Companies / TWFG, Inc.

TWFG, Inc.

Nasdaq: TWFGCIK 2007596THE WOODLANDS, TX

Financials · FY2025

Revenue$248.51M
Net income$41.17M
Total debt$2.98M
Cash$73.75M
Diluted EPS$0.53
Shares outstanding54.1M

Ownership

54.1M shares outstanding · as of Aug 5, 2026
0.17%Insiders
Ownership
62.7%Class C
Share classes
Class C62.71%
Class A23.83%
Class B13.46%
Insiders0.17%93,608
10%+ / strategic2.10%1,135,099
Institutions22.05%11,917,885
Public float75.68%40,905,202

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 2

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Insider% of sharesShares
Nolan Katherine CChief Operating Officer
0.17%93,608
McGuire Andrew VincentChief Underwriting Officer
——

Institutional holders 73

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HolderValue% of shares
AllianceBernstein L.P.$31.11M2.00%
Fmr LLC$30.64M1.97%
Capital International Investors$27.58M1.77%
Bamco Inc /Ny$20.87M2.10%
Vanguard Group Inc$18.83M1.21%
Nuveen, LLC$14.24M0.92%
Central Securities Corp$13.67M0.88%
Riverbridge Partners LLC$10.11M1.02%
Giverny Capital Inc.$9.54M0.61%
Gilder Gagnon Howe & Co LLC$6.86M0.44%

Activity

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InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
Mar 31, 2026Nolan Katherine C
Executive
OtherClass A Common Stock$15.2K-828
-0.88%
93,608
0.17% of shares
low
Mar 31, 2026Nolan Katherine C
Executive
GrantClass A Common Stock$0+13K
+15.26%
94,436
0.17% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Capital International InvestorsPassive13G———
Bamco Inc /NyPassive13G/A—1,135,099—
AllianceBernstein L.P.Passive13G/A———

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
TWFG——87318A101—