TWFG, Inc.

NasdaqGS:TWFG Stock Report

Market Cap: US$1.6b

TWFG Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:TWFG Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
26 Nov 24BuyUS$31,854Julie BenesIndividual950US$33.53
19 Jul 24BuyUS$9,999,995GHC Woodlands Holdings LLCCompany588,235US$17.00
19 Jul 24BuyUS$272,000Robin FerraconeIndividual16,000US$17.00
19 Jul 24BuyUS$42,500Janet WongIndividual2,500US$17.00
19 Jul 24BuyUS$51,000Janice ZwinggiIndividual3,000US$17.00
19 Jul 24BuyUS$17,000Julie BenesIndividual1,000US$17.00
19 Jul 24BuyUS$106,250Katherine NolanIndividual6,250US$17.00
19 Jul 24BuyUS$3,152,242Richard BunchIndividual185,426US$17.00
19 Jul 24BuyUS$298,350Michelle BunchIndividual17,550US$17.00
19 Jul 24BuyUS$19,448Charles BunchIndividual1,144US$17.00

Insider Trading Volume

Insider Buying: TWFG insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of TWFG?
Owner TypeNumber of SharesOwnership Percentage
Private Companies588,2353.97%
Individual Insiders970,2066.55%
General Public1,090,1167.36%
Institutions12,163,31782.1%

Dilution of Shares: TWFG only recently listed within the past 12 months

Top Shareholders

Top 25 shareholders own 82.33% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14%
T. Rowe Price Group, Inc.
2,073,642US$229.1m0%0.01%
8.7%
FMR LLC
1,288,416US$142.3m0%no data
6.35%
AllianceBernstein L.P.
940,116US$103.9m0%0.01%
5.39%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
798,220US$88.2m0%0.01%
4.92%
Baron Capital Group, Inc.
728,748US$80.5m0%0.05%
4.54%
Capital Research and Management Company
671,838US$74.2m0%no data
4.48%
Richard Bunch
662,993US$73.2m0%no data
3.97%
GHC Woodlands Holdings LLC
588,235US$65.0m0%no data
3.95%
The Vanguard Group, Inc.
584,517US$64.6m0%no data
3.81%
American Century Investment Management Inc
564,945US$62.4m0%0.01%
2.6%
Driehaus Capital Management LLC
385,251US$42.6m0%0.07%
2.43%
Citadel Advisors LLC
359,800US$39.8m0%0.01%
2.3%
Goldman Sachs Asset Management, L.P.
340,378US$37.6m0%no data
2.02%
Lord, Abbett & Co. LLC
299,473US$33.1m0%0.03%
1.9%
Alyeska Investment Group, L.P.
280,885US$31.0m0%0.04%
1.67%
Gilder Gagnon Howe & Co. LLC
246,974US$27.3m0%0.08%
1.31%
Balyasny Asset Management L.P.
194,070US$21.4m0%0.01%
1.23%
BlackRock, Inc.
182,666US$20.2m0%no data
1.15%
Lighthouse Investment Partners, LLC
170,849US$18.9m0%0.27%
1.05%
Gillson Capital LP
156,151US$17.3m0%0.41%
1.02%
Zimmer Partners, LP
151,500US$16.7m0%0.08%
1.01%
Healthcare of Ontario Pension Plan
150,000US$16.6m0%0.01%
0.92%
Geode Capital Management, LLC
136,323US$15.1m0%no data
0.81%
Ghisallo Capital Management LLC
120,000US$13.3m0%0.2%
0.81%
Alberta Investment Management Corporation
119,247US$13.2m0%0.03%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 10:19
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

TWFG, Inc. is covered by 9 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael ZaremskiBMO Capital Markets Equity Research
null nullBMO Capital Markets Equity Research
Jamminder BhullarJ.P. Morgan