Twfg (TWFG) Interest & Investment Income (2024 - 2026)

Twfg (TWFG) reported 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 3 years of Interest & Investment Income data on file, last reported at $1.2 million in Q1 2026.

  • Interest & Investment Income for Q1 2026 came in at $1.2 million, down 34.84% year-over-year; the trailing twelve-month figure through Mar 2026 was $6.0 million (down 1.83% YoY), and the FY2025 annual result was $6.6 million, up 50.98% from the prior year.
  • Interest & Investment Income fell to $1.2 million in Q1 2026 per TWFG's latest filing, from $1.4 million in the prior quarter.
  • Over five years, Interest & Investment Income peaked at $2.2 million in Q4 2024 and troughed at $170000.0 in Q1 2024.
  • A 3-year average of $1.4 million and a median of $1.6 million in 2025 frame the typical range for Interest & Investment Income.
  • The sharpest annual moves came in 2025 and 2026: Interest & Investment Income soared 995.88% in 2025, then sank 34.84% in 2026.
  • A 3-year view of Interest & Investment Income shows it stood at $2.2 million in 2024, then sank by 34.73% to $1.4 million in 2025, then decreased 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 Marsh & Mclennan Companies 79.42 Bn 67.92 Bn 5.88 Bn 11.00 Mn
2 Aon 69.98 Bn 68.59 Bn - 12.00 Mn
3 Arthur J. Gallagher 55.55 Bn 54.17 Bn - -
4 Willis Towers Watson 24.71 Bn 22.93 Bn 1.98 Bn 49.00 Mn
5 Brown & Brown 19.80 Bn 18.82 Bn 1.61 Bn 18.00 Mn
6 XChange TEC.INC 6.75 Bn 6.75 Bn - -
7 Neptune Insurance Holdings 4.00 Bn 3.99 Bn - 165,000.00
8 Corvel 2.98 Bn 2.64 Bn 54.92 Mn -
9 Accelerant Holdings 2.93 Bn 1.42 Bn 48.00 Mn -
10 Twfg 308.46 Mn 380.66 Mn - 1.21 Mn

Historic Data

Download Data
DateValue
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