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| Date | Value |
|---|---|
| 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 |