Hagerty Inc (HGTY) — Strategic Asset Allocation Index
Hagerty Inc (HGTY) has a Strategic Asset Allocation Index of 97.9% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $731.14 Million) total $731.14 Million, measured against net assets of $747.03 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
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 December 2025, the index stands at 97.9%, representing strategic assets of $731.14 Million against net assets of $747.03 Million USD. Explore Hagerty Inc operating cash flow efficiency to assess how effectively this company generates cash.
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. For the full company profile including market capitalisation, see HGTY market cap overview.
| 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 | — |