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
DateValue
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