Twfg Inc (TWFG) Return on Investment ROI from the second quarter of 2026 to second quarter of 2025 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
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Twfg Inc   (NASDAQ: TWFG)
    Sector • Financial    Industry • Insurance Brokerage
   Industry • Insurance Brokerage
   Sector • Financial


Twfg Inc's ROI from its second quarter of 2026 to the second quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Twfg Inc's ROI in the second quarter of 2026?
Twfg Inc achieved a return on average invested assets (ROI) of 14.46 % in its second quarter of 2026, this is above TWFG's average return on investment of 11.68%.
Twfg Inc invested over the 12 months ending in its second quarter of 2026 $385 million

ROI has improved compared to 14.33% in the first quarter of 2026, due to net income growth.

Within the Financial sector 50 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2026 from 468 to 540.

Definition and Formula of Return on Investment


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Return On Investment (Jun 30 2026)
II. Quarter		 (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter		 (Jun 30 2025)
II. Quarter
Y / Y Investment Change TTM -13.67 % -19.86 % 15.09 % 100.94 % 423.41 %
Y / Y Net Income Change TTM 80.09 % 116.42 % 173.62 % 387.81 % -
Investment (TTM) in Millions 532 340 345 322 316
Return On Investment (TTM) 14.46 % 14.33 % 11.03 % 8.24 % 6.93 %
TWFG's Overall Ranking # 540 # 468 # 533 # 569 # 673
Seq. Investment Change TTM 16.36 % -11.4 % -8.56 % -8.41 % 8.01 %
Seq. Net Income Change TTM 17.41 % 15.12 % 22.43 % 8.83 % 41.1 %
Net Income (TTM) in Millions 56 47 41 34 31

TWFG Company Profile >> Back to TWFG Roi Comparisons >> See Annual TWFG Return On Investment



Return On Investment TWFG's Ranking
Within: No.
Industry # 3
Sector # 51
Overall # 540

Return On Investment Statistics
High Average Low
23.49 %
11.68 %
6.89 %
(Jun 30 2024)   (Jun 30 2025)







Financial Statements
Twfg Inc's II. Quarter Investments $ 532 Millions TWFG's Balance sheet
Twfg Inc's II. Quarter Income $ 17 Millions Quarterly TWFG's Income Statement
TWFG's Income by Division See TWFG's Income by Division


TWFG Annual Return On Investment (Dec 31 2025)
2025		 (Dec 31 2024)
2024


Total Investments in Millions 319 481 0 0 0
Y / Y Investment Growth -33.71 % - - - -
Net Income in Millions 41 29 0 0 0
Y / Y Net Income Growth 43.98 % - - - -
Annual Return On Investment 12.92 % 5.95 % - - -


Annual Roi Comment
In the fiscal year 2025 ROI improved to 12.92 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Insurance Brokerage Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
TWFG's Roi Ratio versus Insurance Brokerage Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for TWFG's Competitors
Subscribers only: Roi for Twfg Inc's Suppliers
Subscribers only: Return On Investment for TWFG's Customers

Other Ratios
TWFG's Roa TWFG's Inventory Turnover Ratio TWFG's Growth Rates TWFG's Dividend Statistics
TWFG's Profitability Ratios TWFG's Asset Turnover Ratio TWFG's Dividend Growth
TWFG's Roe TWFG's Valuation Ratios TWFG's Financial Strength Ratios TWFG's Dividend Payout Ratio



Companies with similar Return On Investment at Jun 30 2026, within Financial Sector ROI
Abrdn Silver Etf Trust  38.14 %
Suro Capital Corp   34.86 %
Site Centers Corp   31.22 %
Corvel Corporation  29.42 %
Oscar Health Inc   27.79 %
Sei Investments Company  27.54 %
Lendingtree inc   24.24 %
Artisan Partners Asset Management Inc   23.45 %
Erie Indemnity Company  23.09 %
Gigcapital7 Corp   22.40 %
Moody s Corporation  21.89 %
Evercore Inc   21.62 %
Invesco Db Oil Fund  21.16 %
Brookfield Asset Management Ltd   21.04 %
Cohen and Steers Inc   21.03 %
Gcm Grosvenor Inc   21.03 %
Slide Insurance Holdings Inc   20.95 %
Oppfi Inc   20.81 %
Goosehead Insurance Inc   20.16 %
Hamilton Lane Incorporated  19.50 %
Moelis and Co  18.88 %
Graniteshares Gold Trust  18.57 %
Hamilton Insurance Group Ltd   18.36 %
Mntn Inc   18.07 %
Cboe Global Markets Inc   18.06 %
Spdr Gold Trust  17.35 %
Medalist Diversified inc   16.76 %
Abrdn Precious Metals Basket Etf Trust  16.58 %
Abrdn Gold Etf Trust  16.57 %
Allstate Corp  16.50 %

Date modified: 2026-09-26T07:43:07+00:00



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