Follow-The-Filings

Security · featured owners

TWFG

Twfg Inc. COM CL A Equity as of 2026 Q2 among managers we track

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

Who owns this now

Largest portfolio weights among featured holders · max 0.5% (Francois Rochon - Giverny...) · not free-float ownership

  1. Francois Rochon add 0.53%
  2. Ron Baron reduce 0.04%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.04% Reduce 0.0% 1,135,091 $27M history
Francois Rochon - Giverny Capital 2026 Q2 0.53% Add +18.2% 652,452 $16M history

2 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders