
| Redeemable equity | 0.0 | 593 | 0.0 | 82.8 | 84.7 | 86.6 | 85.0 |
| Debt | 70.0 | 136 | 108 | 131 | 106 | 178 | 216 |
| Operating lease liabilities | n/a | 0.0 | 80.8 | 50.5 | 43.2 | n/a | n/a |
| Other liabilities | 423 | 635 | 756 | 914 | 952 | 1,169 | 1,198 |
| Total liabilities and equity | 611 | 1,042 | 1,313 | 1,588 | 1,709 | 2,094 | 2,148 |
| Owned | |||||||
| Fixed assets | 25.8 | 28.4 | 25.3 | 20.8 | 18.2 | 16.3 | 16.7 |
| Goodwill | 4.7 | 11.5 | 115 | 114 | 114 | 114 | 114 |
| Intangible assets | 46.6 | 76.2 | 104 | 91.9 | 90.1 | 88.9 | 89.3 |
| Investments | n/a | n/a | n/a | 16.5 | 590 | n/a | n/a |
| Securities held for sale or to maturity | 0.0 | 10.8 | 13.0 | n/a | n/a | 1,372 | 1,269 |
| Cash and equivalents | 38.1 | 275 | 95.2 | 108 | 105 | 160 | 298 |
| Receivables | 33.9 | 46.7 | 58.3 | 71.5 | 84.8 | 96.2 | 27.3 |
| Inventory | n/a | n/a | 2.1 | 5.0 | 18.5 | 12.4 | 24.9 |
| Other assets | 462 | 593 | 900 | 1,160 | 689 | 234 | 308 |
| Total assets | 611 | 1,042 | 1,313 | 1,588 | 1,709 | 2,094 | 2,148 |
| Filing | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | |
At the fiscal year end; the TTM column is the latest quarter end.
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Both totals are the company's own. Other liabilities is the filed total less the rows above it: payables, deferred revenue, taxes, borrowings the rows above do not carry and the rest; other assets is the same on the other side. Investments add the current and non-current lines as filed. Debt is the company's own stated total where it files one, otherwise its long-term debt with the current maturities, never parts added together. A row is left blank in a year where the lines shown overlap and the remainder would fall below nil.Compounded growth
| 10 years | 5 years | 3 years | TTM | |
|---|---|---|---|---|
| Sales growth, compounded | n/a | 23.9% | 22.7% | n/a |
| Profit growth, compounded | n/a | 71.1% | 66.9% | n/a |
| Return on equity, average | n/a | 51.0% | 50.0% | 67.4% |
Yearly growth, compounded; TTM is the last four quarters against the four before.
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Return on equity is net income over shareholders' equity at each year end, averaged over the window (the TTM column is the latest year alone); equity is the parent's shareholders' equity as tagged in the 10-K. Arithmetic on filed numbers, nothing forecast.Questions
What was Hagerty's revenue in fiscal 2025?
Hagerty (HGTY) reported revenue of $1.5 billion for fiscal 2025, the year ended 31 December 2025, up 17.3% on the year before.
How much did Hagerty earn in fiscal 2025?
Net income was $149 million for fiscal 2025.
What is Hagerty's market cap?
The market cap of Hagerty was $5.4 billion at the close of 27 October 2026.
Peers: Insurance
| Company | Market cap | P/E | ROE | Op. margin | Sales growth TTM | Debt to equity | Div. yield |
|---|---|---|---|---|---|---|---|
| Marsh & McLennan Companies, Inc. MRSH | $90.6 billion | 22.81 | 27.1% | 21.4% | 7.6% | 1.27 | 2.0% |
| Arthur J. Gallagher & Co. AJG | $66.4 billion | 42.96 | 6.6% | 12.6% | 26.3% | 0.57 | 1.0% |
| Aon plc AON | $64.1 billion | 16.67 | 40.8% | 26.5% | 4.9% | 1.35 | 1.0% |
| Willis Towers Watson plc WTW | $29.7 billion | 19.66 | 20.4% | 22.2% | 3.0% | 0.85 | 1.2% |
| Brown & Brown, Inc. BRO | $22.1 billion | 21.37 | 9.7% | n/a | 26.1% | 0.62 | 1.0% |
| Equitable Holdings, Inc. EQH | $14.9 billion | n/a | n/a | -5.7% | -22.1% | n/a | 2.0% |
| Erie Indemnity Co. ERIE | $12.9 billion | 22.36 | 23.4% | 17.9% | 3.7% | n/a | n/a |
| Enact Holdings, Inc. ACT | $6.6 billion | 10.12 | 12.7% | 69.1% | 2.5% | 0.14 | 1.8% |
| Hagerty, Inc. HGTY | $5.4 billion | n/a | n/a | n/a | n/a | 1.00 | n/a |
| Corvel Corp. CRVL | $4.2 billion | 36.72 | 28.2% | n/a | 7.1% | n/a | n/a |
| Accelerant Holdings ARX | $3.3 billion | n/a | -180.6% | -110.8% | n/a | 0.17 | n/a |
| Baldwin Insurance Group, Inc. BWIN | $3.0 billion | n/a | -9.2% | -6.9% | 18.9% | 2.67 | n/a |
All 90 in Insurance
| Company | Market cap | P/E | ROE | Op. margin | Sales growth TTM | Debt to equity | Div. yield |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. BRK.B | $1.17 trillion | 13.65 | 11.5% | 15.0% | 3.9% | n/a | n/a |
| UnitedHealth Group Inc. UNH | $371.6 billion | 26.42 | 13.5% | 4.8% | 6.5% | 0.70 | 2.2% |
| Chubb Ltd. CB | $137.4 billion | 12.60 | 14.8% | 23.1% | 8.0% | 0.23 | 1.1% |
| Progressive Corp. PGR | $131.1 billion | 11.32 | 34.1% | 16.2% | 10.5% | 0.24 | 6.2% |
| Elevance Health, Inc. ELV | $91.1 billion | 17.97 | 11.5% | 2.7% | 3.6% | 0.69 | 1.6% |
| Marsh & McLennan Companies, Inc. MRSH | $90.6 billion | 22.81 | 27.1% | 21.4% | 7.6% | 1.27 | 2.0% |
| Travelers Companies, Inc. TRV | $81.4 billion | 10.36 | 28.7% | 21.2% | 1.1% | 0.34 | 1.2% |
| Cigna Group CI | $78.8 billion | 12.34 | 15.1% | 3.5% | 7.8% | 0.75 | 2.1% |
| Manulife Financial Corporation MFC * | $75.4 billion | 20.50 | 11.1% | n/a | n/a | 0.15 | 3.1% |
| Arthur J. Gallagher & Co. AJG | $66.4 billion | 42.96 | 6.6% | 12.6% | 26.3% | 0.57 | 1.0% |
| Aon plc AON | $64.1 billion | 16.67 | 40.8% | 26.5% | 4.9% | 1.35 | 1.0% |
| Allstate Corp. ALL | $63.9 billion | 5.03 | 39.4% | 23.2% | 5.9% | 0.22 | 1.7% |
| Metlife Inc. MET | $63.8 billion | 19.12 | 13.2% | 8.3% | 8.7% | 0.52 | 2.3% |
| Aflac Inc. AFL | $61.3 billion | 13.16 | 16.0% | 32.0% | 13.6% | 0.28 | 2.0% |
| Humana Inc. HUM | $49.8 billion | 39.26 | 6.7% | 1.9% | 18.3% | 0.74 | 0.9% |
