Growth Metrics

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 🔒
DateValue
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