Twfg (TWFG) Tax Rate (2024 - 2026)

Twfg's (TWFG) quarterly Tax Rate came in at 7.74% in Q1 2026, down 100.0% year-on-year from inf% in Q1 2025, and up 32.18% on a QoQ basis from 5.86% in Q4 2025.

Twfg (TWFG) Tax Rate (2024 - 2026) Analysis & Trends

Twfg (TWFG) has 3 years of Tax Rate data on file, last reported at 7.74% in Q1 2026.

  • On a quarterly basis, Tax Rate fell 100.0% year-over-year to 7.74% in Q1 2026; TTM through Mar 2026 was 7.23%, a 29.0% increase from a year earlier, with the FY2025 full-year figure at 7.38%, up 241.0% from the prior year.
  • Tax Rate for Q1 2026 stood at 7.74%, up from 5.86% in the prior quarter.
  • Over the last five years, Tax Rate for TWFG reached as high as 11.49% in Q4 2024 and fell as low as 5.86% in Q4 2025.
  • Historically, Tax Rate has averaged 7.95% across 3 years, with a median of 7.74% in 2026.
  • On a YoY basis, Tax Rate climbed as much as 347 bps in 2025 and fell as far as 563 bps in 2025.
  • Year by year, Tax Rate stood at 11.49% in 2024, then plunged by 49 bps to 5.86% in 2025, then surged by 32 bps to 7.74% in 2026.
  • Per Business Quant data, the three most recent Tax Rate figures were 7.74% in Q1 2026, 5.86% in Q4 2025, and 9.44% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Marsh & Mclennan Companies 84.27 Bn 72.32 Bn 6.04 Bn 24.15%
2 Aon 75.99 Bn 74.60 Bn - 20.22%
3 Arthur J. Gallagher 62.23 Bn 60.85 Bn - 21.09%
4 Willis Towers Watson 27.24 Bn 25.46 Bn 1.98 Bn 18.62%
5 Brown & Brown 23.60 Bn 22.62 Bn 1.61 Bn 19.89%
6 Neptune Insurance Holdings 4.12 Bn 4.11 Bn 26.44 Mn 27.06%
7 Accelerant Holdings 3.06 Bn 1.55 Bn 48.00 Mn 305.00%
8 Corvel 3.03 Bn 2.68 Bn 54.92 Mn 25.00%
9 Baldwin Insurance 2.43 Bn 2.87 Bn - 98.69%
10 Twfg 382.73 Mn 454.93 Mn - 7.74%

Historic Data

Download Data
DateValue
Mar 31, 2026 7.74%
Mar 31, 2026 7.74%
Mar 31, 2026 7.74%
Dec 31, 2025 5.86%
Dec 31, 2025 5.86%
Dec 31, 2025 5.86%
Sep 30, 2025 9.44%
Sep 30, 2025 9.44%
Sep 30, 2025 9.44%
Jun 30, 2025 6.44%
Jun 30, 2025 6.44%
Jun 30, 2025 6.44%
Mar 31, 2025 8.74%
Mar 31, 2025 8.74%
Mar 31, 2025 8.74%
Dec 31, 2024 11.49%
Dec 31, 2024 11.49%
Dec 31, 2024 11.49%
Sep 30, 2024 5.96%
Sep 30, 2024 5.96%