Twfg TWFG
NASDAQ TWFG
$28.96 +0.52 (+1.83%)
At close: Aug 21, 2026 · 4:00 PM EDT

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
DateValue
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