​

TWFG Ownership | Who Owns TWFG?

OverviewForecastRevenueFinancialsChart

TWFG Ownership Summary

TWFG is owned by 80.48% institutional investors, 5.50% insiders, and 14.01% retail investors. Symphony financial is the largest institutional shareholder, holding 0% of TWFG shares.

TWFG Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockTWFG80.48%5.50%14.01%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryInsurance Brokers Stocks38.25%13.19%48.56%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Symphony financial---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Symphony financial---

Top Buyers

HolderShares% AssetsChange
Symphony financial---11.05K

Top Sellers

HolderShares% AssetsChange
Symphony financial---11.05K

Sold Out

HolderChange
Symphony financial-11.05K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20247624.59%11,849,202-1.95%801.19%42-31.15%22-
Sep 30, 202461-12,085,055-82-61---

Recent Insider Transactions

DateNameRoleActivityValue
Nov 26, 2024Benes Julie E. General Counsel and SecretaryBuy$31.85K
Jul 19, 2024Bunch Charles Alexander Chief Creative & Marketing OffBuy$1.22K

Insider Transactions Trends

DateBuySell
2025 Q1--
2024 Q41-
2024 Q31-

TWFG Ownership FAQ

Who Owns TWFG?

TWFG shareholders are primarily institutional investors at 80.48%, followed by 5.50% insiders and 14.02% retail investors. The average institutional ownership in TWFG's industry, Insurance Brokers Stocks, is 38.25%, which TWFG exceeds.

Does Blackrock own TWFG?

BlackRock is not among the top 10 institutional shareholders of TWFG.

Who is TWFG’s biggest shareholder by percentage of total assets invested?

Symphony financial is TWFG’s biggest shareholder by percentage of total assets invested, with 0% of its assets in 0 TWFG shares, valued at 0$.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools