TWFG, Inc. Common StockTWFG
About: TWFG Inc is a independent distribution platform for personal and commercial insurance in the United States. It offers all lines of insurance, multiple distribution contract options, M&A services, proprietary virtual assistants, proprietary technology, proprietary premium financing, unlimited continuing education, recognition programs, co-op funding, marketing support and overall lower costs to operate.
Employees: 293
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1% less capital invested
Capital invested by funds: $365M [Q4 2024] → $361M (-$3.46M) [Q1 2025]
1.52% less ownership
Funds ownership: 80.01% [Q4 2024] → 78.49% (-1.52%) [Q1 2025]
8% less funds holding
Funds holding: 76 [Q4 2024] → 70 (-6) [Q1 2025]
21% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 28
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Morgan Stanley Bob Huang | 3%downside $34 | Equal-Weight Maintained | 19 May 2025 |
JP Morgan Pablo Singzon | 3%downside $34 | Neutral Maintained | 19 May 2025 |
Keefe, Bruyette & Woods Tommy McJoynt | 9%downside $32 | Market Perform Maintained | 9 Apr 2025 |
BMO Capital Michael Zaremski | 9%downside $32 | Outperform Maintained | 4 Mar 2025 |
Financial journalist opinion
Based on 3 articles about TWFG published over the past 30 days