| Sun Life Financial Inc. SLF * | $44.3 billion | 18.21 | 14.5% | n/a | 8.0% | 0.33 | 3.3% |
| American International Group, Inc. AIG | $41.8 billion | 14.55 | 7.3% | 13.6% | -4.2% | 0.22 | 2.3% |
| Prudential Financial Inc. PRU | $39.7 billion | 10.44 | 12.4% | 7.6% | 9.4% | 0.62 | 4.8% |
| Hartford Insurance Group, Inc. HIG | $35.7 billion | 8.08 | 24.4% | 18.2% | 6.2% | 0.23 | 1.8% |
| Arch Capital Group Ltd. ACGL | $34.2 billion | 7.84 | 19.5% | 26.9% | 0.4% | 0.18 | 5.0% |
| Centene Corp. CNC | $34.1 billion | 23.56 | 6.6% | 0.5% | 9.7% | 0.70 | n/a |
| Willis Towers Watson plc WTW | $29.7 billion | 19.66 | 20.4% | 22.2% | 3.0% | 0.85 | 1.2% |
| Everest Group, Ltd. EG | $29.1 billion | 8.27 | 12.4% | 13.4% | -5.1% | n/a | 2.0% |
| Cincinnati Financial Corp. CINF | $27.9 billion | 10.64 | 16.5% | 24.8% | 9.9% | 0.05 | 2.0% |
| W. R. Berkley Corp. WRB | $26.9 billion | 14.86 | 19.6% | n/a | 4.3% | n/a | 2.6% |
| Principal Financial Group Inc. PFG | $24.0 billion | 15.95 | 12.8% | 11.9% | 3.7% | 0.36 | 2.8% |
| Markel Group Inc. MKL | $23.0 billion | n/a | n/a | n/a | n/a | 0.23 | n/a |
| Loews Corp. L | $22.7 billion | 13.62 | 8.8% | 12.3% | 3.5% | 0.47 | 0.2% |
| Brown & Brown, Inc. BRO | $22.1 billion | 21.37 | 9.7% | n/a | 26.1% | 0.62 | 1.0% |
| Reinsurance Group of America Inc. RGA | $17.2 billion | 11.54 | 11.0% | 7.2% | 19.4% | 0.42 | 1.4% |
| Corebridge Financial, Inc. CRBG | $15.8 billion | 20.68 | 8.5% | 5.4% | 29.1% | 0.83 | 2.8% |
| Equitable Holdings, Inc. EQH | $14.9 billion | n/a | n/a | -5.7% | -22.1% | n/a | 2.0% |
| Globe Life Inc. GL | $14.5 billion | 10.43 | 19.7% | 24.2% | 5.2% | 0.48 | 0.8% |
| Renaissancere Holdings Ltd. RNR | $14.3 billion | 5.82 | 22.3% | 39.6% | -14.0% | 0.20 | 0.5% |
| Assurant, Inc. AIZ | $14.1 billion | 13.67 | 17.4% | 9.9% | 9.4% | n/a | 1.2% |
| Unum Group UNM | $14.1 billion | 20.80 | 6.5% | 6.8% | 3.4% | 0.35 | 2.1% |
| CNA Financial Corp. CNA | $13.0 billion | 10.57 | 11.1% | 10.3% | 3.4% | 0.27 | 8.1% |
| Erie Indemnity Co. ERIE | $12.9 billion | 22.36 | 23.4% | 17.9% | 3.7% | n/a | n/a |
| American Financial Group Inc. AFG | $12.6 billion | 13.23 | 19.8% | 14.5% | -0.2% | 0.38 | 4.6% |
| Fidelity National Financial, Inc. FNF | $10.6 billion | 13.75 | 10.4% | 11.3% | 13.0% | 0.59 | 5.2% |
| Oscar Health, Inc. OSCR | $10.5 billion | 22.39 | 26.8% | 4.1% | 42.8% | 0.21 | n/a |
| Molina Healthcare, Inc. MOH | $10.4 billion | n/a | -1.2% | 0.4% | -0.9% | 0.91 | n/a |
| Jackson Financial Inc. JXN | $9.2 billion | 164.84 | 1.0% | 55.8% | 15.1% | 0.28 | 2.5% |
| Old Republic International Corp. ORI | $9.2 billion | 8.36 | 18.7% | 14.8% | 12.1% | n/a | 9.6% |
