TWFG, Inc. (NASDAQ:TWFG)
| Market Cap | 348.93M+7.6% |
| Revenue (ttm) | 302.81M+39.0% |
| Net Income | 16.07M+143.3% |
| EPS | 0.35-56.4% |
| Shares Out | 12.88M |
| PE Ratio | 45.83 |
| Forward PE | 22.64 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 188,001 |
| Open | 26.93 |
| Previous Close | 26.79 |
| Day's Range | 26.66 - 27.39 |
| 52-Week Range | 16.56 - 31.42 |
| Beta | 0.15 |
| Analysts | Buy |
| Price Target | 28.40(+4.84%) |
| Earnings Date | Feb 24, 2027 |
Insiders here have filed 1 Form 4 in the last 90 days, but all of them are share awards, grants or other non-market transactions. Those are compensation, not a decision to buy, so they are not scored.
About TWFG
Established in 2001 and based in The Woodlands, Texas, TWFG, Inc. serves as an independent intermediary for a broad spectrum of personal and commercial insurance offerings throughout the United States. A subsidiary of Bunch Family Holdings, LLC, the company provides an extensive portfolio of coverage. For individual clients, this includes policies for automobiles, homes, renters, life, health, motorcycles, boats, recreational vehicles, umbrella, flood, wind, events, and luxury items. Commercial customers can access solutions such as general liability, property, business auto, workers' compensation, business owner policies, professional liability insurance, commercial bonds, and group benefits.
Analyst consensus
4 firms rating TWFG in the last 3 months, one vote each. Issuer-paid research is not counted.
Next catalysts
- Feb 24, 2027Earnings report
$TWFG stock is featured in our Insider Trades datasets.
→ All Stock ListsRecently reported changes in TWFG holdings by institutional investors
Latest 0 13F filings · Source: SEC EDGAR
View all institutional owners →Insider Trading
Quarterly net insider trading by TWFG's directors and management
Source: SEC EDGAR (Form 4)
Corporate Lobbying
TWFG Estimated quarterly lobbying spending
Source: U.S. Senate LDA
TWFG Revenue by Segment
| Segment | Revenue | % of All |
|---|---|---|
| Commission income | $73.38M | 91.82% |
| Fee income | $3.55M | 4.45% |
| Contingent income | $2.57M | 3.22% |
| Other income | $413.00K | 0.52% |
As of: Q3 2026 (Sep 30, 2026) · Source: SEC EDGAR (10-Q)
U.S. Patents
New TWFG patent grants
Source: USPTO Open Data Portal
Government Contracts
Estimated quarterly amount awarded to TWFG from public contracts
Source: USAspending.gov
Top ETF Holders
ETFs with the largest estimated holdings in TWFG
| ETF | Est. Holding Size |
|---|---|
| VTIVanguard Morningstar Total Stock Market ETF | $7.70M |
| VXFVanguard Extended Market ETF | $3.08M |
| DFASDimensional - US Small Cap ETF | $1.18M |
| DFMCU.S. Micro Cap Portfolio ETF | $761.16K |
| ALILArgent Focused Small Cap ETF | $460.00K |
| BCFNBaron Financials ETF | $413.24K |
Estimated from each fund’s disclosed top holdings × AUM
TWFG Insider Score
Our composite score: insider buying, sector, volume, tone & dilution
Bull Case vs Bear Case
AI-generated from TWFG’s recent data — informational, not investment advice
