TWFG, Inc. TWFG
29.10 USD +0.39 (+1.36%)
Nov 4, 2026, 2:26 PM EST
27.60 Day range 29.10
16.56 52-week range 31.30
- YTD
- +1.15%
- 1 year
- +19.21%
Held by funds
21 US ETFs and mutual funds hold TWFG · largest positions
Ownership
Held by insiders 14.58%
Held by institutions 71.78%
Float held by institutions 84.03%
Institutions 102
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| BAMCO Inc. | 8.81% | 1,135,091 | 32.87M | Jun 29, 2026 |
| Franklin Resources, Inc. | 6.07% | 781,912 | 22.64M | Jun 29, 2026 |
| T. Rowe Price Investment Management, Inc. | 5.85% | 753,680 | 21.83M | Jun 29, 2026 |
| Giverny Capital Inc. | 5.07% | 652,452 | 18.90M | Jun 29, 2026 |
| CENTRAL SECURITIES CORP | 3.88% | 500,000 | 14.48M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 3.80% | 489,244 | 14.17M | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| SmallCap World Fund Inc | 8.27% | 1,065,732 | 30.86M | Mar 30, 2026 |
| BARON INVESTMENT Fd.S TRT -BARON DISCOVERY Fd. | 7.26% | 935,000 | 27.08M | Mar 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 4.13% | 531,504 | 15.39M | Mar 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 3.97% | 510,997 | 14.80M | Mar 30, 2026 |
| Central Securities Corporation | 3.88% | 500,000 | 14.48M | Mar 30, 2026 |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | 3.84% | 495,092 | 14.34M | Mar 30, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| ANDERSON JONATHAN JAMES | Director | Stock Award(Grant) | Mar 30, 2026 | 10,117 |
| BENES JULIE E. | General Counsel | Stock Award(Grant) | Mar 30, 2026 | 43,625 |
| BUNCH CHARLES ALEXANDER | Officer | Stock Award(Grant) | Mar 30, 2026 | 42,758 |
| BUNCH MICHELLE CAROLINE | Director | Stock Award(Grant) | Mar 30, 2026 | 0 |
| BUNCH RICHARD F. III | Chief Executive Officer | Stock Award(Grant) | Mar 30, 2026 | 0 |
| DOAK J MICHAEL | Director | Purchase | Jun 4, 2026 | 0 |