Twfg (TWFG) Interest & Investment Income (2024 - 2026)
Twfg (TWFG) posted quarterly Interest & Investment Income of $1.2 million for Q1 2026, down 34.84% year-over-year from $1.9 million in Q1 2025, and down 14.45% quarter-over-quarter from $1.4 million in Q4 2025.
Twfg (TWFG) Interest & Investment Income (2024 - 2026) Analysis & Trends
Twfg (TWFG) has reported Interest & Investment Income for 3 consecutive years, with $1.2 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Interest & Investment Income fell 34.84% year-over-year to $1.2 million; the TTM figure through Mar 2026 stood at $6.0 million (down 1.83% YoY), while the FY2025 annual figure was $6.6 million, up 50.98% from the prior year.
- Interest & Investment Income eased to $1.2 million in Q1 2026 per TWFG's latest filing, from $1.4 million in the prior quarter.
- Across five years, Interest & Investment Income topped out at $2.2 million in Q4 2024 and bottomed at $170000.0 in Q1 2024.
- Historically, Interest & Investment Income has averaged $1.4 million across 3 years, with a median of $1.6 million in 2025.
- Annual changes were most pronounced in 2025 — Interest & Investment Income soared 995.88% — and 2026, when it sank 34.84%.
- Twfg's Interest & Investment Income stood at $2.2 million in 2024, then slumped by 34.73% to $1.4 million in 2025, then slipped by 14.45% to $1.2 million in 2026.
- Business Quant data shows TWFG's Interest & Investment Income at $1.2 million in Q1 2026, $1.4 million in Q4 2025, and $1.6 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | XChange TEC.INC | 265.99 Bn | 265.99 Bn | - | - |
| 2 | Marsh & Mclennan Companies | 92.14 Bn | 79.94 Bn | 6.04 Bn | 8.00 Mn |
| 3 | Aon | 75.64 Bn | 74.37 Bn | - | 5.00 Mn |
| 4 | Arthur J. Gallagher | 67.55 Bn | 66.16 Bn | - | - |
| 5 | Willis Towers Watson | 32.13 Bn | 30.47 Bn | 2.09 Bn | 38.00 Mn |
| 6 | Brown & Brown | 23.98 Bn | 23.06 Bn | 1.41 Bn | 22.00 Mn |
| 7 | Erie Indemnity | 12.29 Bn | 11.94 Bn | - | 22.55 Mn |
| 8 | Neptune Insurance Holdings | 4.61 Bn | 4.59 Bn | - | 262,000.00 |
| 9 | Accelerant Holdings | 4.28 Bn | 2.62 Bn | 285.20 Mn | - |
| 10 | Twfg | 378.68 Mn | 285.93 Mn | - | 759,000.00 |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 759,000.00 |
| Mar 31, 2026 | 1.21 Mn |
| Dec 31, 2025 | 1.42 Mn |
| Sep 30, 2025 | 1.57 Mn |
| Jun 30, 2025 | 1.75 Mn |
| Mar 31, 2025 | 1.86 Mn |
| Dec 31, 2024 | 2.17 Mn |
| Sep 30, 2024 | 1.78 Mn |
| Jun 30, 2024 | 255,000.00 |
| Mar 31, 2024 | 170,000.00 |