UTG, INC. Policyholder Benefits and Claims Incurred, Direct
UTG, INC. (UTGN) reported Policyholder Benefits and Claims Incurred, Direct of $2.91 million for the 3-month period ending 2026-06-30, per its 10-Q filed 2026-08-12.
Financial Statements › Expense Statement › Operating Expenses
us-gaap:PolicyholderBenefitsAndClaimsIncurredGross · last filed 2026-08-12
- UTG, INC. policyholder benefits and claims incurred, direct for the quarter ending 2026-06-30 was $2.91M, a 7.99% decline year-over-year.
- UTG, INC. policyholder benefits and claims incurred, direct for the quarter ending 2026-03-31 was $6.83M, a 115.08% increase year-over-year.
- UTG, INC. policyholder benefits and claims incurred, direct for the quarter ending 2025-12-31 was $1.79M, a 35.98% decline year-over-year.
- UTG, INC. policyholder benefits and claims incurred, direct for the quarter ending 2025-09-30 was $2.80M, a 26.57% decline year-over-year.
- UTG, INC. policyholder benefits and claims incurred, direct for fiscal 2025 was $11.36M, a 11.56% decline from fiscal 2024.
- UTG, INC. policyholder benefits and claims incurred, direct for fiscal 2024 was $12.85M, a 20.14% decline from fiscal 2023.
- UTG, INC. policyholder benefits and claims incurred, direct for fiscal 2023 was $16.09M, a 2.46% increase from fiscal 2022.
- UTG, INC. policyholder benefits and claims incurred, direct for fiscal 2022 was $15.70M, a 8.37% decline from fiscal 2021.
| Period end | Policyholder Benefits and Claims Incurred, Direct 3 month | Policyholder Benefits and Claims Incurred, Direct 3 month as first filed | Policyholder Benefits and Claims Incurred, Direct 6 month | Policyholder Benefits and Claims Incurred, Direct 6 month as first filed | Policyholder Benefits and Claims Incurred, Direct 9 month | Policyholder Benefits and Claims Incurred, Direct 12 month | Policyholder Benefits and Claims Incurred, Direct 12 month as first filed |
|---|---|---|---|---|---|---|---|
| 2026-06-30 | $2.91M 10-Q · filed 2026-08-12 | $9.74M 10-Q · filed 2026-08-12 | $11.53M derived: sum of 3 quarters · filed 2026-08-12 | $14.33M derived: sum of 4 quarters · filed 2026-08-12 | |||
| 2026-03-31 | $6.83M 10-Q · filed 2026-05-13 | $8.62M derived: sum of 2 quarters · filed 2026-05-13 | $11.42M derived: sum of 3 quarters · filed 2026-05-13 | $14.59M derived: sum of 4 quarters · filed 2026-08-12 | |||
| 2025-12-31 | $1.79M derived: 10-K 12 month − 10-Q 9 month · filed 2026-03-25 | $4.59M derived: sum of 2 quarters · filed 2026-03-25 | $7.76M derived: sum of 3 quarters · filed 2026-08-12 | $11.36M 10-K · filed 2026-03-25 | |||
| 2025-09-30 | $2.80M 10-Q · filed 2025-11-14 | $5.97M derived: sum of 2 quarters · filed 2026-08-12 | $9.58M 10-Q · filed 2025-11-14 | $11.94M derived: sum of 4 quarters · filed 2026-08-12 | |||
| 2025-06-30 | $3.16M 10-Q · filed 2026-08-12 | $3.37M 10-Q · filed 2025-08-12 | $6.34M 10-Q · filed 2026-08-12 | $6.77M 10-Q · filed 2025-08-12 | $9.13M derived: sum of 3 quarters · filed 2026-08-12 | $12.95M derived: sum of 4 quarters · filed 2026-08-12 | |
