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 | 1,083.21 Bn | -334.26 Bn | 55.86 Bn | 19.62% |
| 2 | Chubb | 127.58 Bn | 79.64 Bn | 9.13 Bn | 20.47% |
| 3 | Progressive | 122.25 Bn | 98.08 Bn | 9.04 Bn | 21.34% |
| 4 | Marsh & Mclennan Companies | 81.29 Bn | 73.03 Bn | - | 24.15% |
| 5 | Travelers Companies | 75.19 Bn | 51.44 Bn | 6.23 Bn | 20.20% |
| 6 | Manulife Financial | 73.16 Bn | 74.37 Bn | - | - |
| 7 | Metlife | 60.22 Bn | -46.26 Bn | 7.82 Bn | 24.73% |
| 8 | Arthur J. Gallagher | 57.98 Bn | 52.41 Bn | - | 21.74% |
| 9 | Aon | 57.16 Bn | 50.40 Bn | - | 21.96% |
| 10 | Twfg | 1.33 Bn | 1.04 Bn | - | 5.64% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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();