Advertisement

TWFG, Inc. TWFG

Set alert

Price alert · TWFG

All alert types
26.96 USD -0.19 -0.70%

At close · Oct 30

26.96 0.00 0.00%

After hours · Oct 30, 4:00 PM ET

Bid
26.80 × 2
Ask
26.96 × 2
26.38 Day range 27.50
16.56 52-week range 31.30
YTD
-6.29%
1 year
+10.58%
Open
27.50
Prev close
27.15
Mkt cap
347.25M
Vol
227.09K
Avg vol
167.16K
EPS
0.59
P/E
45.69
Div yield
0.00%
More statistics
Low
26.38
High
27.50
Forward P/E
25.02
Beta
0.15
Short ratio
4.19
Inst. own
71.78%
Dividend
0.00
Ex-div date
Earnings
Nov 11, 2026
50-d avg
25.42
200-d avg
23.33
1y target
30.14

MAX chart

Chart tools
Interval

Chart is warming up

The all-time price history for TWFG has not been loaded yet. Try again in a moment.

Ownership

Held by insiders 14.58%
Held by institutions 71.78%
Float held by institutions 84.03%
Institutions 102

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
BAMCO Inc.8.81%1,135,09132.87MJun 29, 2026
Franklin Resources, Inc.6.07%781,91222.64MJun 29, 2026
T. Rowe Price Investment Management, Inc.5.85%753,68021.83MJun 29, 2026
Giverny Capital Inc.5.07%652,45218.90MJun 29, 2026
CENTRAL SECURITIES CORP3.88%500,00014.48MJun 29, 2026
Vanguard Capital Management LLC3.80%489,24414.17MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
SmallCap World Fund Inc8.27%1,065,73230.86MMar 30, 2026
BARON INVESTMENT Fd.S TRT -BARON DISCOVERY Fd.7.26%935,00027.08MMar 30, 2026
T. Rowe Price Small-Cap Stock Fund, Inc.4.13%531,50415.39MMar 30, 2026
T. Rowe Price Small-Cap Value Fund, Inc.3.97%510,99714.80MMar 30, 2026
Central Securities Corporation3.88%500,00014.48MMar 30, 2026
College Retirement Equities Fd.-College Retirement Equities Fd. - Tota3.84%495,09214.34MMar 30, 2026
TWFG insiders
InsiderRelationLatest transactionDateShares held
ANDERSON JONATHAN JAMESDirectorStock Award(Grant)Mar 30, 202610,117
BENES JULIE E.General CounselStock Award(Grant)Mar 30, 202643,625
BUNCH CHARLES ALEXANDEROfficerStock Award(Grant)Mar 30, 202642,758
BUNCH MICHELLE CAROLINEDirectorStock Award(Grant)Mar 30, 20260
BUNCH RICHARD F. IIIChief Executive OfficerStock Award(Grant)Mar 30, 20260
DOAK J MICHAELDirectorPurchaseJun 4, 20260

Held by funds

21 US ETFs and mutual funds hold TWFG · largest positions

Funds holding TWFG, by value held
FundValue heldWeight in fund
VTI $7.70M0.00%
VXF $3.08M0.00%
FSMAX $1.29M0.00%
DFAS $1.23M0.00%
DFMC $771.39K0.01%
ALIL $460.00K2.16%
BCFN $420.82K0.90%
AVSC $399.78K0.01%
FNCMX $220.82K0.00%
VBINX $166.13K0.00%
FZIPX $118.32K0.01%
VITPX $112.15K0.00%
EES $87.19K0.01%
DUSG $81.56K0.00%
ACSG $69.12K0.13%
DFAC $63.91K0.00%
FLXSX $58.55K0.01%
DCOR $48.57K0.00%
DFUS $43.25K0.00%
DFSU $30.30K0.00%
Advertisement