OakChart

TWFG Inc

TWFGFinancial·Insurance Brokers·USA·Small·NASD·Nov 11 • 11:02 AM ET

26.63-0.46 (-1.70%)
2026-11-11 17:03 CET
Market cap
349.67 USD m
Revenue, TTM
309.06 USD m
Net income, TTM
7.96 USD m
Free cash flow, TTM
55.21 USD m
EPS diluted, TTM
0.57
P/E
46.98
Compare

Price

TWFG against its 20, 50 and 200-day averages
2050200beatmiss
20.0025.0030.00473K947KMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26TWFGclose 26.6320-day 27.3550-day 26.47200-day 23.1926.6352w high

15.2% under the 52-week high of 31.42 on 5 Nov 2026. 52-week low 16.56 on 19 Feb 2026. Last 15 sessions, 21.6% high to low

Profile

TWFG
52-week range, 68% of the way up
16.5631.42

TWFG, Inc. engages in the provision of personal and commercial insurance products. Its products primarily consist of personal and commercial lines, including auto, home, renters, life, health, motorcycle, umbrella, boat, recreational vehicles, flood, wind, event, luxury items, general liability, property, business auto, worker's compensation, business owner policy, professional liability, commercial bonds, and group benefits. The company was founded by Richard F. Bunch III in 2001 and is headquartered in The Woodlands, TX.

Employees400
IPOJul 18, 2024
Beta0.19
ATR, 14d1.55
Rel volume0.52
Short float9.15%
Insider own13.40%
Inst own75.52%

Snapshot

6 groups

Valuation

Index-
Market Cap1.44B
Enterprise Value1.60B
Income7.96M
Sales309.06M
Book/sh3.67
Cash/sh1.77
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout0.00%
Employees400
IPOJul 18, 2024

Ratios

P/E46.98
Forward P/E22.04
PEG1.41
P/S4.66
P/B7.25
P/C15.05
P/FCF26.08
EV/EBITDA20.19
EV/Sales5.17
Quick Ratio2.81
Current Ratio2.81
Debt/Eq0.15
LT Debt/Eq0.08
Option/ShortNo / Yes

Earnings

EPS (ttm)0.57
EPS next Y1.21
EPS next Q0.24
EPS this Y35.98%
EPS next Y0.98%
EPS next 5Y15.67%
EPS past 3/5Y-27.46% -
Sales past 3/5Y17.31% -
EPS Y/Y TTM28.03%
Sales Y/Y TTM34.50%
EPS Q/Q-21.29%
Sales Q/Q24.71%
EarningsNov 04 AMC
EPS/Sales Surpr.6.99% 0.55%

Ownership

Insider Own13.40%
Insider Trans2.51%
Inst Own75.52%
Inst Trans-13.57%
ROA2.24%
ROE12.55%
ROIC15.55%
Gross Margin41.49%
Oper. Margin17.02%
Profit Margin2.57%
SMA20-2.64%
SMA500.60%
SMA20014.83%
Trades-

Technical

Shs Outstand12.91M
Shs Float11.18M
Short Float9.15%
Short Ratio5.93
Short Interest1.02M
52W High31.42 -15.24%
52W Low16.56 60.81%
Volatility7.95% 5.87%
ATR (14)1.55
RSI (14)47.33
Beta0.19
Rel Volume0.52
Avg Volume172.44K
Volume24,672

Performance

Perf Week-9.97%
Perf Month9.77%
Perf Quarter-1.08%
Perf Half Y40.90%
Perf YTD-7.44%
Perf Year2.31%
Perf 3Y-
Perf 5Y-
Perf 10Y-
Recom1.67
Target Price31.71
Prev Close27.09
Price26.63
Change %-1.70%

