TWFG

TWFG, Inc.

Nasdaq· Insurance Agents, Brokers & Service· Inc. DE· CIK 0002007596 Traditional Finance

$29.03 +0.74 (+2.62%)

Oct 26 4:00 PM ET · prev $28.29

Market cap

$1.5B

Small cap

Consensus

Buy

73% Buy or better · 15 analysts

Median target

$31.00

+7% · range $26.00–34.00

Next earnings

Nov 18

in 22 days

1 year

+11.2%

from $26.11 · Oct 27

30 days

+20.2%

from $24.16

52-week range

$17.04–31.15

−7% from high · low Feb 24

Avg volume 20D

123.3K

shares / day

Short interest

🔒 Subscribers only

Insider net

+$3.4M

1 buyer · 0 sellers · 12 mo

New fund stakes

Q2 2026 13F · 1 exit

Filing reports

analyzed by SecBot

SecBot read MIXED 2 reports · 90 days

Balance 0 bearish · 0 bullish · 2 neutral oldest → newest, height = score

Avg score

·High conf. 2/2 ·Next Earnings date, Nov 18, 2026

Strongest NEUTRAL TWFG Inc. announced it will report its Q2 2026 results on August 6, 2026.

All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

R Feb 25 TWFG reported strong Q4 and full-year 2025 results with revenue up 3…
E May 5 M&A: TWFG Insurance Acquires APIA Inc., Expanding Specialty MGA…
B May 20 to Jun 5 12 days of insider buys: $3.4M by 1 insider, avg $18.90
A Aug 19 Morgan Stanley upgrades

Signal stack

Where each data set points today.

InsidersBULLISH

1 insider bought $3.4M at an average $18.90. No open-market sales. Price is 54% above their cost.
InstitutionsBULLISH

Q2 2026: 13 added (0 new), 7 trimmed or exited.
AnalystsBULLISH

11 of 15 rate it Buy or better. Median target $31.00 (+7%).
TrendUPTREND

9% above its 50-day average.

Who's buying

13F· Q2 2026

new positions

exit

Fund	Move	Shares	Value
MARSHALL WACE, LLP	ADD	408,732	$9.8M
JANE STREET GROUP, LLC	DOUBLED	353,216	$8.5M
CITADEL ADVISORS LLC	ADD	214,589	$5.2M
RENAISSANCE TECHNOLOGIES LLC	ADD	149,900	$3.6M
Point72 Asset Management, L.P.	DOUBLED	135,139	$3.3M
TUDOR INVESTMENT CORP ET AL	DOUBLED	102,591	$2.5M
DIMENSIONAL FUND ADVISORS LP	ADD	93,734	$2.3M
Trexquant Investment LP	DOUBLED	87,370	$2.1M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

15 analysts

Buy 73% rate it Buy or better

Strong Buy3Buy8Hold4Sell0Strong Sell0

12-month targets · 7 analysts

$29.03 $26.00 $31.00 $34.00

Price is inside the target range. Median implies +7%.Targets as of Oct 27, 2026.

Recent actions

Date	Firm	Action	Rating
Oct 1, 2026	JP Morgan MAINTAIN	MAINTAIN	Neutral
Aug 19, 2026	JP Morgan MAINTAIN	MAINTAIN	Neutral
Aug 19, 2026	Morgan Stanley UPGRADE	UPGRADE	Overweight
Aug 12, 2026	Keefe, Bruyette & Woods MAINTAIN	MAINTAIN	Market Perform
Aug 10, 2026	UBS MAINTAIN	MAINTAIN	Buy
Aug 7, 2026	RBC Capital MAINTAIN	MAINTAIN	Outperform

Insider ledger

Form 4

$3.4M

bought · 1 insider

sold · 0 insiders

+53.6%

vs their $18.90 cost

Date	Insider	Type	Value
Jul 17, 2026	Benes Julie E. General Counsel and Secretary	TAX W/H	$162.6K
Jul 17, 2026	Bunch Charles Alexander Chief Creative & Marketing Off	TAX W/H	$162.4K
Jul 17, 2026	Nolan Katherine C Chief Operating Officer	TAX W/H	$304.6K
Jul 17, 2026	Bunch Michelle Caroline Director	TAX W/H	$467.3K
Jul 17, 2026	Zwinggi Janice E. Chief Financial Officer	TAX W/H	$203.2K
Jul 17, 2026	Bunch Richard F. III President and CEO	TAX W/H	$467.3K
Jun 5, 2026	Bunch Richard F. III President and CEO	GIFT	529,568 sh
Jun 5, 2026	Bunch Richard F. III President and CEO	GIFT	529,568 sh

Earnings setup

Estimates

Nov 18

reports in 22 days

Revision history: 🔒 Fresh data, subscribers only

Period	EPS est.	Range	30D rev.	Revenue
Current Q	🔒 Fresh data, subscribers only
Next Q	🔒 Fresh data, subscribers only
Current FY	🔒 Fresh data, subscribers only
Next FY	🔒 Fresh data, subscribers only