Twfg (TWFG) Invested Capital (2023 - 2026)
Twfg's (TWFG) quarterly Invested Capital came in at $2.0 million in Q1 2026, up 3.11% year-on-year from $1.9 million in Q1 2025, and up 0.76% on a QoQ basis from $2.0 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 $2.0 million in Q1 2026.
- On a quarterly basis, Invested Capital rose 3.11% year-over-year to $2.0 million in Q1 2026; TTM through Mar 2026 was $7.9 million, a 1.17% increase from a year earlier, with the FY2025 full-year figure at $2.0 million, up 3.14% from the prior year.
- Invested Capital for Q1 2026 stood at $2.0 million, up from $2.0 million in the prior quarter.
- Over the last five years, Invested Capital for TWFG reached as high as $2.4 million in Q4 2023 and fell as low as $1.9 million in Q3 2024.
- Historically, Invested Capital has averaged $2.0 million across 4 years, with a median of $2.0 million in 2025.
- Across the five-year window, Invested Capital dropped 21.54% in 2024 and grew 3.14% in 2025, its largest moves.
- Year by year, Invested Capital stood at $2.4 million in 2023, then decreased by 21.54% to $1.9 million in 2024, then climbed by 3.14% to $2.0 million in 2025, then grew by 0.76% to $2.0 million in 2026.
- Per Business Quant data, the three most recent Invested Capital figures were $2.0 million in Q1 2026, $2.0 million in Q4 2025, and $2.0 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | XChange TEC.INC | 120,003.58 Bn | 120,003.57 Bn | - | 4.94 Mn |
| 2 | Marsh & Mclennan Companies | 88.19 Bn | 75.99 Bn | 6.04 Bn | 1.67 Bn |
| 3 | Aon | 78.86 Bn | 77.45 Bn | - | 1.12 Bn |
| 4 | Arthur J. Gallagher | 65.41 Bn | 64.00 Bn | - | 640.00 Mn |
| 5 | Willis Towers Watson | 28.76 Bn | 26.91 Bn | 1.98 Bn | - |
| 6 | Brown & Brown | 23.35 Bn | 22.35 Bn | 1.61 Bn | 1.24 Bn |
| 7 | Neptune Insurance Holdings | 4.21 Bn | 4.20 Bn | 26.44 Mn | - |
| 8 | Accelerant Holdings | 3.26 Bn | 1.72 Bn | 48.00 Mn | - |
| 9 | Corvel | 3.11 Bn | 2.77 Bn | 54.92 Mn | - |
| 10 | Twfg | 393.98 Mn | 250.33 Mn | - | 1.99 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.99 Mn |
| Dec 31, 2025 | 1.97 Mn |
| Sep 30, 2025 | 1.96 Mn |
| Jun 30, 2025 | 1.94 Mn |
| Mar 31, 2025 | 1.93 Mn |
| Dec 31, 2024 | 1.91 Mn |
| Sep 30, 2024 | 1.90 Mn |
| Jun 30, 2024 | 2.03 Mn |
| Dec 31, 2023 | 2.44 Mn |