| 2025-03-31 | $3.18M 10-Q · filed 2026-05-13 | $3.40M 10-Q · filed 2025-05-13 | $5.97M derived: sum of 2 quarters · filed 2026-05-13 | $9.79M derived: sum of 3 quarters · filed 2026-05-13 | $12.38M derived: sum of 4 quarters · filed 2026-05-13 | ||
| 2024-12-31 | $2.79M derived: 10-K 12 month − 10-Q 9 month · filed 2026-03-25 | $6.61M derived: sum of 2 quarters · filed 2026-03-25 | $9.20M derived: sum of 3 quarters · filed 2026-03-25 | $12.85M 10-K · filed 2026-03-25 | $13.74M 10-K · filed 2025-03-26 | ||
| 2024-09-30 | $3.82M 10-Q · filed 2025-11-14 | $6.41M derived: sum of 2 quarters · filed 2025-11-14 | $10.06M 10-Q · filed 2025-11-14 | $14.22M derived: sum of 4 quarters · filed 2025-11-14 | |||
| 2024-06-30 | $2.59M 10-Q · filed 2025-08-12 | $6.24M 10-Q · filed 2025-08-12 | $10.41M derived: sum of 3 quarters · filed 2025-08-12 | $14.18M derived: sum of 4 quarters · filed 2025-08-12 | |||
| 2024-03-31 | $3.64M 10-Q · filed 2025-05-13 | $7.81M derived: sum of 2 quarters · filed 2025-05-13 | $11.59M derived: sum of 3 quarters · filed 2025-05-13 | $16.08M derived: sum of 4 quarters · filed 2025-05-13 | |||
| 2023-12-31 | $4.17M derived: 10-K 12 month − 10-Q 9 month · filed 2025-03-26 | $7.94M derived: sum of 2 quarters · filed 2025-03-26 | $12.44M derived: sum of 3 quarters · filed 2025-03-26 | $16.09M 10-K · filed 2025-03-26 | |||
| 2023-09-30 | $3.77M 10-Q · filed 2024-11-13 | $8.27M derived: sum of 2 quarters · filed 2024-11-13 | $11.92M 10-Q · filed 2024-11-13 | $16.01M derived: sum of 4 quarters · filed 2024-11-13 | |||
| 2023-06-30 | $4.50M 10-Q · filed 2024-08-12 | $8.15M 10-Q · filed 2024-08-12 | $12.24M derived: sum of 3 quarters · filed 2024-08-12 | $15.58M derived: sum of 4 quarters · filed 2024-08-12 | |||
| 2023-03-31 | $3.65M 10-Q · filed 2024-05-13 | $7.74M derived: sum of 2 quarters · filed 2024-05-13 | $11.08M derived: sum of 3 quarters · filed 2024-05-13 | $14.69M derived: sum of 4 quarters · filed 2024-05-13 | |||
| 2022-12-31 | $4.09M derived: 10-K 12 month − 10-Q 9 month · filed 2024-04-01 | $7.43M derived: sum of 2 quarters · filed 2024-04-01 | $11.04M derived: sum of 3 quarters · filed 2024-04-01 | $15.70M 10-K · filed 2024-04-01 | |||
| 2022-09-30 | $3.34M 10-Q · filed 2023-11-13 | $6.95M derived: sum of 2 quarters · filed 2023-11-13 | $11.61M 10-Q · filed 2023-11-13 | $15.76M derived: sum of 4 quarters · filed 2023-11-13 | |||
| 2022-06-30 | $3.61M 10-Q · filed 2023-08-11 | $8.27M 10-Q · filed 2023-08-11 | $12.41M derived: sum of 3 quarters · filed 2023-08-11 | $17.39M derived: sum of 4 quarters · filed 2023-08-11 | |||
| 2022-03-31 | $4.66M 10-Q · filed 2023-05-12 | $8.80M derived: sum of 2 quarters · filed 2023-05-12 | $13.78M derived: sum of 3 quarters · filed 2023-05-12 | $17.80M derived: sum of 4 quarters · filed 2023-05-12 | |||
| 2021-12-31 | $4.14M derived: 10-K 12 month − 10-Q 9 month · filed 2023-03-24 | $9.12M derived: sum of 2 quarters · filed 2023-03-24 | $13.14M derived: sum of 3 quarters · filed 2023-03-24 | $17.14M 10-K · filed 2023-03-24 | |||
| 2021-09-30 | $4.97M 10-Q · filed 2022-11-10 | $9.00M derived: sum of 2 quarters · filed 2022-11-10 | $12.99M 10-Q · filed 2022-11-10 | $18.84M derived: sum of 4 quarters · filed 2022-11-10 | |||
