NASDAQ · Finance

TWFG INC TWFG

TWFG, Inc. operates an independent distribution platform for personal and commercial insurance products in the United States. The company offers auto, home, renters, life, health, motorcycle, umbrella, boat, recreational vehicle, flood, wind, event, luxury item, general liability, property, business auto, workers’ compensation, business owner policy, and professional liability insurance products, as well as commercial bonds and group benefits.

Specialty Insurers

Company profile

Business mix

  • The company offers auto, home, renters, life, health, motorcycle, umbrella, boat, recreational vehicle, flood, wind, event, luxury item, general liability, property, business auto, workers’ compensation, business owner policy.
  • TWFG, Inc. was founded in 2001 and is based in The Woodlands, Texas.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in insurance brokers?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 35.46 FCF 5.57% Buyback 18.95%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Giverny Capital Francois Rochon 0.4% $10.2M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $6.9M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +210.4% +374,259 / 177,848
Giverny Capital Francois Rochon 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 68.9% 13F value change +$2.0M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 10.4% 13F value change +$1.3M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 66.5% 13F value change +$615,677
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 177,848 Last 3 periods +374,259 (+210.4%) Total shares 552,107 Value $10.2M

Recent mentions

No public mentions.