TWFG, Inc. (TWFG)
- Sector
- Financial Services
- Industry
- Insurance Brokers
- Last price
- $27.28
- As of
Kresmion compiles this page from TWFG's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
TWFG, Inc. (TWFG): 6 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-08-13.
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Preview the TWFG dossierActive events for TWFG
- high13F: funds added
4 tracked funds increased TWFG this 2026Q2, institutional consensus
- medium13F: new position
CITADEL ADVISORS LLC new position in TWFG
- high13F: funds added
3 tracked funds increased TWFG this 2026Q2, institutional consensus
- high13F: large increase
Point72 Asset Management, L.P. added +109% to TWFG (2026Q2)
- medium13F: new position
D. E. Shaw & Co., Inc. new position in TWFG
FREE, NO ACCOUNT
Every event on TWFG, as it fires
You are seeing 5 of 17 events recorded on TWFG since 2026-06-05.
The five above landed across 2 days. The other 12 were recorded on 4 other days.
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Largest reported share positions in TWFG (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LPCUSIP 87318A101 · 2026Q2 | $9M | 0.01% | , |
| CITADEL ADVISORS LLCCUSIP 87318A101 · 2026Q2 | $5.2M | 0.00% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 87318A101 · 2026Q2 | $3.6M | 0.01% | , |
| Point72 Asset Management, L.P.CUSIP 87318A101 · 2026Q2 | $3.3M | 0.00% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 87318A101 · 2026Q2 | $1.4M | 0.00% | , |
| D. E. Shaw & Co., Inc.CUSIP 87318A101 · 2026Q2 | $678K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, TWFG
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
TWFG against its peers
TWFG's operating margin of 14.9% ranks in the 56th percentile of 16 Insurance Brokers sub-industry peers, fiscal periods ending between 2025-06-30 and 2026-06-30.
| Metric | TWFG | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 249M USD | 1.4B USD | 26 | 16 |
| Revenue YoY | n/a | 26.7% | n/a | 5 |
| Gross margin | n/a | 47.3% | n/a | 8 |
| Operating margin | 14.9% | 8.5% | 56 | 16 |
| Net margin | 1.1% | 7.2% | 38 | 19 |
| Return on equity | 3.3% | 7.6% | 38 | 16 |
| P / E | 51.5x | 21.8x | 94 | 8 |
| 1 year | n/a | -2.6% | n/a | 5 |
Peers (20): CRD-A, XHG, GSHD, QDMI, AIFU, SLQT, LIFE, NP, BWIN, HUIZ, EHTH, ERIE, BRO, GOCO.D, WTW, EZRA, ZBAO, AJG, AON, MRSH. Left out: TIRXF (period gap). Fiscal periods ending between 2025-06-30 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (TWFG: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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