| 2021-06-30 | $4.03M 10-Q · filed 2022-08-12 | $8.02M 10-Q · filed 2022-08-12 | $13.86M derived: sum of 3 quarters · filed 2022-08-12 | $18.32M derived: sum of 4 quarters · filed 2022-08-12 | |||
| 2021-03-31 | $3.99M 10-Q · filed 2022-05-13 | $9.84M derived: sum of 2 quarters · filed 2022-05-13 | $14.30M derived: sum of 3 quarters · filed 2022-05-13 | $17.72M derived: sum of 4 quarters · filed 2022-05-13 | |||
| 2020-12-31 | $5.84M derived: 10-K 12 month − 10-Q 9 month · filed 2022-03-25 | $10.30M derived: sum of 2 quarters · filed 2022-03-25 | $13.73M derived: sum of 3 quarters · filed 2022-03-25 | $17.27M 10-K · filed 2022-03-25 | |||
| 2020-09-30 | $4.46M 10-Q · filed 2021-11-12 | $7.88M derived: sum of 2 quarters · filed 2021-11-12 | $11.42M 10-Q · filed 2021-11-12 | $15.57M derived: sum of 4 quarters · filed 2021-11-12 | |||
| 2020-06-30 | $3.42M 10-Q · filed 2021-08-13 | $6.96M 10-Q · filed 2021-08-13 | $11.11M derived: sum of 3 quarters · filed 2021-08-13 | $15.14M derived: sum of 4 quarters · filed 2021-08-13 | |||
| 2020-03-31 | $3.54M 10-Q · filed 2021-05-14 | $7.68M derived: sum of 2 quarters · filed 2021-05-14 | $11.71M derived: sum of 3 quarters · filed 2021-05-14 | $16.30M derived: sum of 4 quarters · filed 2021-05-14 | |||
| 2019-12-31 | $4.14M derived: 10-K 12 month − 10-Q 9 month · filed 2021-03-25 | $8.17M derived: sum of 2 quarters · filed 2021-03-25 | $12.76M derived: sum of 3 quarters · filed 2021-03-25 | $16.19M 10-K · filed 2021-03-25 | |||
| 2019-09-30 | $4.03M 10-Q · filed 2020-11-13 | $8.62M derived: sum of 2 quarters · filed 2020-11-13 | $12.05M 10-Q · filed 2020-11-13 | $15.87M derived: sum of 4 quarters · filed 2020-11-13 | |||
| 2019-06-30 | $4.59M 10-Q · filed 2020-08-11 | $8.02M 10-Q · filed 2020-08-11 | $11.84M derived: sum of 3 quarters · filed 2020-08-11 | $16.23M derived: sum of 4 quarters · filed 2020-08-11 | |||
| 2019-03-31 | $3.43M 10-Q · filed 2020-05-12 | $7.25M derived: sum of 2 quarters · filed 2020-05-12 | $11.64M derived: sum of 3 quarters · filed 2020-05-12 | $16.01M derived: sum of 4 quarters · filed 2020-05-12 | |||
| 2018-12-31 | $3.82M derived: 10-K 12 month − 10-Q 9 month · filed 2020-03-20 | $8.21M derived: sum of 2 quarters · filed 2020-03-20 | $12.58M derived: sum of 3 quarters · filed 2020-03-20 | $16.75M 10-K · filed 2020-03-20 | |||
| 2018-09-30 | $4.39M 10-Q · filed 2019-11-12 | $8.76M derived: sum of 2 quarters · filed 2019-11-12 | $12.93M 10-Q · filed 2019-11-12 | $16.77M derived: sum of 4 quarters · filed 2019-11-12 | |||
| 2018-06-30 | $4.37M 10-Q · filed 2019-08-12 | $8.54M 10-Q · filed 2019-08-12 | $12.38M derived: sum of 3 quarters · filed 2019-08-12 | $16.14M derived: sum of 4 quarters · filed 2019-08-12 | |||
| 2018-03-31 | $4.17M 10-Q · filed 2019-05-14 | $8.01M derived: sum of 2 quarters · filed 2019-05-14 | $11.77M derived: sum of 3 quarters · filed 2019-05-14 | $16.63M derived: sum of 4 quarters · filed 2019-05-14 | |||
| 2017-12-31 | $3.84M derived: 10-K 12 month − 10-Q 9 month · filed 2019-03-26 | $7.60M derived: sum of 2 quarters · filed 2019-03-26 | $12.46M derived: sum of 3 quarters · filed 2019-03-26 | $17.43M 10-K · filed 2019-03-26 | |||
