TWFG, Inc. (TWFG) Institutional Ownership & Insider Trading
82 institutions reported holding TWFG, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 12 insider trades on Form 4 since 2025-10-01.
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
TWFGTWFG, Inc.Follow TWFG — free
—
Price chart with a free account
- Market cap
- 1.5B
- P/E TTM
- 42.7
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 18 Nov, in 25 days
Institutions · all 13F filers
quarter to 30 Jun 2026 · filers in both quarters82 institutions held 16.9% of the shares. Across filers that reported both quarters, shares held changed -17.5%.
Largest moves, shares (millions)
Institutional flow by quarter
net shares added or trimmed, millions · filers in both quarters| Quarter | Holders | Shares held, M | Change | Increased | New | Decreased | Closed |
|---|---|---|---|---|---|---|---|
| Jun 26 | 82 | 9 | -17.5% | 33 | 10 | 23 | 12 |
| Mar 26 | 85 | 11 | -12.5% | 25 | 25 | 18 | 11 |
| Dec 25 | 70 | 13 | +2.8% | 27 | 10 | 18 | 10 |
| Sep 25 | 67 | 12 | +4.9% | 27 | 11 | 17 | 24 |
| Jun 25 | 80 | 12 | -0.9% | 29 | 20 | 18 | 10 |
| Mar 25 | 70 | 12 | +0.7% | 18 | 9 | 22 | 11 |
| Dec 24 | 76 | 12 | -3.7% | 19 | 19 | 18 | 7 |
| Sep 24 | 61 | 12 | — | — | — | — | — |
TWFG, Inc. — questions
- Who owns TWFG, Inc. stock?
- 82 institutions reported TWFG, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BAMCO INC /NY/ (2.1%), FRANKLIN RESOURCES INC (1.4%), T. Rowe Price Investment Management, Inc. (1.4%).
- Are TWFG, Inc. insiders buying or selling?
- 12 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.
Every figure on this page comes from TWFG, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.