| Voya Financial, Inc. VOYA | $8.8 billion | 16.33 | 13.0% | 9.1% | 3.2% | 0.45 | 1.9% |
| Primerica, Inc. PRI | $8.6 billion | 11.16 | 31.5% | 29.9% | 8.6% | 0.24 | 1.6% |
| Hanover Insurance Group, Inc. THG | $8.2 billion | 11.27 | 20.6% | 15.4% | 5.6% | 0.23 | n/a |
| Kinsale Capital Group, Inc. KNSL | $8.1 billion | 15.71 | 27.4% | 33.7% | 8.3% | 0.12 | 0.3% |
| Lincoln National Corp. LNC | $7.7 billion | 3.50 | 20.8% | 14.7% | 7.9% | 0.57 | 4.5% |
| Axis Capital Holdings Ltd. AXS | $7.5 billion | 7.23 | 17.0% | 19.5% | 9.1% | 0.20 | 1.7% |
| Enact Holdings, Inc. ACT | $6.6 billion | 10.12 | 12.7% | 69.1% | 2.5% | 0.14 | 1.8% |
| First American Financial Corp. FAF | $6.6 billion | 9.07 | 13.6% | 11.9% | 14.1% | n/a | 3.4% |
| Essent Group Ltd. ESNT | $6.0 billion | 9.25 | 12.0% | 62.0% | 4.3% | n/a | 2.0% |
| Mgic Investment Corp. MTG | $5.9 billion | 8.96 | 14.1% | 74.0% | -1.9% | n/a | 2.1% |
| RLI Corp. RLI | $5.9 billion | 14.90 | 23.3% | 25.8% | 4.6% | 0.18 | 4.2% |
| Selective Insurance Group Inc. SIGI | $5.8 billion | 11.84 | 14.8% | 11.9% | 4.0% | 0.26 | 1.7% |
| Mercury General Corp. MCY | $5.7 billion | 6.07 | 33.0% | 18.3% | 10.0% | 0.33 | 1.2% |
| Hagerty, Inc. HGTY | $5.4 billion | n/a | n/a | n/a | n/a | 1.00 | n/a |
| White Mountains Insurance Group Ltd. WTM | $5.3 billion | 5.04 | 20.8% | 34.2% | 55.4% | 0.17 | 0.0% |
| CNO Financial Group, Inc. CNO | $5.0 billion | 18.71 | 10.8% | 13.3% | 6.0% | 0.52 | 1.2% |
| Radian Group Inc. RDN | $4.8 billion | 9.18 | 11.2% | n/a | 37.1% | 0.14 | 2.9% |
| Corvel Corp. CRVL | $4.2 billion | 36.72 | 28.2% | n/a | 7.1% | n/a | n/a |
| Lemonade, Inc. LMND | $3.6 billion | n/a | -27.7% | -13.7% | 62.3% | n/a | n/a |
| Palomar Holdings, Inc. PLMR | $3.5 billion | 18.01 | 20.7% | 24.1% | 60.0% | 0.30 | n/a |
| Hamilton Insurance Group, Ltd. HG | $3.5 billion | 6.18 | 30.3% | 28.3% | 15.5% | 0.05 | n/a |
| Genworth Financial Inc. GNW | $3.4 billion | 17.11 | 2.4% | 5.4% | 2.1% | 0.17 | n/a |
| Accelerant Holdings ARX | $3.3 billion | n/a | -180.6% | -110.8% | n/a | 0.17 | n/a |
| Slide Insurance Holdings, Inc. SLDE | $3.3 billion | 6.92 | 46.5% | 52.8% | n/a | 0.02 | n/a |
| NMI Holdings, Inc. NMIH | $3.2 billion | 8.38 | 14.6% | 69.3% | 7.5% | n/a | n/a |
| Assured Guaranty Ltd. AGO | $3.1 billion | 9.32 | 6.3% | 37.0% | -10.6% | 0.31 | 2.1% |
| Baldwin Insurance Group, Inc. BWIN | $3.0 billion | n/a | -9.2% | -6.9% | 18.9% | 2.67 | n/a |
| SiriusPoint Ltd. SPNT | $2.9 billion | 6.19 | 22.2% | 18.4% | 22.6% | 0.30 | n/a |
| Neptune Insurance Holdings Inc. NP | $2.8 billion | 95.06 | n/a | 41.3% | n/a | n/a | n/a |