| 2017-09-30 | $3.76M 10-Q · filed 2018-11-09 | $8.62M derived: sum of 2 quarters · filed 2018-11-09 | $13.58M 10-Q · filed 2018-11-09 | $15.83M derived: sum of 4 quarters · filed 2018-11-09 | |||
| 2017-06-30 | $4.86M 10-Q · filed 2018-08-13 | $9.83M 10-Q · filed 2018-08-13 | $12.08M derived: sum of 3 quarters · filed 2018-08-13 | $17.10M derived: sum of 4 quarters · filed 2018-08-13 | |||
| 2017-03-31 | $4.97M 10-Q · filed 2018-05-14 | $7.22M derived: sum of 2 quarters · filed 2018-05-14 | $12.24M derived: sum of 3 quarters · filed 2018-05-14 | $17.81M derived: sum of 4 quarters · filed 2018-05-14 | |||
| 2016-12-31 | $2.25M derived: 10-K 12 month − 10-Q 9 month · filed 2018-03-26 | $7.27M derived: sum of 2 quarters · filed 2018-03-26 | $12.84M derived: sum of 3 quarters · filed 2018-03-26 | $18.66M 10-K · filed 2018-03-26 | |||
| 2016-09-30 | $5.02M 10-Q · filed 2017-11-09 | $10.59M derived: sum of 2 quarters · filed 2017-11-09 | $16.41M 10-Q · filed 2017-11-09 | $21.30M derived: sum of 4 quarters · filed 2017-11-09 | |||
| 2016-06-30 | $5.57M 10-Q · filed 2017-08-10 | $11.38M 10-Q · filed 2017-08-10 | $16.27M derived: sum of 3 quarters · filed 2017-08-10 | $21.76M derived: sum of 4 quarters · filed 2017-08-10 | |||
| 2016-03-31 | $5.82M 10-Q · filed 2017-05-12 | $10.70M derived: sum of 2 quarters · filed 2017-05-12 | $16.19M derived: sum of 3 quarters · filed 2017-05-12 | $21.38M derived: sum of 4 quarters · filed 2017-05-12 | |||
| 2015-12-31 | $4.89M derived: 10-K 12 month − 10-Q 9 month · filed 2017-03-28 | $10.37M derived: sum of 2 quarters · filed 2017-03-28 | $15.57M derived: sum of 3 quarters · filed 2017-03-28 | $20.25M 10-K · filed 2017-03-28 | |||
| 2015-09-30 | $5.48M 10-Q · filed 2016-11-14 | $10.68M derived: sum of 2 quarters · filed 2016-11-14 | $15.36M 10-Q · filed 2016-11-14 | $19.62M derived: sum of 4 quarters · filed 2016-11-14 | |||
| 2015-06-30 | $5.20M 10-Q · filed 2016-08-12 | $9.87M 10-Q · filed 2016-08-12 | $14.14M derived: sum of 3 quarters · filed 2016-08-12 | $18.15M derived: sum of 4 quarters · filed 2016-08-12 | |||
| 2015-03-31 | $4.68M 10-Q · filed 2016-05-12 | $8.94M derived: sum of 2 quarters · filed 2016-05-12 | $12.95M derived: sum of 3 quarters · filed 2016-05-12 | $19.39M derived: sum of 4 quarters · filed 2016-05-12 | |||
| 2014-12-31 | $4.27M derived: 10-K 12 month − 10-Q 9 month · filed 2016-03-25 | $8.27M derived: sum of 2 quarters · filed 2016-03-25 | $14.72M derived: sum of 3 quarters · filed 2016-03-25 | $21.40M 10-K · filed 2016-03-25 | |||
| 2014-09-30 | $4.01M 10-Q · filed 2015-11-12 | $10.45M derived: sum of 2 quarters · filed 2015-11-12 | $17.14M 10-Q · filed 2015-11-12 | $21.78M derived: sum of 4 quarters · filed 2015-11-12 | |||
| 2014-06-30 | $6.45M 10-Q · filed 2015-08-12 | $13.13M 10-Q · filed 2015-08-12 | $17.78M derived: sum of 3 quarters · filed 2015-08-12 | $22.87M derived: sum of 4 quarters · filed 2015-08-12 | |||
