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The company

TWFG, Inc.

TWFG · Nasdaq

FinancialsInsuranceIn trend

TWFG stood above a rising 150-day average in 8 of the last 52 weekly readings, including each of the last 8 weeks. It is 9.6% above that average now. Insurance: 48% of its 118 stocks in an uptrend (−13 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
In trend
Weeks in an uptrend
8 in a row
Industry in uptrend
48% -13 in 4 wk
Insider buys, 12 months
$6.7M
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
77 (-3)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 8 of 52 weeks.

17 Apr – 16 Oct
28%46%63%Apr 26Jun 26Jul 26Sep 26Oct 26

Insurance: About half its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$3.7MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months12
Sale orders, 12 months0
Buyers · sellers1 · 0
WhoDidSharesTraded
Michael DoakDirectorbought7,865at $19.455 Jun 2026filed 8 Jun 2026
Michael DoakDirectorbought11,000at $19.094 Jun 2026filed 4 Jun 2026
Michael DoakDirectorbought22,994at $18.623 Jun 2026filed 4 Jun 2026
Michael DoakDirectorbought16,500at $19.252 Jun 2026filed 2 Jun 2026
Michael DoakDirectorbought16,500at $19.331 Jun 2026filed 2 Jun 2026
Michael DoakDirectorbought11,330at $18.8729 May 2026filed 29 May 2026
Michael DoakDirectorbought11,000at $18.8728 May 2026filed 29 May 2026
Michael DoakDirectorbought24,880at $18.6227 May 2026filed 27 May 2026
Michael DoakDirectorbought11,000at $19.2326 May 2026filed 27 May 2026
Michael DoakDirectorbought11,000at $18.8922 May 2026filed 27 May 2026
Michael DoakDirectorbought17,538at $18.5221 May 2026filed 22 May 2026
Michael DoakDirectorbought15,745at $18.7920 May 2026filed 22 May 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders77-3 on the quarter
New · exited11 · 13
Reported value$195.7M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BAMCO INCreduced · filed 14 Aug 20261,135,091$27.3M-80.0%
FRANKLIN RESOURCES INCadded · filed 13 Aug 2026781,912$18.8M+771,912+7719.1%
Giverny Capital Inc.added · filed 14 Aug 2026652,452$15.7M+100,345+18.2%
Central Securities Corpunchanged · filed 10 Aug 2026500,000$12.0M00.0%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026489,244$11.8M-81,293−14.2%
MARSHALL WACE, LLPadded · filed 13 Aug 2026408,732$9.8M+141,904+53.2%
TWO SIGMA INVESTMENTS, LPadded · filed 14 Aug 2026372,365$9.0M+167,152+81.5%
JANE STREET GROUP, LLCadded · filed 14 Aug 2026353,216$8.5M+184,211+109.0%
RIVERBRIDGE PARTNERS LLCreduced · filed 13 Jul 2026332,658$8.0M-216,956−39.5%
BlackRock, Inc.added · filed 7 Aug 2026222,376$5.3M+35,039+18.7%
30 Sep 2024 – 30 Jun 2026
566879Sep 24Mar 25Sep 25Dec 25Jun 26

News

No headline names it lately.

Everyone who traded it

Charles Alexander Bunch Company insiderChief Creative & Marketing Off · last 17 Jul 20262 · 0
Janice E. Zwinggi Company insiderChief Financial Officer · last 17 Jul 20261 · 0
Julie E. Benes Company insiderGeneral Counsel and Secretary · last 17 Jul 20262 · 0
Katherine C. Nolan Company insiderChief Operating Officer · last 17 Jul 20261 · 0
Michelle Caroline Bunch Company insiderDirector · last 17 Jul 20261 · 0
Richard F. Bunch III Company insiderPresident and CEO · last 17 Jul 20261 · 0
Bunch Family Holdings, Llc Company insider10% owner · last 5 Jun 20260 · 0
Michael Doak Company insiderDirector · last 5 Jun 202613 · 0
Andrew Vincent McGuire Company insiderChief Underwriting Officer · last 31 Mar 20260 · 0
Gene Padgett Company insiderChief Accounting Officer · last 31 Mar 20260 · 0
Gopal Mohan Babu Vijaya Company insiderChief Technology Officer · last 31 Mar 20260 · 0
Janet S. Wong Company insiderDirector · last 31 Mar 20261 · 0

Same industry

Government contracts

No federal award is tied to it.

From its SEC filings

Operating profit marginFY 2025 · to 31 Dec 202514.9%
Free cash flow marginFY 2025 · to 31 Dec 202521.4%
Return on capital employedFY 2025 · to 31 Dec 202511.3%
Cash conversionFY 2024 · to 31 Dec 2024497%
Debt to equityFY 2025 · to 31 Dec 20250.05×
Interest coverFY 2025 · to 31 Dec 2025123.28×
Cash and equivalentsFY 2025 · to 31 Dec 2025$155.9M
Free cash flowFY 2025 · to 31 Dec 2025$53.1M

Analyst forecasts

No analyst forecasts yet.