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TWFG, Inc. Class A (TWFG) Ownership - Who Owns TWFG, Inc. Class A?
TWFG, Inc. Class A (TWFG) Ownership Overview
- 18.30% Insiders
- 19.70% Mutual Funds
- 0.60% Other Institutional Investors
- 4.52% ETFs
- 56.89% Public Companies and Individual Investors
The ownership structure of TWFG, Inc. Class A (TWFG) stock is a mix of institutional, retail, and individual investors. Approximately 24.81% of the company’s stock is owned by Institutional Investors, 18.30% is owned by Insiders, and 56.89% is owned by Public Companies and Individual Investors.
The ownership structure of TWFG, Inc. Class A (TWFG) stock is a mix of institutional, retail, and individual investors. Approximately 20.30% of the company’s stock is owned by Institutional Investors, 18.30% is owned by Insiders, and 4.52% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
| Date | Name | Activity | Value |
|---|---|---|---|
| Jun 07, 2026 | Michael Doak | $152,974 | |
| Jun 03, 2026 | Michael Doak | $638,138 | |
| Jun 01, 2026 | Michael Doak | $636,570 | |
| May 28, 2026 | Michael Doak | $421,367 |
Recent Hedge Fund Trading Activity
| Date | Firm | Activity | Value |
|---|---|---|---|
| Jun 30, 2026 | Gilder Gagnon Howe & Co Llc. | $5,319,379 | |
| Jun 30, 2026 | $5,348,143 |
Top Shareholders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Baron Investment Funds Trust (f/k/a Baron Asset Fund) | 935,000 | Institution | 7.26% | 25,207,600 |
| Michael Doak | 775,704 | Insider | 6.02% | 20,912,980 |
| Richard F. Iii Bunch | 683,625 | Insider | 5.31% | 18,430,530 |
| Michelle Caroline Bunch | 683,625 | Insider | 5.31% | 18,430,530 |
| Vanguard Index Funds | 477,732 | Institution | 3.71% | 12,879,655 |
| Vanguard | 449,043 | Institution | 3.49% | 12,106,199 |
| T. Rowe Price Small-cap Value Fund, Inc. | 436,514 | Institution | 3.39% | 11,768,417 |
| Franklin Value Investors Trust | 326,261 | Institution | 2.53% | 8,795,997 |
| Travis Knapp Anderson | 221,180 | Institution | 1.72% | 5,963,013 |
| Fidelity Concord Street Trust | 136,091 | Institution | 1.06% | 3,669,013 |
Top Mutual Fund Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Baron Investment Funds Trust (f/k/a Baron Asset Fund) | 935,000 | Institution | 7.26% | 25,207,600 |
| Vanguard Index Funds | 477,732 | Institution | 3.71% | 12,879,655 |
| T. Rowe Price Small-cap Value Fund, Inc. | 436,514 | Institution | 3.39% | 11,768,417 |
| Franklin Value Investors Trust | 326,261 | Institution | 2.53% | 8,795,997 |
| Fidelity Concord Street Trust | 136,091 | Institution | 1.06% | 3,669,013 |
| Victory Portfolios | 62,300 | Institution | 0.48% | 1,679,608 |
| Dfa Investment Dimensions Group Inc | 38,832 | Institution | 0.30% | 1,046,911 |
| Pace Select Advisors Trust | 29,776 | Institution | 0.23% | 802,761 |
| T. Rowe Price Index Trust, Inc. | 20,961 | Institution | 0.16% | 565,109 |
| Baron Select Funds | 15,000 | Institution | 0.12% | 404,400 |
Top ETF Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Vanguard | 320,652 | Institution | 2.49% | 7,698,855 |
| Vanguard | 128,391 | Institution | 1.00% | 3,082,668 |
| DFA | 45,412 | Institution | 0.35% | 1,232,936 |
| Dimensional | 25,234 | Institution | 0.20% | 676,271 |
| Argent | 17,962 | Institution | 0.14% | 487,668 |
| Baron | 15,500 | Institution | 0.12% | 420,825 |
| Avantis | 14,635 | Institution | 0.11% | 397,340 |
| WisdomTree | 3,234 | Institution | 0.03% | 87,189 |
| American Century | 2,546 | Institution | 0.02% | 69,124 |
| DFA | 2,354 | Institution | 0.02% | 63,911 |
FAQ
Who Owns TWFG, Inc. Class A (TWFG)?
According to the latest TipRanks data, approximately 0.60% of the company's stock is held by institutional investors, 18.30% is held by insiders, and 56.89% is held by retail investors.
What percentage of TWFG, Inc. Class A (TWFG) stock is held by institutional investors?
According to the latest TipRanks data, approximately 0.60% of TWFG, Inc. Class A (TWFG) stock is held by institutional investors.
What percentage of TWFG, Inc. Class A (TWFG) stock is held by retail investors?
According to the latest TipRanks data, approximately 56.89% of TWFG, Inc. Class A (TWFG) stock is held by retail investors.
Who owns the most shares of TWFG, Inc. Class A (TWFG)?
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) owns the most shares of TWFG, Inc. Class A (TWFG).
What is the significance of the ownership structure for a publicly traded company?
The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.