Twfg (TWFG) Invested Capital (2023 - 2026)
Twfg's Invested Capital came in at $266.86 million for Q2 2026, down 6.4% from $285.01 million a year earlier and down 7.5% from the prior quarter.
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Analysis
Twfg (TWFG) Invested Capital (2023 - 2026) Analysis & Trends
For FY2025, Twfg's Invested Capital was $302.76 million, up 6.9% from FY2024.
- Going back by year, Invested Capital was $283.12 million in FY2024 (+247.6%) and $81.44 million in FY2023.
- The Q2 2026 figure represents the lowest quarterly Invested Capital since Q2 2024.
- Year-over-year, Invested Capital increased in five of the last six quarters, with growth averaging 66.4%.
- Business Quant data shows TWFG's Invested Capital at $288.55 million (Q1 2026), $302.76 million (Q4 2025) and $289.48 million (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,073.91 Bn | -343.57 Bn | 55.86 Bn | - |
| 2 | Chubb | 125.44 Bn | 77.50 Bn | 9.13 Bn | 81.94 Bn |
| 3 | Progressive | 120.54 Bn | 96.37 Bn | 9.04 Bn | - |
| 4 | Marsh & Mclennan Companies | 81.59 Bn | 73.34 Bn | - | 35.99 Bn |
| 5 | Travelers Companies | 74.40 Bn | 50.64 Bn | 6.23 Bn | - |
| 6 | Manulife Financial | 72.53 Bn | 73.74 Bn | - | 44.43 Bn |
| 7 | Metlife | 60.06 Bn | -46.42 Bn | 7.82 Bn | 33.35 Bn |
| 8 | Aon | 58.71 Bn | 51.95 Bn | - | 24.65 Bn |
| 9 | Arthur J. Gallagher | 58.49 Bn | 52.93 Bn | - | 37.22 Bn |
| 10 | Twfg | 1.30 Bn | 1.01 Bn | - | 266.86 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 266.86 Mn |
| Mar 31, 2026 | 288.55 Mn |
| Dec 31, 2025 | 302.76 Mn |
| Sep 30, 2025 | 289.48 Mn |
| Jun 30, 2025 | 285.01 Mn |
| Mar 31, 2025 | 286.48 Mn |
| Dec 31, 2024 | 283.12 Mn |
| Sep 30, 2024 | 275.45 Mn |
| Jun 30, 2024 | 116.56 Mn |
| Dec 31, 2023 | 81.44 Mn |
API Access
Twfg Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=TWFG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "TWFG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=TWFG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();