Hagerty Inc (HGTY) — Strategic Asset Allocation Index
Hagerty Inc (HGTY) has a Strategic Asset Allocation Index of 96.4% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $756.51 Million) total $756.51 Million, measured against net assets of $784.65 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See HGTY equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Hagerty Inc Strategic Asset Allocation Index (2019–2025)
This chart shows how Hagerty Inc's Strategic Asset Allocation Index has evolved across 7 annual periods from 2019 to 2025. As of June 2026, the index stands at 96.4%, representing strategic assets of $756.51 Million against net assets of $784.65 Million USD. For live market cap and overall valuation, see Hagerty Inc stock valuation.
Annual Strategic Asset Allocation Index for Hagerty Inc (2019–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Hagerty Inc from 2019 to 2025, covering 7 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See HGTY total equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 97.9% | $731.14 Million | $- | $731.14 Million | $747.03 Million | ▲ +82.7 pp |
| 2024 | 15.2% | $73.96 Million | $- | $73.96 Million | $488.01 Million | ▲ +12.9 pp |
| 2023 | 2.2% | $10.95 Million | $- | $10.95 Million | $493.35 Million | ▼ -27.1 pp |
| 2022 | 29.3% | $107.65 Million | $107.65 Million | $- | $367.37 Million | ▲ +18.8 pp |
| 2021 | 10.5% | $28.36 Million | $28.36 Million | $- | $270.80 Million | ▼ -11.5 pp |
| 2020 | 22.0% | $25.82 Million | $25.82 Million | $- | $117.32 Million | ▲ +7.3 pp |
| 2019 | 14.7% | $16.23 Million | $16.23 Million | $- | $110.46 Million | — |