Analyst ratings

latest 10 of 11
DateActionAnalystRating changeTargetImplied
Aug 19, 2026UpgradeMMorgan StanleyEqual-Weight → Overweight$30+12.7%
Nov 25, 2025ResumedRRBC Capital MktsOutperform$33+23.9%
Jan 03, 2025DowngradeJJP MorganOverweight → Neutral$30 → $33+23.9%
Aug 21, 2024InitiatedWWilliam BlairOutperform
Aug 12, 2024InitiatedUUBSBuy$29+8.9%
Aug 12, 2024InitiatedRRBC Capital MktsOutperform$29+8.9%
Aug 12, 2024InitiatedPPiper SandlerOverweight$27+1.4%
Aug 12, 2024InitiatedMMorgan StanleyEqual-Weight$23-13.6%
Aug 12, 2024InitiatedKKeefe BruyetteMkt Perform$27+1.4%
Aug 12, 2024InitiatedJJP MorganOverweight$26.50-0.5%

Peers

Mkt cap
TickerCompanyMkt cap
GSHDGoosehead Insurance Inc1.60B
BWINBaldwin Insurance Group Inc4.49B
BROBrown & Brown Inc23.34B
AJGArthur J. Gallagher & Co71.14B
NPNeptune Insurance Holdings Inc3.89B
RYANRyan Specialty Holdings Inc11.66B
MRSHMarsh97.35B
ARXAccelerant Holdings4.32B
LIFEEthos Technologies Inc2.43B
ERIEErie Indemnity Co12.57B

Insider trading

12 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
DOAK MICHAELDirectorJun 05 '26Buy19.457,865152,974765,587Jun 08 06:01 PM
DOAK MICHAELDirectorJun 03 '26Buy18.6222,994428,148746,722Jun 04 06:30 PM
DOAK MICHAELDirectorJun 04 '26Buy19.0911,000209,990757,722Jun 04 06:30 PM
DOAK MICHAELDirectorJun 01 '26Buy19.3316,500318,945707,228Jun 02 05:01 PM
DOAK MICHAELDirectorJun 02 '26Buy19.2516,500317,625723,728Jun 02 05:01 PM
DOAK MICHAELDirectorMay 29 '26Buy18.8711,330213,797690,728May 29 05:08 PM
DOAK MICHAELDirectorMay 28 '26Buy18.8711,000207,570679,398May 29 05:08 PM
DOAK MICHAELDirectorMay 27 '26Buy18.6224,880463,266668,398May 27 06:18 PM
DOAK MICHAELDirectorMay 26 '26Buy19.2311,000211,530643,518May 27 06:18 PM
DOAK MICHAELDirectorMay 22 '26Buy18.8911,000207,790632,518May 27 06:18 PM
DOAK MICHAELDirectorMay 21 '26Buy18.5217,538324,804621,518May 22 06:06 PM
DOAK MICHAELDirectorMay 20 '26Buy18.7915,745295,849603,980May 22 06:06 PM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
VXFVanguard Extended Market Index ETFAUM: 30.47B
DFASU.S. Small Cap Portfolio-ETF Class Shares-
DFMCU.S. Micro Cap Portfolio ETF Class Shares-
ALILArgent Focused Small Cap ETFAUM: 21.15M
BCFNBaron Financials ETFAUM: 47.27M
AVSCAvantis U.S Small Cap Equity ETFAUM: 3.23B
EESWisdomTree U.S. SmallCap FundAUM: 684.87M
DUSGU.S. Small Cap Growth Portfolio ETF Class Shares-
ACSGAmerican Century Small Cap Growth Insights ETFAUM: 53.23M

