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TWFG

Financials, filed as TWFG INC (COM CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 2 Owners
  • Max 0.5%
  • $43M
  • 1 add 1 small

In 2026 Q2 Francois Rochon added to TWFG.

Who owns this now

Largest portfolio weights among holders, up to 0.5% (Francois Rochon, Giverny Capital). Not free-float ownership.

  1. Francois Rochon Add 0.53%
  2. Ron Baron Reduce 0.04%

Who owns TWFG

Sorted by value, long equity only, as of 2026 Q2.

History
Ron Baron, Bamco Inc. (Baron Capital) 0.04%, was 0.06% Small trim 0.0% 1,135,091 $27M History
Francois Rochon, Giverny Capital 0.53%, was 0.37% Add +18.2% 652,452 $16M History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by TWFG's executives, directors and 10% owners in the last 12 months, from their Form 4s

All TWFG insider trades
  • $3.4M bought by 1 insider
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales
  1. Michael Doak Director
    Buy
    $153K 7,865 shares at $19.45 +1% to stake
    Traded Jun 5 Filed Jun 8
    ↗
  2. Michael Doak Director
    Buy
    $638K 33,994 shares at $18.77 +4.7% to stake
    Traded Jun 3–4 Filed Jun 4
    ↗
  3. Michael Doak Director
    Buy
    $637K 33,000 shares at $19.29 +4.8% to stake
    Traded Jun 1–2 Filed Jun 2
    ↗
  4. Michael Doak Director
    Buy
    $421K 22,330 shares at $18.87 +3.3% to stake
    Traded May 28–29 Filed May 29
    ↗
  5. Michael Doak Director
    Buy
    $883K 46,880 shares at $18.83 +7.5% to stake
    Traded May 22–27 Filed May 27
    ↗
  6. Michael Doak Director
    Buy
    $621K 33,283 shares at $18.65 +5.7% to stake
    Traded May 20–21 Filed May 22
    ↗

Also filed in the last 12 months, not counted as buying or selling: 16 stock grants, 14 gifts, and 13 share withholdings for taxes.

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.02 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02 Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2024 FY2025
Revenue $203.76M $248.51M
Net income $2.74M —
Net margin * 1.3% —

Balance sheet

Metric FY2024 FY2025
Total current assets $241.85M $225.52M
Total non-current assets * $81.58M $146.82M
Total assets $323.43M $372.34M
Total current liabilities $39.62M $44.08M
Total non-current liabilities * $8.52M $11.6M
Total equity $73.88M $83.38M

Cash flow

Metric FY2024 FY2025
Cash from operations $40.48M $53.5M
Cash from investing -$25.06M -$70.38M
Cash from financing $143.43M -$20.55M
Net change in cash $158.86M -$37.42M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.