Companies / TWFG, Inc.
TWFG, Inc.
Nasdaq: TWFGCIK 2007596THE WOODLANDS, TX
Financials · FY2025
Ownership
54.1M shares outstanding · as of Aug 5, 2026
Ownership
Share classes
| Class C | 62.71% | |
| Class A | 23.83% | |
| Class B | 13.46% |
| Insiders | 0.17% | 93,608 |
| 10%+ / strategic | 2.10% | 1,135,099 |
| Institutions | 22.05% | 11,917,885 |
| Public float | 75.68% | 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
View all →| Insider | % of shares | Shares |
|---|---|---|
Nolan Katherine CChief Operating Officer | 0.17% | 93,608 |
McGuire Andrew VincentChief Underwriting Officer | — | — |
Institutional holders 73
View all →| Holder | Value | % of shares |
|---|---|---|
| $31.11M | 2.00% | |
| $30.64M | 1.97% | |
| $27.58M | 1.77% | |
| $20.87M | 2.10% | |
| $18.83M | 1.21% | |
| $14.24M | 0.92% | |
| $13.67M | 0.88% | |
| $10.11M | 1.02% | |
| $9.54M | 0.61% | |
| $6.86M | 0.44% |
Activity
Jun 30, 2026View all →
InsidersInstitutions
Who's accumulating and trimming this stock (13F).| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q1 2026 as of | AllianceBernstein L.P. 13F manager | Exit | Common stock | $-31.11M | -1.1M -100.00% | 0 | medium |
| Q1 2026 as of | Marshall Wace, LLP 13F manager | New | Common stock | $4.91M | +267K | 266,828 0.49% of shares | low |
| Q1 2026 as of | Bamco Inc /Ny 13F manager | Add | Common stock | $3.32M | +181K +18.93% | 1,135,099 2.10% of shares | low |
| Q1 2026 as of | Two Sigma Investments, LP 13F manager | Add | Common stock | $3.17M | +172K +523.48% | 205,213 0.38% of shares | low |
| Q1 2026 as of | Balyasny Asset Management L.P. 13F manager | Add | Common stock | $2.95M | +160K +1620.75% | 170,182 0.31% of shares | low |
| Q1 2026 as of | Millennium Management LLC 13F manager | Add | Common stock | $1.81M | +99K +1191.92% | 106,906 0.20% of shares | low |
| Q1 2026 as of | Renaissance Technologies LLC 13F manager | Add | Common stock | $1.46M | +79K +201.85% | 118,327 0.22% of shares | low |
| Q1 2026 as of | Geode Capital Management, LLC 13F manager | Trim | Common stock | $-994.9K | -54K -22.89% | 182,092 0.34% of shares | low |
5%+ ownership events
Schedule 13D / 13G
| Filer | Stance | % of class |
|---|---|---|
| Capital International Investors | Passive13G | — |
| Bamco Inc /Ny | Passive13G/A | — |
| AllianceBernstein L.P. | Passive13G/A | — |
Securities
via CUSIP / OpenFIGI
| Symbol | Type | CUSIP |
|---|---|---|
| TWFG | — | 87318A101 |