Twfg (TWFG) Invested Capital (2023 - 2026)

Twfg (TWFG) reported Invested Capital of $287.0 million for Q1 2026, little changed year-over-year from $287.1 million in Q1 2025, and down 4.56% quarter-over-quarter from $300.7 million in Q4 2025.

Twfg (TWFG) Invested Capital (2023 - 2026) Analysis & Trends

Twfg (TWFG) has 4 years of Invested Capital data on file, last reported at $287.0 million in Q1 2026.

  • Invested Capital for Q1 2026 came in at $287.0 million, changed 0.02% year-over-year; the trailing twelve-month figure through Mar 2026 was $287.0 million (changed 0.02% YoY), and the FY2025 annual result was $300.7 million, up 268.87% from the prior year.
  • Invested Capital slipped to $287.0 million in Q1 2026 per TWFG's latest filing, from $300.7 million in the prior quarter.
  • Over five years, Invested Capital peaked at $300.7 million in Q4 2025 and troughed at $33.5 million in Q4 2023.
  • A 4-year average of $169.8 million and a median of $117.1 million in 2024 frame the typical range for Invested Capital.
  • The sharpest annual moves came in 2025 and 2026: Invested Capital jumped 339.43% in 2025, then fell 0.02% in 2026.
  • A 4-year view of Invested Capital shows it stood at $33.5 million in 2023, then soared by 143.45% to $81.5 million in 2024, then soared by 268.87% to $300.7 million in 2025, then fell by 4.56% to $287.0 million in 2026.
  • Business Quant data shows TWFG's Invested Capital at $287.0 million in Q1 2026, $300.7 million in Q4 2025, and $290.1 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Marsh & Mclennan Companies 79.42 Bn 67.92 Bn 5.88 Bn 34.36 Bn
2 Aon 69.98 Bn 68.59 Bn - 11.08 Bn
3 Arthur J. Gallagher 55.55 Bn 54.17 Bn - 24.42 Bn
4 Willis Towers Watson 24.71 Bn 22.93 Bn 1.98 Bn 8.06 Bn
5 Brown & Brown 19.80 Bn 18.82 Bn 1.61 Bn 13.85 Bn
6 XChange TEC.INC 6.75 Bn 6.75 Bn - -118.43 Mn
7 Neptune Insurance Holdings 4.00 Bn 3.99 Bn - -213.36 Mn
8 Corvel 2.98 Bn 2.64 Bn 54.92 Mn 375.72 Mn
9 Accelerant Holdings 2.93 Bn 1.42 Bn 48.00 Mn 813.30 Mn
10 Twfg 308.46 Mn 380.66 Mn - 287.01 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 287.01 Mn
Dec 31, 2025 300.72 Mn
Sep 30, 2025 290.08 Mn
Jun 30, 2025 285.60 Mn
Mar 31, 2025 287.08 Mn
Dec 31, 2024 81.53 Mn
Sep 30, 2024 78.90 Mn
Jun 30, 2024 117.15 Mn
Mar 31, 2024 65.33 Mn
Dec 31, 2023 33.49 Mn
Jun 30, 2023 41.29 Mn