TWFG
TWFG, Inc. Class A Common StockNASDAQ
Financial Services • Insurance Brokers
Updated 1 day ago
Coverage limited
$24.26-0.61%
Close Oct 13, 2026
- Market cap
- —
- 1 month
- -13.8%
- 3 months
- -5.6%
- 1 year
- -9.5%
- 52-week range
- $17.04$31.15
- Dividend
- No dividends on record
- Next-quarter EPS estimate
- $0.26Quarter to Sep 30, 2026 · 8 analysts · revenue $79.16M
- Short interest
- 7.5% of float834.7K shares · settled Sep 30, 2026 · +14.0% since Sep 15, 2026 · FINRA
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $284.63M
- Net income
- $8.8M
- Free cash flow
- —
- Book value
- $46.15M
- Total debt
- —
- P/E
- —
- Price / sales
- —
- Price / book
- —
- FCF yield
- —
- Net margin
- +3.1%
EODHD (TTM) · as of Oct 13, 2026
End-of-day close from stored market data, not a live quote.
Portfolio context
Sign in to see your position size
We’ll show you if TWFG is in your portfolio and how much it contributes.
Sign inMarket context
Loading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
Smart money context
Holder IQ: LOW
10 top institutions tracked
as of 2026-Q2 (filed 2026-09-23)
Insider context
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
Largest 13-F holders · Q2 2026
82 filers reported a long position in TWFG for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| BAMCO INC /NY/ | $27.3M | 1.1M | 0% |
| FRANKLIN RESOURCES INC | $18.8M | 781.9K | +7,719.1% |
| T. Rowe Price Investment Management, Inc. | $18.1M | 753.7K | -64.1% |
| Giverny Capital Inc. | $15.7M | 652.5K | +18.2% |
| CENTRAL SECURITIES CORP | $12M | 500K | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.8M | 489.2K | -14.2% |
| MARSHALL WACE, LLP | $9.8M | 408.7K | +53.2% |
| TWO SIGMA INVESTMENTS, LP | $9M | 372.4K | +81.5% |
| JANE STREET GROUP, LLC | $8.5M | 353.2K | +109% |
| RIVERBRIDGE PARTNERS LLC | $8M | 332.7K | -39.5% |
Get the Full Analysis for TWFG
Unlock detailed insider transactions, institutional holder changes, factor exposures, and personalized alerts. Start free with your own portfolio.