Growth Metrics

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% on a QoQ basis from $300.7 million in Q4 2025.

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

  • Quarterly Invested Capital changed 0.02% year-over-year to $287.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $287.0 million (changed 0.02% YoY) and the FY2025 annual result came in at $300.7 million, up 268.87% from the prior year.
  • Invested Capital eased to $287.0 million in Q1 2026 per TWFG's latest filing, from $300.7 million in the prior quarter.
  • Across five years, Invested Capital topped out at $300.7 million in Q4 2025 and bottomed at $33.5 million in Q4 2023.
  • The 4-year median for Invested Capital is $117.1 million (2024), against an average of $169.8 million.
  • The widest annual swing landed in 2025, when Invested Capital surged 339.43%; it then dropped 0.02% in 2026.
  • Tracing TWFG's Invested Capital over 4 years: stood at $33.5 million in 2023, then jumped by 143.45% to $81.5 million in 2024, then jumped by 268.87% to $300.7 million in 2025, then dropped by 4.56% to $287.0 million in 2026.
  • Per Business Quant, the three latest TWFG Invested Capital figures stand at $287.0 million (Q1 2026), $300.7 million (Q4 2025), and $290.1 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Aon 69.60 Bn 68.21 Bn - 11.08 Bn
2 Arthur J. Gallagher 52.64 Bn 51.26 Bn - 24.42 Bn
3 Willis Towers Watson 24.45 Bn 22.68 Bn 1.98 Bn 8.06 Bn
4 Brown & Brown 19.37 Bn 18.39 Bn 1.61 Bn 13.85 Bn
5 XChange TEC.INC 6.95 Bn 6.95 Bn - -118.43 Mn
6 Accelerant Holdings 3.83 Bn 2.32 Bn 48.00 Mn 813.30 Mn
7 Corvel 3.22 Bn 2.87 Bn 54.92 Mn 375.72 Mn
8 Baldwin Insurance 1.84 Bn 2.28 Bn - 1.08 Bn
9 Goosehead Insurance 1.01 Bn 899.53 Mn - -118.28 Mn
10 Twfg 279.02 Mn 351.22 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