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

Twfg (TWFG) Short-term Investments (2023 - 2026)

Twfg (TWFG) posted quarterly Short-term Investments of $18.8 million for Q1 2026, up 58.62% year-over-year from $11.9 million in Q1 2025, and up 57.02% quarter-over-quarter from $12.0 million in Q4 2025.

Twfg (TWFG) Short-term Investments (2023 - 2026) Analysis & Trends

Twfg (TWFG) has reported Short-term Investments for 4 consecutive years, with $18.8 million the latest figure, recorded in Q1 2026.

  • In Q1 2026, Short-term Investments rose 58.62% year-over-year to $18.8 million; the TTM figure through Mar 2026 stood at $18.8 million (up 58.62% YoY), while the FY2025 annual figure was $12.0 million, up 25.37% from the prior year.
  • Short-term Investments advanced to $18.8 million in Q1 2026 per TWFG's latest filing, from $12.0 million in the prior quarter.
  • Across five years, Short-term Investments topped out at $18.8 million in Q1 2026 and bottomed at $7.2 million in Q4 2023.
  • Historically, Short-term Investments has averaged $11.4 million across 4 years, with a median of $11.2 million in 2025.
  • Annual changes were most pronounced in 2025 — Short-term Investments climbed 3.87% — and 2026, when it surged 58.62%.
  • Twfg's Short-term Investments stood at $7.2 million in 2023, then surged by 33.19% to $9.6 million in 2024, then advanced by 25.37% to $12.0 million in 2025, then soared by 57.02% to $18.8 million in 2026.
  • Business Quant data shows TWFG's Short-term Investments at $18.8 million in Q1 2026, $12.0 million in Q4 2025, and $11.6 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 XChange TEC.INC 265.99 Bn 265.99 Bn -
2 Marsh & Mclennan Companies 92.14 Bn 79.94 Bn 6.04 Bn
3 Aon 75.64 Bn 74.37 Bn -
4 Arthur J. Gallagher 67.55 Bn 66.16 Bn -
5 Willis Towers Watson 32.13 Bn 30.47 Bn 2.09 Bn
6 Brown & Brown 23.98 Bn 23.06 Bn 1.41 Bn
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 -

Historic Data

Download Data
DateValue
Jun 30, 2026 19.01 Mn
Mar 31, 2026 18.80 Mn
Dec 31, 2025 11.97 Mn
Sep 30, 2025 11.56 Mn
Jun 30, 2025 11.17 Mn
Mar 31, 2025 11.85 Mn
Dec 31, 2024 9.55 Mn
Sep 30, 2024 9.71 Mn
Jun 30, 2024 10.76 Mn
Dec 31, 2023 7.17 Mn