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TWFG, Inc. (TWFG)

Insurance Agents, Brokers & Service

Latest Price
$27.05
TTM P/E
44.34
Normalized P/E
2.98
Div Yield
--
Book Value
3.30
P/B Ratio
8.21

Valuation metrics

adjust assumptions →
EPS: $0.53
Book value / share: $5.52
Formula: √(22.5 × EPS × BVPS)
Graham Number
$8.11
70% downside
EPS: $0.53
Target P/E:
Formula: EPS × P/E
P/E Fair Value
$1.59
94% downside

Institutional Ownership

62.4% held by institutions
InstitutionSharesValueOwnership %ChangeFiling Date
BAMCO INC /NY/1.14M$27.0M8.11%-82026-06-30
FRANKLIN RESOURCES INC781.9K$18.0M5.58%+771.9K2026-06-30
T. Rowe Price Investment Management, Inc.753.7K$18.0M5.38%-1.35M2026-06-30
Giverny Capital Inc.652.5K$15.0M4.66%+100.3K2026-06-30
Central Securities Corp500.0K$12.0M3.57%--2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC489.2K$11.0M3.49%-81.3K2026-06-30
MARSHALL WACE, LLP408.7K$9.0M2.92%+141.9K2026-06-30
TWO SIGMA INVESTMENTS, LP372.4K$8.0M2.66%--2026-06-30
JANE STREET GROUP, LLC353.2K$8.0M2.52%+184.2K2026-06-30
BlackRock, Inc.222.4K$5.0M1.59%+35.0K2026-06-30
View all institutional holders →