Sectors
TWFG
TWFG, Inc.
28.69
1 x 20.77
1 x 37.17
bid
ask
-
1.32
4.40%
02:08 PM
timesize
| Ytd | -0.28% | |
| 1y | 8.51% |
28.42
day range
30.00
16.56
52 week range
31.30
| Open | 30.00 | Prev Close | 30.01 | Low | 28.42 | High | 30.00 | Mkt Cap | 369.09M |
| Vol | 73.50K | Avg Vol | 182.39K | EPS | 0.60 | P/E | 47.76 | Forward P/E | 25.02 |
| Beta | 0.16 | Short Ratio | 4.19 | Inst. Own | 71.78% | Dividend | N/A | Div Yield | N/A |
| Ex Div Date | N/A | Earning | 11-11 | 50-d Avg | 26.46 | 200-d Avg | 23.49 | 1yr Est | 30.14 |
Earning
| Date | For | Estimate | Reported | Surprise | surprise % |
|---|---|---|---|---|---|
| 2026-11-11 | 2026-09 | 0.24 | N/A | N/A | N/A |
| 2026-08-05 | 2026-06 | 0.26 | 0.38 | 0.12 | 47.92% |
| 2026-05-07 | 2026-03 | 0.2 | 0.29 | 0.09 | 45.00% |
| 2026-02-25 | 2025-12 | 0.18 | 0.3 | 0.12 | 66.67% |
| 2025-11-12 | 2025-09 | 0.19 | 0.23 | 0.04 | 21.05% |
| 2025-08-12 | 2025-06 | 0.18 | 0.2 | 0.02 | 11.11% |
Upgrade / Downgrade
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| 2026-08-19 | JP Morgan | Upgrade | Neutral | Neutral |
| 2026-08-19 | Morgan Stanley | Upgrade | Equal-Weight | Overweight |
| 2026-08-12 | Keefe, Bruyette & Woods | Upgrade | Market Perform | Market Perform |
| 2026-08-10 | UBS | Upgrade | Buy | Buy |
| 2026-08-07 | RBC Capital | Upgrade | Outperform | Outperform |
| 2026-07-15 | Piper Sandler | Upgrade | Overweight | Overweight |
Profile
TWFG, Inc. operates an independent distribution platform for personal and commercial insurance products in the United States. The company offers auto, home, renters, life, health, motorcycle, umbrella, boat, recreational vehicle, flood, wind, event, luxury item, general liability, property, business auto, workers' compensation, business owner policy, and professional liability insurance products, as well as commercial bonds and group benefits. TWFG, Inc. was founded in 2001 and is based in The Woodlands, Texas.
Insider Holder
| Date | Name | Relation | Quantity | Description |
|---|---|---|---|---|
| 2026-03-30 | ANDERSON JONATHAN JAMES | Director | 10.12K | Stock Award(Grant) |
| 2026-03-30 | BENES JULIE E. | General Counsel | 43.63K | Stock Award(Grant) |
| 2026-03-30 | BUNCH CHARLES ALEXANDER | Officer | 42.76K | Stock Award(Grant) |
| 2026-03-30 | BUNCH MICHELLE CAROLINE | Director | 0.00 | Stock Award(Grant) |
| 2026-03-30 | BUNCH RICHARD F. III | Chief Executive Officer | 0.00 | Stock Award(Grant) |
| 2026-06-04 | DOAK J MICHAEL | Director | 0.00 | Purchase |
Institution Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2026-06-29 | BAMCO Inc. | 1.14M | 32.87M | 8.81% |
| 2026-06-29 | Franklin Resources, Inc. | 781.91K | 22.64M | 6.07% |
| 2026-06-29 | T. Rowe Price Investment Management, Inc. | 753.68K | 21.83M | 5.85% |
| 2026-06-29 | Giverny Capital Inc. | 652.45K | 18.90M | 5.07% |
| 2026-06-29 | CENTRAL SECURITIES CORP | 500.00K | 14.48M | 3.88% |
| 2026-06-29 | Vanguard Capital Management LLC | 489.24K | 14.17M | 3.80% |
Fund Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2026-03-30 | SmallCap World Fund Inc | 1.07M | 30.86M | 8.27% |
| 2026-03-30 | BARON INVESTMENT Fd.S TRT -BARON DISCOVERY Fd. | 935.00K | 27.08M | 7.26% |
| 2026-03-30 | T. Rowe Price Small-Cap Stock Fund, Inc. | 531.50K | 15.39M | 4.13% |
| 2026-03-30 | T. Rowe Price Small-Cap Value Fund, Inc. | 511.00K | 14.80M | 3.97% |
| 2026-03-30 | Central Securities Corporation | 500.00K | 14.48M | 3.88% |
| 2026-03-30 | College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | 495.09K | 14.34M | 3.84% |