Hagerty Inc Strategic Asset Allocation Index
Hagerty Inc 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 debt-free asset ratio of Hagerty Inc to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Hagerty Inc (2019–2025)
Strategic asset allocation index of Hagerty Inc from 2019 to 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. Check Hagerty Inc tangible book value ratio to evaluate the tangible quality of the company's equity base.
Hagerty Inc Strategic Asset Allocation Index by Year (2019–2025)
Hagerty Inc strategic asset allocation index by year from 2019 to 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 live market cap and overall valuation, 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 | — |