W
WAVEMAN · COMPANY
TWFG · Twfg, Inc.
> Ask across nine datasets ⌘K
LIVE
TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
← ALL COMPANIES

TWFG

TWFG, Inc.
INSURANCE · INSURANCE AGENTS, BROKERS & SERVICE · CIK 0002007596
SEC FILINGS☆ WATCH
INSIDER NET · 180D
$3.4M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
1
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
47
13F, latest reported quarter
REVENUE GROWTH
+22.0%
XBRL, annual
NET MARGIN
16.6%
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net +$3.4M over 180 days
more than 97% of Insurance
CONGRESS
no member of Congress has reported trading it
FUNDS
47 funds added or opened last quarter
below 81% of Insurance
REVENUE
+22.0% year over year
more than 71% of Insurance
MARGIN
16.6% net margin
more than 65% of Insurance
BUYBACKS
$42.9M repurchased, FY to 2026-06-30
below 76% of Insurance
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
47 funds added or opened positions in the latest 13F quarter, of 83 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +8.6%
+8.6%12M
-36%-18%-1%+17%2025-092025-102025-122026-032026-052026-072026-09 2026-05-27 · DOAK MICHAEL bought $463.3K2026-06-03 · DOAK MICHAEL bought $428.1K2026-05-21 · DOAK MICHAEL bought $324.8K2026-06-01 · DOAK MICHAEL bought $318.9K2026-06-02 · DOAK MICHAEL bought $317.6K2026-05-20 · DOAK MICHAEL bought $295.8K2026-05-29 · DOAK MICHAEL bought $213.8K2026-05-26 · DOAK MICHAEL bought $211.5K2026-06-04 · DOAK MICHAEL bought $210.0K2026-05-22 · DOAK MICHAEL bought $207.8K2026-05-28 · DOAK MICHAEL bought $207.6K2026-06-05 · DOAK MICHAEL bought $153.0K
INSIDER BUY
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders are net buyers of their own stock.
The record shows a net $3.4M bought by insiders over 180 days, 47 funds added last quarter. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
GSHDDGICAPLMRALHCCRVLHGTYKNSLTRVAFLMKLGLOSCR
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, TWFG, Inc. insiders bought a net $3.4M of stock across 25 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
DOAK MICHAEL
Director
BUY
2026-06-05
7,865.0
$153.0K
DOAK MICHAEL
Director
BUY
2026-06-04
11,000.0
$210.0K
DOAK MICHAEL
Director
BUY
2026-06-03
22,994.0
$428.1K
DOAK MICHAEL
Director
BUY
2026-06-02
16,500.0
$317.6K
DOAK MICHAEL
Director
BUY
2026-06-01
16,500.0
$318.9K
25 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 20 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BAMCO INC /NY/
1,135,091.0 sh
$27.3M
FRANKLIN RESOURCES INC
781,912.0 sh
$18.8M
Giverny Capital Inc.
652,452.0 sh
$15.7M
Central Securities Corp
500,000.0 sh
$12.0M
VANGUARD CAPITAL MANAGEMENT LLC
489,244.0 sh
$11.8M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
FORM 144
No planned-sale notices
No insider has notified an intent to sell. This is the panel to watch after a run-up.
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Small-Cap Value Series
$4.1M POSITION · AS OF 2026-02-28
1.1%
BARON DISCOVERY FUND
$17.2M POSITION · AS OF 2026-03-31
1.1%
Baron Financials ETF
$301.6K POSITION · AS OF 2026-03-31
0.7%
Victory RS Small Cap Growth Fund
$1.3M POSITION · AS OF 2026-03-31
0.4%
PACE Small/Medium Co Growth Equity Investments
$597.1K POSITION · AS OF 2026-04-30
0.2%
Emerald Finance & Banking Innovation Fund
$91.0K POSITION · AS OF 2026-04-30
0.2%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$248.5M$203.8M$172.0M$153.9M
OPERATING INCOME$37.0M$27.9M$25.4M$23.7M
NET INCOME$41.2M$2.7M$0$0
EPS (DILUTED)0.530.19——
OPERATING CASH FLOW$53.5M$40.5M$30.2M$25.8M
CASH$155.9M$195.8M$39.3M$22.3M
LONG-TERM DEBT$2.0M$4.0M$48.0M—
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
W WAVEMAN

Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
PRODUCT
DeskBacktester CompaniesAccount
SUPPORT
FAQMethodology Contact
LEGAL
TermsPrivacy Accessibility
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →