Twfg (TWFG) Invested Capital (2023 - 2026)
Twfg (TWFG) posted quarterly Invested Capital of $2.0 million for Q1 2026, up 3.11% year-over-year from $1.9 million in Q1 2025, and up 0.76% quarter-over-quarter from $2.0 million in Q4 2025.
Twfg (TWFG) Invested Capital (2023 - 2026) Analysis & Trends
Twfg (TWFG) has reported Invested Capital for 4 consecutive years, with $2.0 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Invested Capital rose 3.11% year-over-year to $2.0 million; the TTM figure through Mar 2026 stood at $7.9 million (up 1.17% YoY), while the FY2025 annual figure was $2.0 million, up 3.14% from the prior year.
- Invested Capital rose to $2.0 million in Q1 2026 per TWFG's latest filing, from $2.0 million in the prior quarter.
- Across five years, Invested Capital topped out at $2.4 million in Q4 2023 and bottomed at $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.
- Annual changes were most pronounced in 2024 — Invested Capital fell 21.54% — and 2025, when it rose 3.14%.
- Twfg's Invested Capital stood at $2.4 million in 2023, then fell by 21.54% to $1.9 million in 2024, then gained by 3.14% to $2.0 million in 2025, then advanced by 0.76% to $2.0 million in 2026.
- Business Quant data shows TWFG's Invested Capital at $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 | 265.99 Bn | 265.99 Bn | - | 4.92 Mn |
| 2 | Marsh & Mclennan Companies | 92.14 Bn | 79.94 Bn | 6.04 Bn | 1.67 Bn |
| 3 | Aon | 75.64 Bn | 74.37 Bn | - | 2.02 Bn |
| 4 | Arthur J. Gallagher | 67.55 Bn | 66.16 Bn | - | 1.52 Bn |
| 5 | Willis Towers Watson | 32.13 Bn | 30.47 Bn | 2.09 Bn | 749.00 Mn |
| 6 | Brown & Brown | 23.98 Bn | 23.06 Bn | 1.41 Bn | 413.00 Mn |
| 7 | Erie Indemnity | 12.29 Bn | 11.94 Bn | - | - |
| 8 | Neptune Insurance Holdings | 4.61 Bn | 4.59 Bn | - | - |
| 9 | Accelerant Holdings | 4.28 Bn | 2.62 Bn | 285.20 Mn | - |
| 10 | Twfg | 378.68 Mn | 285.93 Mn | - | 2.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 2.00 Mn |
| 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 |