| 2014-03-31 | $6.69M 10-Q · filed 2015-05-12 | $11.33M derived: sum of 2 quarters · filed 2015-05-12 | $16.42M derived: sum of 3 quarters · filed 2015-05-12 | $21.53M derived: sum of 4 quarters · filed 2015-05-12 | |||
| 2013-12-31 | $4.65M derived: 10-K 12 month − 10-Q 9 month · filed 2015-03-25 | $9.74M derived: sum of 2 quarters · filed 2015-03-25 | $14.85M derived: sum of 3 quarters · filed 2015-03-25 | $20.70M 10-K · filed 2015-03-25 | |||
| 2013-09-30 | $5.09M 10-Q · filed 2014-11-12 | $10.20M derived: sum of 2 quarters · filed 2014-11-12 | $16.06M 10-Q · filed 2014-11-12 | $19.53M derived: sum of 4 quarters · filed 2014-11-12 | |||
| 2013-06-30 | $5.11M 10-Q · filed 2014-08-12 | $10.96M 10-Q · filed 2014-08-12 | $14.43M derived: sum of 3 quarters · filed 2014-08-12 | $21.00M derived: sum of 4 quarters · filed 2014-08-12 | |||
| 2013-03-31 | $5.86M 10-Q · filed 2014-05-12 | $9.33M derived: sum of 2 quarters · filed 2014-05-12 | $15.90M derived: sum of 3 quarters · filed 2014-05-12 | $21.42M derived: sum of 4 quarters · filed 2014-05-12 | |||
| 2012-12-31 | $3.47M derived: 10-K 12 month − 10-Q 9 month · filed 2014-03-25 | $10.04M derived: sum of 2 quarters · filed 2014-03-25 | $15.57M derived: sum of 3 quarters · filed 2014-03-25 | $21.44M 10-K · filed 2014-03-25 | |||
| 2012-09-30 | $6.57M 10-Q · filed 2013-11-08 | $12.10M derived: sum of 2 quarters · filed 2013-11-08 | $17.97M 10-Q · filed 2013-11-08 | $22.64M derived: sum of 4 quarters · filed 2013-11-08 | |||
| 2012-06-30 | $5.53M 10-Q · filed 2013-08-09 | $11.40M 10-Q · filed 2013-08-09 | $16.07M derived: sum of 3 quarters · filed 2013-08-09 | $22.16M derived: sum of 4 quarters · filed 2013-08-09 | |||
| 2012-03-31 | $5.87M 10-Q · filed 2013-05-10 | $10.54M derived: sum of 2 quarters · filed 2013-05-10 | $16.63M derived: sum of 3 quarters · filed 2013-05-10 | $21.34M derived: sum of 4 quarters · filed 2013-05-10 | |||
| 2011-12-31 | $4.67M derived: 10-K 12 month − 10-Q 9 month · filed 2013-03-28 | $10.76M derived: sum of 2 quarters · filed 2013-03-28 | $15.47M derived: sum of 3 quarters · filed 2013-03-28 | $20.54M 10-K · filed 2013-03-28 | |||
| 2011-09-30 | $6.09M 10-Q · filed 2012-11-09 | $10.79M derived: sum of 2 quarters · filed 2012-11-09 | $15.87M 10-Q · filed 2012-11-09 | $22.20M derived: sum of 4 quarters · filed 2012-11-09 | |||
| 2011-06-30 | $4.70M 10-Q · filed 2012-08-08 | $9.78M 10-Q · filed 2012-08-08 | $16.11M derived: sum of 3 quarters · filed 2012-08-08 | $21.73M derived: sum of 4 quarters · filed 2012-08-08 | |||
| 2011-03-31 | $5.07M 10-Q · filed 2012-05-10 | $11.41M derived: sum of 2 quarters · filed 2012-05-29 | $17.03M derived: sum of 3 quarters · filed 2012-05-29 | $22.90M derived: sum of 4 quarters · filed 2012-05-29 | |||
| 2010-12-31 | $6.33M derived: 10-K/A 12 month − 10-Q 9 month · filed 2012-05-29 | $11.96M derived: sum of 2 quarters · filed 2012-05-29 | $17.82M derived: sum of 3 quarters · filed 2012-05-29 | $23.83M 10-K/A · filed 2012-05-29 | |||
| 2010-09-30 | $5.63M 10-Q · filed 2011-11-14 | $11.49M derived: sum of 2 quarters · filed 2011-11-14 | $17.50M 10-Q · filed 2011-11-14 | ||||
| 2010-06-30 | $5.86M 10-Q/A · filed 2011-09-15 | $11.87M 10-Q/A · filed 2011-09-15 |