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% quarter-over-quarter from $300.7 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 $287.0 million in Q1 2026.
- Invested Capital for Q1 2026 came in at $287.0 million, changed 0.02% year-over-year; the trailing twelve-month figure through Mar 2026 was $287.0 million (changed 0.02% YoY), and the FY2025 annual result was $300.7 million, up 268.87% from the prior year.
- Invested Capital slipped to $287.0 million in Q1 2026 per TWFG's latest filing, from $300.7 million in the prior quarter.
- Over five years, Invested Capital peaked at $300.7 million in Q4 2025 and troughed at $33.5 million in Q4 2023.
- A 4-year average of $169.8 million and a median of $117.1 million in 2024 frame the typical range for Invested Capital.
- The sharpest annual moves came in 2025 and 2026: Invested Capital jumped 339.43% in 2025, then fell 0.02% in 2026.
- A 4-year view of Invested Capital shows it stood at $33.5 million in 2023, then soared by 143.45% to $81.5 million in 2024, then soared by 268.87% to $300.7 million in 2025, then fell by 4.56% to $287.0 million in 2026.
- Business Quant data shows TWFG's Invested Capital at $287.0 million in Q1 2026, $300.7 million in Q4 2025, and $290.1 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Marsh & Mclennan Companies | 79.42 Bn | 67.92 Bn | 5.88 Bn | 34.36 Bn |
| 2 | Aon | 69.98 Bn | 68.59 Bn | - | 11.08 Bn |
| 3 | Arthur J. Gallagher | 55.55 Bn | 54.17 Bn | - | 24.42 Bn |
| 4 | Willis Towers Watson | 24.71 Bn | 22.93 Bn | 1.98 Bn | 8.06 Bn |
| 5 | Brown & Brown | 19.80 Bn | 18.82 Bn | 1.61 Bn | 13.85 Bn |
| 6 | XChange TEC.INC | 6.75 Bn | 6.75 Bn | - | -118.43 Mn |
| 7 | Neptune Insurance Holdings | 4.00 Bn | 3.99 Bn | - | -213.36 Mn |
| 8 | Corvel | 2.98 Bn | 2.64 Bn | 54.92 Mn | 375.72 Mn |
| 9 | Accelerant Holdings | 2.93 Bn | 1.42 Bn | 48.00 Mn | 813.30 Mn |
| 10 | Twfg | 308.46 Mn | 380.66 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 |