TWFG, Inc.
TWFG- Exchange
- Nasdaq
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0002007596
No open-market purchases or sales by TWFG, Inc. insiders were filed in the last 90 days; 81 institutions reported holding it in 13F filings for Q2 2026, worth $219.1M in total; Giverny Capital is the only superinvestor holding it.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, −3 vs. previous quarter
- 81
- 13F valueReported value at the end of Q2 2026
- $219.1M
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Superinvestors holding TWFG, Q2 2026
1 superinvestor reports holding TWFG, Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Latest insider trades
Open-market purchases and sales by TWFG, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jun 8, 2026 (view filing) | Jun 5 | 3 days | Doak MichaelDirector | PPurchaseClass A Common Stock | +7.87K | $19.45 | +$153.0K | +1.0%765.6K after | |
| Jun 4, 2026 (view filing) | Jun 3-4 | 1 day | Doak MichaelDirector | PPurchaseClass A Common Stock | +34.0K | $18.77 | +$638.1K | +4.7%757.7K after | 2 lots |
| Jun 2, 2026 (view filing) | Jun 1-2 | 1 day | Doak MichaelDirector | PPurchaseClass A Common Stock | +33.0K | $19.29 | +$636.6K | +4.8%723.7K after | 2 lots |
| May 29, 2026 (view filing) | May 28-29 | 1 day | Doak MichaelDirector | PPurchaseClass A Common Stock | +22.3K | $18.87 | +$421.4K | +3.3%690.7K after | 2 lots |
| May 27, 2026 (view filing) | May 22-27 | 5 days | Doak MichaelDirector | PPurchaseClass A Common Stock | +46.9K | $18.83 | +$882.6K | +7.5%668.4K after | 3 lots |
| May 22, 2026 (view filing) | May 20-21 | 2 days | Doak MichaelDirector | PPurchaseClass A Common Stock | +33.3K | $18.65 | +$620.7K | +5.7%621.5K after | 2 lots |
| Nov 26, 2024 (view filing) | Nov 26 | Same day | Benes Julie E.General Counsel and Secretary | PPurchaseClass A Common Stock | +950 | $33.53 | +$31.9K | +2.0%49.0K after | |
| Sep 26, 2024 (view filing) | Jul 19 | 69 days | Bunch Charles AlexanderChief Creative & Marketing Off | PPurchaseClass A Common Stock | +144 | $17.00 | +$2.45K | New position72 after | Amended2 lots |
| Jul 19, 2024 (view filing)9:42 PM ET | Jul 19 | Same day | Bunch Richard F. III and 1 otherPresident and CEO | PPurchaseClass A Common Stock | +185.4K | $17.00 | +$3.15M | +37.6%678.4K after | From original |
| Jul 19, 2024 (view filing)9:42 PM ET | Jul 19 | Same day | Bunch Richard F. III and 1 otherPresident and CEO | PPurchaseClass A Common Stock | +17.6K | $17.00 | +$298.4K | +2.6%695.9K after | From original3 lots |
Top 10 13F holders, Q2 2026
The largest institutional positions in TWFG, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bamco Inc | 1,135,091 | $27.3M | 0.04% | −80.0% | Reduced |
| Franklin Resources Inc | 781,912 | $18.8M | 0.00% | +771,912+7,719.1% | Added |
| T. Rowe Price Investment Management, Inc. | 753,680 | $18.1M | 0.01% | −1,345,618−64.1% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 652,452 | $15.7M | 0.53% | +100,345+18.2% | Added |
| Central Securities Corp | 500,000 | $12.0M | 0.90% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 489,244 | $11.8M | 0.00% | −81,293−14.2% | Reduced |
| Marshall Wace, LLP | 408,732 | $9.83M | 0.01% | +141,904+53.2% | Added |
| Two Sigma Investments, LP | 372,365 | $8.96M | 0.01% | +167,152+81.5% | Added |
| Jane Street Group, LLC | 353,216 | $8.49M | 0.01% | +184,211+109.0% | Added |
| Riverbridge Partners LLC | 332,658 | $8.00M | 0.22% | −216,956−39.5% | Reduced |