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