| F&G Annuities & Life, Inc. FG | $2.7 billion | 7.04 | 9.1% | n/a | 15.0% | 0.49 | 4.7% |
| Skyward Specialty Insurance Group, Inc. SKWD | $2.6 billion | 13.64 | 14.8% | 13.9% | 38.3% | 0.33 | n/a |
| Brighthouse Financial, Inc. BHF | $2.6 billion | 3.59 | 12.7% | 14.7% | 2.6% | 0.48 | n/a |
| HCI Group, Inc. HCI | $2.5 billion | 8.62 | 28.7% | 48.4% | 22.8% | 0.03 | 0.8% |
| Porch Group, Inc. PRCH | $2.3 billion | n/a | n/a | 7.8% | 17.6% | n/a | n/a |
| Horace Mann Educators Corp. HMN | $1.9 billion | 10.80 | 11.8% | 12.4% | 5.9% | 0.40 | 3.1% |
| Kemper Corp. KMPR | $1.7 billion | n/a | -22.6% | n/a | -4.5% | 0.43 | 4.4% |
| Alignment Healthcare, Inc. ALHC | $1.7 billion | 42.37 | 15.4% | 1.2% | 37.2% | 1.22 | n/a |
| Goosehead Insurance, Inc. GSHD | $1.6 billion | 33.65 | n/a | 23.3% | 17.7% | n/a | n/a |
| Safety Insurance Group Inc. SAFT | $1.5 billion | 22.48 | 7.8% | 6.8% | 7.2% | 0.06 | 3.5% |
| United Fire Group Inc. UFCS | $1.5 billion | 10.64 | 14.4% | 12.0% | 11.4% | 0.15 | 1.3% |
| Stewart Information Services Corp. STC | $1.3 billion | 9.52 | 8.1% | 5.9% | 22.5% | 0.39 | 4.9% |
| Trupanion, Inc. TRUP | $1.3 billion | 55.09 | 5.7% | 1.6% | 11.8% | 0.26 | n/a |
| Employers Holdings, Inc. EIG | $933 million | 63.37 | 0.9% | 0.8% | -5.8% | 0.15 | 2.5% |
| Root, Inc. ROOT | $888 million | 14.75 | 18.7% | 5.5% | 14.9% | 0.60 | n/a |
| Amerisafe Inc. AMSF | $472 million | 10.27 | 18.8% | 17.5% | 9.5% | n/a | 6.1% |
| Ryan Specialty Holdings, Inc. RYAN | n/a | n/a | 19.4% | 14.8% | 14.4% | 7.13 | 1.2% |
14 companies share its SEC industry code (Insurance Agents, Brokers & Service); the rest are the names nearest in size in its wider industry, Insurance, one of the Fama-French 48 industries, a published grouping of SEC industry codes.
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By market capitalisation; a click on a heading sorts by it, largest first, and a second click turns it round. Each figure is the same arithmetic as the ratio box above, on each company's own filings and latest close; a name marked * is a foreign company that files once a year, on its latest fiscal year.Filings
| Filing | Period | Filed | Where |
|---|---|---|---|
| 10-Q | 30 June 2026 | 5 August 2026 | EDGAR |
| 10-Q | 31 March 2026 | 6 May 2026 | EDGAR |
| 10-K | 31 December 2025 | 26 February 2026 | EDGAR |
| 10-Q | 30 September 2025 | 4 November 2025 | EDGAR |
| 10-Q | 30 June 2025 | 4 August 2025 | EDGAR |
| 10-Q | 31 March 2025 | 7 May 2025 | EDGAR |
| 10-K | 31 December 2024 | 4 March 2025 | EDGAR |
| 10-Q | 30 September 2024 | 7 November 2024 | EDGAR |
| 10-Q | 30 June 2024 | 6 August 2024 | EDGAR |
| 10-Q | 31 March 2024 | 7 May 2024 | EDGAR |