NASDAQ · TWFG

TWFG, Inc.

Closing price · Nov 13, 2026 $25.79
Last insider buy price $19.45 Paid by Director Michael Doak on Jun 5, 2026 (Form 4). Not today's price.

Latest quarter · ended Sep 30, 2026

Cash got weaker, but sales grew

descriptionFiled Nov 5, 2026
Revenue growthSlower
+24.6%
Quarter ended Dec 31, 2024: +32.3% sales vs. a year beforeQuarter ended Mar 31, 2025: +16.6% sales vs. a year beforeQuarter ended Jun 30, 2025: +13.8% sales vs. a year beforeQuarter ended Sep 30, 2025: +21.3% sales vs. a year beforeQuarter ended Dec 31, 2025: +35.8% sales vs. a year beforeQuarter ended Mar 31, 2026: +35.3% sales vs. a year beforeQuarter ended Jun 30, 2026: +45.1% sales vs. a year beforeQuarter ended Sep 30, 2026: +24.6% sales vs. a year before
Dec '24Sep '26
$79.9M vs. $64.1M a year ago
Cash from operationsWorse
$10.6M
Quarter ended Dec 31, 2024: $11.6M cash from operationsQuarter ended Mar 31, 2025: $15.6M cash from operationsQuarter ended Jun 30, 2025: $9.62M cash from operationsQuarter ended Sep 30, 2025: $15M cash from operationsQuarter ended Dec 31, 2025: $13.3M cash from operationsQuarter ended Mar 31, 2026: $22.7M cash from operationsQuarter ended Jun 30, 2026: $9.82M cash from operationsQuarter ended Sep 30, 2026: $10.6M cash from operations
Dec '24Sep '26
−29% from $15M a year ago

Numbers come from the company's own 10-Q and 10-K reports filed with the SEC. Each bar is one quarter, oldest on the left. The colored bar is the latest. Hover over or tap a bar to see its number.

Smart money pulse

What insiders and funds are doing

Mixed Insiders: as of Nov 13 Funds: as of Jun 30, 2026
−1000+100 −10
  • account_balance
    2 funds bought, 3 sold in the quarter ended Jun 30, 2026, counting funds that hold 500 stocks or fewer and $1M+ of this one. Index funds and banks are left out.
  • info
    No real insider sales in 12 months. Planned 10b5-1 sales and tax withholding are left out.

−100 means everyone selling, +100 everyone buying. This is data, not advice.

How the Pulse works

Pulse runs from −100 (everyone selling) to +100 (everyone buying). Half comes from insiders: real buyers vs. real sellers in the last 90 days (Form 4). Half comes from funds: funds that bought vs. funds that sold last quarter (13F). 13F is a snapshot of long positions on the last day of the quarter, filed up to 45 days later. It does not show short positions or trades since then.

Who owns it

82 funds report owning TWFG, down from 85

Holdings as of Jun 30, 2026
New12
Added32
Held18
Trimmed20
Sold out15

Last quarter

Who bought and who sold

Apr–Jun 2026
Capital International Investors
Sold
Giverny Capital Inc.
+18%
Riverbridge Partners LLC
−39%
Gillson Capital LP
+16%
Brasada Capital Management, LP
−100%

Change in shares held from Mar 31 to Jun 30, 2026, biggest holdings first. Only funds that hold 500 stocks or fewer and $1M+ of this one: index funds and banks own almost everything, so their changes say little. Bars stop at ±100%.

Insider trades · last 12 months

Real buys and sales

● Open-market buy● Open-market sale
CEOCFOOther officersDirectorsDecJanFebMarAprMayJunJulAugSepOctNovStock grant · Dec 1 · 427 shStock grant · Mar 31 · 47,500 sh · 5 peopleStock grant · Mar 31 · 33,000 sh · 6 peopleShares withheld for tax · Mar 31 · $31.5K · 4 peopleShares withheld for tax · Mar 31 · $39.2KShares withheld for tax · Mar 31 · $15.4KStock grant · Mar 31 · 12,500 shGift · Jun 5 · 1.06M shShares withheld for tax · Jul 17 · $630K · 3 peopleShares withheld for tax · Jul 17 · $467KShares withheld for tax · Jul 17 · $467KShares withheld for tax · Jul 17 · $203KShares withheld for tax · Nov 9 · $1.21KOpen-market buy · May 20 · $296KOpen-market buy · May 21 · $325KOpen-market buy · May 22 · $208KOpen-market buy · May 26 · $212KOpen-market buy · May 27 · $463KOpen-market buy · May 28 · $208KOpen-market buy · May 29 · $214KOpen-market buy · Jun 1 · $319KOpen-market buy · Jun 2 · $318KOpen-market buy · Jun 3 · $428KOpen-market buy · Jun 4 · $210KOpen-market buy · Jun 5 · $153K
CEOCFOOther officersDirectorsJunJulAugSepOctNovGift · Jun 5 · 1.06M shShares withheld for tax · Jul 17 · $630K · 3 peopleShares withheld for tax · Jul 17 · $467KShares withheld for tax · Jul 17 · $467KShares withheld for tax · Jul 17 · $203KShares withheld for tax · Nov 9 · $1.21KOpen-market buy · Jun 1 · $319KOpen-market buy · Jun 2 · $318KOpen-market buy · Jun 3 · $428KOpen-market buy · Jun 4 · $210KOpen-market buy · Jun 5 · $153K

Last 6 months. A wider screen shows 12.

Showing 12 real trades. Hidden: 13 stock grants, 13 tax withholdings, 1 gift. Those happen on a schedule and say little about what an insider thinks. Bigger dot means a bigger trade.

Real trades, newest first

Jun 5 Michael Doak Director Open-market buy $153K 7,865 sh at $19.45
Jun 4 Michael Doak Director Open-market buy $210K 11,000 sh at $19.09
Jun 3 Michael Doak Director Open-market buy $428K 22,994 sh at $18.62
Jun 2 Michael Doak Director Open-market buy $318K 16,500 sh at $19.25
Jun 1 Michael Doak Director Open-market buy $319K 16,500 sh at $19.33
May 29 Michael Doak Director Open-market buy $214K 11,330 sh at $18.87
May 28 Michael Doak Director Open-market buy $208K 11,000 sh at $18.87
May 27 Michael Doak Director Open-market buy $463K 24,880 sh at $18.62
May 26 Michael Doak Director Open-market buy $212K 11,000 sh at $19.23
May 22 Michael Doak Director Open-market buy $208K 11,000 sh at $18.89
Show 2 older real trades
May 21 Michael Doak Director Open-market buy $325K 17,538 sh at $18.52
May 20 Michael Doak Director Open-market buy $296K 15,745 sh at $18.79

Showing every filing. Dashed circles are routine: grants, tax withholding, option exercises and planned sales.

Top holders

Biggest funds in TWFG

As of Jun 30, 2026
FundValueChange
Bamco Inc$27.3MSame
Franklin Resources Inc$18.8M+7719%
T. Rowe Price Investment Management, Inc.$18.1M−64%
Giverny Capital Inc.$15.7M+18%
Central Securities Corp$12MSame

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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