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TWFG, Inc.

TWFG Financials
$20.01 +$0.22 (1.11%)
Market Cap: $300.72 M
Gurus Holding
3
Popularity Rank
#3011
% of Shares Held
0.76%
Net Activity (Q4 2025)
+$980,941.88

Guru Ownership Trend

Guru Analysis for TWFG, Inc. (TWFG)

TWFG, Inc. (TWFG), a key player in the Financials sector, continues to attract institutional attention.

As of Q4 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $8.56 M.

Top institutional holders include Francois Rochon and Chuck Royce.

Institutional sentiment is currently Bullish. This is evidenced by a $980,941.88 net inflow during the quarter.

Recent activity highlights Francois Rochon who increased their stake by 10.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$980,941.88
Total Buy Value
New Buys 0
Additions 3
-$0
Total Sell Value
Reductions 0
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
0
Net Buyers
3

FAQs for TWFG, Inc. (TWFG)

Major holders include Francois Rochon ($9.54 M), Chuck Royce ($1.64 M), Renaissance Technologies ($1.13 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 427,730 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $980,941.88, with 3 managers increasing positions and 0 managers reducing holdings.

No tracked managers reduced or fully exited their positions in TWFG during the most recent reporting period.

Yes, 0 managers opened new positions in TWFG, and 3 increased their existing holdings. The total reported buy value was $980,941.88.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.32% Add 10.4% 331,511 $9.54 M Q4 2025
0.02% Add 0.0% 57,019 $1.64 M Q4 2025
0.00% Add 8.0% 39,200 $1.13 M Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form