TWFG, Inc.
TWFG, Inc. (Nasdaq: TWFG) operates an insurance distribution platform serving individuals and businesses through independent agencies across the United States. It distributes personal and commercial property and casualty insurance, along with life and health coverage, and connects clients with more than 300 insurance… From the company’s description.
Over the twelve months to Sep 30, 2026, TWFG, Inc. reported revenue of $310.53M, up 36.3% from a year earlier, and net income of $55.02M. Its operating margin was 17.3%, and operations generated $56.40M in cash. In fiscal 2025, it reported revenue of $248.51M, up 22.0% from fiscal 2024, and net income of $41.17M.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What TWFG, Inc. does
In the company’s own words
TWFG, Inc. (Nasdaq: TWFG) operates an insurance distribution platform serving individuals and businesses through independent agencies across the United States. It distributes personal and commercial property and casualty insurance, along with life and health coverage, and connects clients with more than 300 insurance carriers. The company has two primary offerings: Insurance Services, which contributed 79% of 2025 revenue and includes branded Branches, wholly owned Corporate Branches and its Agency-in-a-Box support model; and TWFG MGA, which contributed 20% of 2025 revenue and gives independent agencies access to carrier programs and admitted and excess-and-surplus markets. Its services include agency technology, training, marketing, administrative support and assistance with acquisitions and succession planning. Founded in 2001, TWFG completed its initial public offering in 2024. At year-end 2025, its network comprised more than 550 Branches and approximately 2,750 MGA Agencies; revenue was $248.5 million for fiscal 2025. Its website is https://www.twfg.com.
Company details
- Sector
- Financials
- Industry (SIC)
- Insurance
- Headquarters
- THE WOODLANDS, TX
- Fiscal year end
- December
- CIK
- 2007596
- SIC
- 6411
Financial performance, year by year
Fiscal 2024–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns TWFG, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in TWFG, Inc. · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · TWFG, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Could not be determined for this company: bond issues.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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