TWFG, Inc.

NasdaqGS:TWFG Stock Report

Market Cap: US$1.4b

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
05 Jun 26BuyUS$142,296GHC Woodlands Holdings LLCCompany7,316US$19.45
04 Jun 26BuyUS$638,138GHC Woodlands Holdings LLCCompany33,994US$19.09
02 Jun 26BuyUS$636,570GHC Woodlands Holdings LLCCompany33,000US$19.33
29 May 26BuyUS$421,367GHC Woodlands Holdings LLCCompany22,330US$18.87
27 May 26BuyUS$882,586Griffin Highline Capital LLCCompany46,880US$19.23
21 May 26BuyUS$620,652GHC Woodlands Holdings LLCCompany33,283US$18.79

Insider Trading Volume

Insider Buying: Insufficient data to determine if 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 Companies765,5875.89%
Individual Insiders900,4236.93%
General Public1,164,9378.96%
Institutions10,166,16578.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 76.49% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.73%
Baron Capital Group, Inc.
1,135,099US$121.5m18.9%0.06%
8.2%
Capital Research and Management Company
1,065,732US$114.1m11.2%no data
6.11%
T. Rowe Price Group, Inc.
794,139US$85.0m-62.9%no data
5.89%
GHC Woodlands Holdings LLC
765,587US$82.0m30.2%no data
5.14%
Griffin Highline Capital LLC
668,398US$71.6m13%no data
4.89%
Richard Bunch
635,408US$68.0m-1.99%no data
4.39%
Vanguard Capital Management, LLC
570,537US$61.1m0%no data
4.25%
Giverny Capital Inc.
552,107US$59.1m66.5%0.47%
3.85%
Central Securities Corporation
500,000US$53.5m5.26%0.94%
3.81%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
495,092US$53.0m0%no data
2.56%
Riverbridge Partners, LLC
332,658US$35.6m-39.5%0.22%
2.05%
Marshall Wace LLP
266,828US$28.6m0%0.01%
1.72%
Gilder Gagnon Howe & Co. LLC
223,639US$23.9m-6.24%0.06%
1.66%
Alyeska Investment Group, L.P.
215,778US$23.1m0%0.01%
1.58%
Two Sigma Investments, LP
205,213US$22.0m523%no data
1.44%
BlackRock, Inc.
187,337US$20.1m0%no data
1.4%
Geode Capital Management, LLC
182,092US$19.5m-22.9%no data
1.34%
The Ascent Group, LLC
174,442US$18.7m70.3%0.14%
1.31%
Balyasny Asset Management L.P.
170,182US$18.2m1,620%0.01%
1.3%
Jane Street Group, LLC
169,005US$18.1m0%no data
1.16%
FMR LLC
151,265US$16.2m-85.8%no data
0.99%
Gillson Capital LP
128,665US$13.8m-23.9%0.24%
0.95%
The Goldman Sachs Group, Inc.
122,832US$13.2m130%no data
0.91%
Renaissance Technologies LLC
118,327US$12.7m202%no data
0.86%
Morgan Stanley
111,526US$11.9m208%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/16 21:48
End of Day Share Price 2026/07/16 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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.

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 Github.

Analyst Sources

TWFG, Inc. is covered by 12 analysts. 8 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