Discover
TWFG
TWFG, Inc.
25.09
2 x 18.06
2 x 31.06
bid
ask
+
1.04
4.32%
2 @ 04:00 PM
25.09 +0.00 (0.00%)
| Ytd | -12.79% | |
| 1y | -28.33% |
23.99
day range
25.54
16.56
52 week range
35.69
| Open | 23.99 | Prev Close | 24.05 | Low | 23.99 | High | 25.54 | Mkt Cap | 326.10M |
| Vol | 114.48K | Avg Vol | 255.85K | EPS | 0.56 | P/E | 44.80 | Forward P/E | 45.55 |
| Beta | N/A | Short Ratio | 3.77 | Inst. Own | 50.32% | Dividend | N/A | Div Yield | N/A |
| Ex Div Date | N/A | Earning | 05-07 | 50-d Avg | 20.04 | 200-d Avg | 23.22 | 1yr Est | 33.67 |
Upgrade / Downgrade
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| 2024-12-04 | Keefe, Bruyette & Woods | Upgrade | Market Perform | Market Perform |
| 2024-11-14 | RBC Capital | Upgrade | Outperform | Outperform |
| 2024-11-11 | Piper Sandler | Upgrade | Overweight | Overweight |
| 2024-09-04 | Keefe, Bruyette & Woods | Upgrade | Market Perform | Market Perform |
| 2024-08-30 | JP Morgan | Upgrade | Overweight | Overweight |
| 2024-08-29 | RBC Capital | Upgrade | Outperform | Outperform |
Profile
TWFG, Inc. operates an independent distribution platform for personal and commercial insurance products in the United States. Its personal and commercial insurance products include 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. The company was founded in 2001 and is based in The Woodlands, Texas. TWFG, Inc. operates as a subsidiary of Bunch Family Holdings, LLC.
Insider Holder
| Date | Name | Relation | Quantity | Description |
|---|---|---|---|---|
| 2024-07-16 | ANDERSON JONATHAN JAMES | Director | 3.53K | Stock Award(Grant) |
| 2024-11-25 | BENES JULIE E. | General Counsel | 49.01K | Purchase |
| 2024-09-25 | BUNCH CHARLES ALEXANDER | Officer | 0.00 | Purchase |
| 2024-07-18 | BUNCH MICHELLE CAROLINE | Director | 0.00 | Purchase |
| 2024-07-18 | BUNCH RICHARD F. III | Chief Executive Officer | 0.00 | Purchase |
| 2024-07-18 | DOAK J MICHAEL | Director | 0.00 | Purchase |
Institution Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2024-09-29 | FMR, LLC | 1.29M | 37.56M | 8.70% |
| 2024-09-29 | T. Rowe Price Investment Management, Inc. | 1.14M | 33.19M | 7.69% |
| 2024-09-29 | Alliancebernstein L.P. | 940.12K | 27.40M | 6.35% |
| 2024-09-29 | Price (T.Rowe) Associates Inc | 935.13K | 27.26M | 6.31% |
| 2024-09-29 | Nuveen Asset Management, LLC | 798.22K | 23.27M | 5.39% |
| 2024-09-29 | BAMCO Inc. | 728.75K | 21.24M | 4.92% |
Fund Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2024-09-29 | College Retirement Equities Fund-Stock Account | 813.71K | 23.72M | 5.49% |
| 2024-09-29 | Smallcap World Fund | 671.84K | 19.58M | 4.54% |
| 2024-09-29 | Baron Discovery Fund | 650.00K | 18.95M | 4.39% |
| 2024-10-30 | AB Cap Fd.-AB Small Cap Growth Port | 533.83K | 15.56M | 3.60% |
| 2024-09-29 | Price (T.Rowe) New Horizons Fund | 463.17K | 13.50M | 3.13% |
| 2024-09-29 | Vanguard Total Stock Market Index Fund | 394.94K | 11.51M | 2.67% |