Twfg (TWFG) Tax Rate (2024 - 2026)
Twfg's Tax Rate was 5.64% in Q2 2026, down 0.81 percentage points from 6.44% a year earlier and down 2.33 percentage points from the prior quarter.
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Analysis
Twfg (TWFG) Tax Rate (2024 - 2026) Analysis & Trends
On a trailing twelve-month basis, Twfg's Tax Rate was 6.96% through Jun 30, 2026, down 1.40 percentage points year-over-year; for FY2025, it came in at 7.42%, up 2.46 percentage points from FY2024.
- In earlier years, Tax Rate was 4.97% in FY2024.
- The Q2 2026 figure marks the lowest quarterly Tax Rate in data going back to Q3 2024.
- Compared with a year earlier, Tax Rate has declined for three straight quarters, with an average year-over-year change of -1.05 percentage points over the last four quarters.
- Per Business Quant data, TWFG's Tax Rate in the three quarters before Q2 2026 was 7.97% (Q1 2026), 5.98% (Q4 2025) and 9.44% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,248.67 Bn | -185.49 Bn | 56.71 Bn | 18.27% |
| 2 | Chubb | 141.22 Bn | 92.15 Bn | 8.67 Bn | 19.58% |
| 3 | Progressive | 134.26 Bn | 109.78 Bn | 8.29 Bn | 21.45% |
| 4 | Marsh & Mclennan Companies | 98.32 Bn | 90.72 Bn | - | 21.39% |
| 5 | Travelers Companies | 82.09 Bn | 59.57 Bn | 5.93 Bn | 19.08% |
| 6 | Manulife Financial | 75.36 Bn | -19.02 Bn | - | - |
| 7 | Arthur J. Gallagher | 72.54 Bn | 67.17 Bn | 3.33 Bn | 21.17% |
| 8 | Aon | 71.33 Bn | 50.56 Bn | - | 20.59% |
| 9 | Allstate | 65.04 Bn | 22.10 Bn | -9.85 Bn | 20.52% |
| 10 | Twfg | 1.47 Bn | 1.25 Bn | 6.54 Mn | 6.26% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 6.26% |
| Jun 30, 2026 | 5.64% |
| Mar 31, 2026 | 7.97% |
| Dec 31, 2025 | 5.98% |
| Sep 30, 2025 | 9.44% |
| Jun 30, 2025 | 6.44% |
| Mar 31, 2025 | 9.32% |
| Dec 31, 2024 | 11.49% |
| Sep 30, 2024 | 5.96% |
API Access
Twfg Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=TWFG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "TWFG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=TWFG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();