Giverny Capital Inc. Acquires 31,194 Shares of TWFG, Inc. $TWFG

Posted by Geri Gentry on Jun 14th, 2026

Giverny Capital Inc. boosted its holdings in TWFG, Inc. (NASDAQ:TWFG – Free Report) by 10.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 331,511 shares of the company’s stock after purchasing an additional 31,194 shares during the period. Giverny Capital Inc. owned approximately 0.59% of TWFG worth $9,538,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in TWFG. Quantbot Technologies LP lifted its stake in TWFG by 52.5% in the second quarter. Quantbot Technologies LP now owns 4,053 shares of the company’s stock worth $142,000 after purchasing an additional 1,395 shares during the last quarter. Jane Street Group LLC bought a new stake in TWFG in the second quarter worth $1,219,000. Bank of America Corp DE lifted its stake in TWFG by 287.2% in the second quarter. Bank of America Corp DE now owns 50,618 shares of the company’s stock worth $1,772,000 after purchasing an additional 37,546 shares during the last quarter. Bamco Inc. NY raised its stake in shares of TWFG by 3.9% during the second quarter. Bamco Inc. NY now owns 902,061 shares of the company’s stock valued at $31,572,000 after acquiring an additional 34,237 shares during the last quarter. Finally, Boothbay Fund Management LLC raised its stake in shares of TWFG by 225.5% during the second quarter. Boothbay Fund Management LLC now owns 41,334 shares of the company’s stock valued at $1,447,000 after acquiring an additional 28,634 shares during the last quarter.

Insider Activity

In related news, Director Michael Doak purchased 24,880 shares of TWFG stock in a transaction that occurred on Wednesday, May 27th. The shares were bought at an average price of $18.62 per share, for a total transaction of $463,265.60. Following the completion of the transaction, the director directly owned 668,398 shares of the company’s stock, valued at $12,445,570.76. This represents a 3.87% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders have bought a total of 160,852 shares of company stock worth $3,034,663 in the last 90 days. 68.44% of the stock is owned by insiders.

TWFG Stock Performance

Shares of NASDAQ:TWFG opened at $21.56 on Friday. The company has a market cap of $1.17 billion, a price-to-earnings ratio of 39.93 and a beta of 0.46. The company has a 50-day moving average price of $19.14 and a 200-day moving average price of $22.34. The company has a current ratio of 94.71, a quick ratio of 94.71 and a debt-to-equity ratio of 0.01. TWFG, Inc. has a 12 month low of $16.56 and a 12 month high of $36.79.

TWFG (NASDAQ:TWFG – Get Free Report) last announced its quarterly earnings results on Thursday, May 7th. The company reported $0.29 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.20 by $0.09. TWFG had a net margin of 3.04% and a return on equity of 15.96%. The company had revenue of $72.84 million for the quarter, compared to analysts’ expectations of $67.67 million. As a group, equities analysts anticipate that TWFG, Inc. will post 0.97 EPS for the current year.

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. Piper Sandler lowered their price objective on shares of TWFG from $24.00 to $22.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of TWFG in a research note on Monday, May 4th. JPMorgan Chase & Co. lowered their price objective on shares of TWFG from $27.00 to $24.00 and set a “neutral” rating for the company in a research note on Thursday, April 9th. UBS Group lowered their price objective on shares of TWFG from $31.00 to $26.00 and set a “buy” rating for the company in a research note on Tuesday. Finally, Truist Financial set a $23.00 price objective on shares of TWFG in a research note on Monday, June 8th. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $24.86.

Check Out Our Latest Research Report on TWFG

TWFG Company Profile

(Free Report)

TWFG Insurance Services, Inc operates as a property and casualty insurance distribution company that provides personal and commercial insurance solutions through a hybrid model of company-owned branches and franchised offices. The firm offers a broad spectrum of insurance products, including auto, homeowners, renters, umbrella, flood and specialty lines coverage, tailored to meet the needs of individuals, families and businesses. By partnering with multiple insurance carriers, TWFG delivers competitive pricing and customized policy options designed to help clients manage risk and protect their assets.

Founded in 1980 and headquartered in Odessa, Texas, TWFG has expanded its network to serve customers across numerous U.S.