Twfg (TWFG) Short-term Investments (2023 - 2026)
Twfg (TWFG) reported 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% on a QoQ basis from $12.0 million in Q4 2025.
Twfg (TWFG) has 4 years of Short-term Investments data on file, last reported at $18.8 million in Q1 2026.
- Quarterly Short-term Investments rose 58.62% year-over-year to $18.8 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $18.8 million (up 58.62% YoY) and the FY2025 annual result came in at $12.0 million, up 25.37% from the prior year.
- Short-term Investments rose 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.
- The 4-year median for Short-term Investments is $11.2 million (2025), against an average of $11.4 million.
- The widest annual swing landed in 2025, when Short-term Investments gained 3.87%; it then soared 58.62% in 2026.
- Tracing TWFG's Short-term Investments over 4 years: stood at $7.2 million in 2023, then surged by 33.19% to $9.6 million in 2024, then increased by 25.37% to $12.0 million in 2025, then soared by 57.02% to $18.8 million in 2026.
- Per Business Quant, the three latest TWFG Short-term Investments figures stand at $18.8 million (Q1 2026), $12.0 million (Q4 2025), and $11.6 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Aon | 69.60 Bn | 68.21 Bn | - |
| 2 | Arthur J. Gallagher | 52.64 Bn | 51.26 Bn | - |
| 3 | Willis Towers Watson | 24.45 Bn | 22.68 Bn | 1.98 Bn |
| 4 | Brown & Brown | 19.37 Bn | 18.39 Bn | 1.61 Bn |
| 5 | XChange TEC.INC | 6.95 Bn | 6.95 Bn | - |
| 6 | Accelerant Holdings | 3.83 Bn | 2.32 Bn | 48.00 Mn |
| 7 | Corvel | 3.22 Bn | 2.87 Bn | 54.92 Mn |
| 8 | Baldwin Insurance | 1.84 Bn | 2.28 Bn | - |
| 9 | Goosehead Insurance | 1.01 Bn | 899.53 Mn | - |
| 10 | Twfg | 279.02 Mn | 351.22 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |