Cross-institution positioning
Jul 28, 2026Strong institutional reduction. 3 reducing across 3 comparable institutions.
Source: Schedule 13 researchTWFG Institutional Ownership
TWFG, Inc.
Latest stored close $25.03 as of Oct 7, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
39/100
4 tracked · 3 comparable
Latest filing
Jul 28, 2026
Positive breadth
1 positive · 3 negative
Recent close
$25.03
Research confidence
Medium
Institutional Research 8/100 · 0 accumulating · 3 reducing / exited
Ownership history
Reported ownership % history
Latest filing Jul 28, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating0
Newly reported1
Reducing / exited
3
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 39/100
Confidence:Medium
Why this signal
- 0 tracked institutions accumulating versus 3 reducing/exited.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Comparable SEC fundamentals are improving.
Conflicting evidence
- Institutions are reducing while comparable SEC fundamentals are improving.
Institutional
26/100
Insiders
50/100
Fundamentals
70/100
Events
50/100
Quarterly 13F activity
Jun 30, 20261 increased/new, 0 reduced/exited, and 1 unchanged across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Jul 17, 2026Recent Forms 3/4/5 activity is available, with no non-amendment non-derivative SEC-coded P/S transactions in the rolling 90-day window. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 13, 20263 non-amendment material events in the last 90 days; 1 capital-related filing/event (0 equity-related, 1 debt-related); Latest classified evidence: Material definitive agreement. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 6, 2026Revenue +45.1% YoY; Net income +21.2% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 77% through its reported 52-week range; +17.5% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Initial Schedule 13G from Franklin Resources.
Filed Jul 28, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Jul 28, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Franklin Resources
Filed Jul 28, 2026
Direction locked
T. Rowe Price Investment Management
Filed Jul 8, 2026
Direction locked
Fidelity / FMR
Filed May 6, 2026
Direction locked
T. Rowe Price Associates
Filed May 14, 2025
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Franklin Resources
Filed Jul 28, 2026
T. Rowe Price Investment Management
Filed Jul 8, 2026
Fidelity / FMR
Filed May 6, 2026
T. Rowe Price Associates
Filed May 14, 2025
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Jul 17, 2026 | Bunch Richard F. III, Bunch Family Holdings, LLC | FTax/price withholding or payment | Class A Common Stock | 17.7K | $26.35 | Direct | Jul 21, 2026 |
| Jul 17, 2026 | Benes Julie E. | FTax/price withholding or payment | Class A Common Stock | 6.2K | $26.35 | Direct | Jul 21, 2026 |
| Jul 17, 2026 | Bunch Charles Alexander | FTax/price withholding or payment | Class A Common Stock | 6.2K | $26.35 | Direct | Jul 21, 2026 |
| Jul 17, 2026 | Nolan Katherine C | FTax/price withholding or payment | Class A Common Stock | 11.6K | $26.35 | Direct | Jul 21, 2026 |
| Jul 17, 2026 | Zwinggi Janice E. | FTax/price withholding or payment | Class A Common Stock | 7.7K | $26.35 | Direct | Jul 21, 2026 |
| Jul 17, 2026 | Bunch Michelle Caroline | FTax/price withholding or payment | Class A Common Stock | 17.7K | $26.35 | Indirect | Jul 21, 2026 |
| Jun 5, 2026 | Bunch Michelle Caroline | GGift · derivative | LLC Units in TWFG Holding | 264.8K | $0.00 | Indirect | Jun 9, 2026 |
| Jun 5, 2026 | Bunch Michelle Caroline | GGift · derivative | LLC Units in TWFG Holding | 264.8K | $0.00 | Indirect | Jun 9, 2026 |
| Jun 5, 2026 | Bunch Michelle Caroline | GGift · derivative | LLC Units in TWFG Holding | 264.8K | $0.00 | Indirect | Jun 9, 2026 |
| Jun 5, 2026 | Bunch Michelle Caroline | GGift · derivative | LLC Units in TWFG Holding | 264.8K | $0.00 | Direct | Jun 9, 2026 |
| Jun 5, 2026 | Bunch Michelle Caroline | GGift · derivative | LLC Units in TWFG Holding | 264.8K | $0.00 | Indirect | Jun 9, 2026 |
| Jun 5, 2026 | Bunch Michelle Caroline | GGift · derivative | LLC Units in TWFG Holding | 264.8K | $0.00 | Direct | Jun 9, 2026 |
| Jun 5, 2026 | Bunch Michelle Caroline | GGift · derivative | LLC Units in TWFG Holding | 529.6K | $0.00 | Indirect | Jun 9, 2026 |
| Jun 5, 2026 | Bunch Michelle Caroline | GGift | Class C Common Stock | 264.8K | $0.00 | Indirect | Jun 9, 2026 |
| Jun 5, 2026 | Bunch Michelle Caroline | GGift | Class C Common Stock | 264.8K | $0.00 | Indirect | Jun 9, 2026 |
| Jun 5, 2026 | Bunch Michelle Caroline | GGift | Class C Common Stock | 264.8K | $0.00 | Indirect | Jun 9, 2026 |
| Jun 5, 2026 | Bunch Michelle Caroline | GGift | Class C Common Stock | 264.8K | $0.00 | Direct | Jun 9, 2026 |
| Jun 5, 2026 | Bunch Michelle Caroline | GGift | Class C Common Stock | 264.8K | $0.00 | Indirect | Jun 9, 2026 |
| Jun 5, 2026 | Bunch Michelle Caroline | GGift | Class C Common Stock | 264.8K | $0.00 | Direct | Jun 9, 2026 |
| Jun 5, 2026 | Bunch Michelle Caroline | GGift | Class C Common Stock | 529.6K | $0.00 | Indirect | Jun 9, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related1
90-day equity-related0
90-day debt-related1
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 13, 2026 | 8-K | 1.01, 2.03, 7.01, 9.01 | Material definitive agreement; New direct financial obligation; Regulation FD disclosure; Financial statements / exhibits | Debt | Filing |
| Aug 5, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jul 24, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| May 28, 2026 | 8-K | 5.07, 9.01 | Shareholder vote results; Financial statements / exhibits | — | Filing |
| May 7, 2026 | 8-K | 2.02 | Results of operations / financial condition | — | Filing |
| Feb 25, 2026 | 8-K | 2.02, 8.01, 9.01 | Results of operations / financial condition; Other event; Financial statements / exhibits | — | Filing |
| Nov 12, 2025 | 8-K | 2.02, 5.02 | Results of operations / financial condition; Director or executive change | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$87.5M
Q2 2026
+45.1% YoY 10-Q filed Aug 6, 2026
Operating income
$17.6M
Q2 2026
+138.9% YoY 10-Q filed Aug 6, 2026
Operating margin
20.1%
Q2 2026
+7.9 pts YoY 10-Q filed Aug 6, 2026
Net income
$2.4M
Q2 2026
+21.2% YoY 10-Q filed Aug 6, 2026
Diluted EPS
$0.18
Q2 2026
+38.5% YoY 10-Q filed Aug 6, 2026
Operating cash flow
$32.5M
YTD through Jun 30, 2026
+28.8% YoY 10-Q filed Aug 6, 2026
Free cash flow
$31.7M
YTD through Jun 30, 2026
+25.9% YoY 10-Q filed Aug 6, 2026
Cash & equivalents
$73.7M
As of Jun 30, 2026
-53.9% YoY 10-Q filed Aug 6, 2026
Long-term debt
$3.0M
As of Jun 30, 2026
-52.6% YoY 10-Q filed Aug 6, 2026
Assets
$358.4M
As of Jun 30, 2026
+4.5% YoY 10-Q filed Aug 6, 2026
Liabilities
$71.3M
As of Jun 30, 2026
+32.4% YoY 10-Q filed Aug 6, 2026
Stockholders’ equity
$46.2M
As of Jun 30, 2026
-41.3% YoY 10-Q filed Aug 6, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $87.5M | +45.1% |
| Ended Mar 31, 2026 | $72.8M | +35.3% |
| Ended Sep 30, 2025 | $64.1M | +21.3% |
| Ended Jun 30, 2025 | $60.3M | +13.8% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $248.5M | +22.0% |
| Ended Dec 31, 2024 | $203.8M | +18.4% |
| Ended Dec 31, 2023 | $172.0M | +11.8% |
| Ended Dec 31, 2022 | $153.9M | — |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$27.96
View live quote ↗
52-week low
$16.56
Feb 19, 2026
52-week high
$31.30
Aug 25, 2026
Below 52-week high
10.7%
1W return
-0.9%
1M return
+4.4%
3M return
+32.3%
6M return
+41.3%
YTD return
-2.8%
1Y return
+17.5%
30-day volatility
46.4%
90-day volatility
46.4%
1Y max drawdown
-41.7%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 20 filing(s) · 17 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Franklin Resources CIK0000038777 | Jun 30, 2026 observed Jul 28, 2026 filed · 28d Initial Schedule 13G | Initial Schedule 13G | 781.9K | 6.00% | $24.05 | $27.60 | $25.03 |
| T. Rowe Price Investment Management CIK0001897612 | Jun 30, 2026 observed Jul 8, 2026 filed · 8d Schedule 13G amendment | Reported reduction | 753.7K -1.3M | 12.00% -2.00 pts | $24.05 | $26.10 | $25.03 |
| T. Rowe Price Investment Management CIK0001897612 | Mar 31, 2026 observed May 15, 2026 filed · 45d Schedule 13G amendment | Reported reduction | 2.1M -728.9K | 14.00% -4.80 pts | $18.39 | $18.16 | $25.03 |
Explore more institutional activity
Related research
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