News

latest 14 of 160
  • TWFG Beats And Raises Its Guidance Floors, But Q3 Shows The Florida-Fueled Surge Fading (Earnings Whispers)
  • TWFG Announces Third Quarter 2026 Results (GlobeNewswire)
  • TWFG's Florida Windfall Meets Its First Tough Comparison As Q3 Tests Raised Guidance (Earnings Whispers) -6.13%
  • CORRECTION - TWFG, Inc. To Announce Third Quarter 2026 Financial Results on Wednesday, November 4, 2026 (GlobeNewswire)
  • TWFG, Inc. To Announce Third Quarter 2026 Financial Results on Wednesday, November 4, 2026 (GlobeNewswire)
  • Loading…
  • TWFG Expands Credit Facility to $125 Million, Enhancing Capacity for Continued Growth and Strategic Investments (GlobeNewswire)
  • TWFG Inc (TWFG) (Q2 2026) Earnings Call Highlights: Revenue Soars 45% on MGA Strength, Guidance ... (GuruFocus.com)
  • TWFG Announces Second Quarter 2026 Results (GlobeNewswire)
  • What To Expect From TWFG Inc (TWFG) Q2 2026 Earnings (GuruFocus.com)
  • TWFG Inc (TWFG) Q2 2026 Earnings Report Preview: What To Expect (GuruFocus.com)
  • TWFG, Inc. Announces Earlier Call Time for Upcoming Second Quarter 2026 Financial Results on Thursday, August 6, 2026 (GlobeNewswire) -5.45%
  • TWFG, Inc. To Announce Second Quarter 2026 Financial Results on Wednesday, August 5, 2026 (GlobeNewswire)
  • TWFG Marks 25th Anniversary with Record-Breaking National Agent Convention (GlobeNewswire)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-11-040.2800.2620.09079.9279.489
2026Q22026-08-050.3800.2570.18187.5177.349
2026Q12026-05-070.2900.2030.11972.8467.679
2025Q42026-02-250.3000.1910.17768.8362.929
2025Q32025-11-120.2300.1820.11564.1264.098
2025Q22025-08-120.2000.1720.13060.3163.328
2025Q12025-05-130.1600.1460.09053.8253.797
2024Q42025-03-190.1900.1080.10851.7449.249
2024Q32024-11-130.1500.1560.07854.6453.729
2024Q22024-08-2714.8940.1410.46753.2752.745
2024Q12024-05-291.921-0.44846.31--
2026Q4--0.244--75.829
2027Q1--0.272--85.265
2027Q2--0.341--101.745
2027Q3--0.329--93.435
2027Q4--0.290--88.695

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2024FY0.5900.5680.185203.76203.49
2025FY0.8800.7890.510247.08241.37
2026FY-1.197--317.15
2027FY-1.208--370.38
2028FY-1.362--430.86

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-11-0963275.8272.8778.20
2026Q4S2026-11-0562274.8967.3278.20
2026Q4S2026-11-0461074.5767.3279.50
2026Q4S2026-11-0161074.5767.3279.50
2026Q4S2026-10-2462074.5767.3279.50
2026Q4S2026-10-2162174.5767.3279.50
2026Q4S2026-10-2062274.5267.3279.50
2026Q4S2026-09-2861373.9067.3279.50
2026Q4S2026-09-2361373.8667.3279.50
2026Q4S2026-08-1862373.8667.3279.50
2026Q4S2026-08-1061373.4267.3279.50
2026Q4S2026-08-0761273.6667.3279.50
2026Q4S2026-08-0661174.3171.0079.50
2026Q4S2026-07-2261075.0371.2079.50

Estimate history

EPS, annual1.39200.1850.5310.5668
Period2022202320242025TTM
EPS, quarterly0.0780.1080.090.130.1150.1770.1190.1810.09
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual153.831171.634203.439248.331309.06
Period2022202320242025TTM
Sales, quarterly54.5651.6853.7760.2664.07968.79272.84187.51179.916
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual14.81214.81214.81215.02912.908
Period2022202320242025MRQ
Shares, quarterly14.81214.81214.90414.90415.00515.02914.17712.79712.908
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY
Total Revenue309.06248.33203.44171.63153.83
Total Expenses256.46211.24175.84146.65130.16
Operating Income52.6037.1027.6024.9823.67
Unusual Expense0.240.290.000.000.00
Net Income Before Taxes57.3844.4530.0925.2623.35
Income Taxes3.693.281.500.000.00
Consolidated Net Income53.6941.1728.5925.2623.35
Net Income From Continuing Operations7.967.962.75-0.8323.35
Net Income7.967.962.750.0020.61
EPS (Recurring)0.630.540.190.001.39
EPS (Basic, Before Extraordinaries)0.570.530.190.001.39
EPS (Diluted)0.570.530.190.001.39
Non-Operating Income (Expense)5.297.754.380.87-0.02
Other After Tax Adjustments0.000.000.000.000.00
Stock Option Compensation Expense2.833.621.750.00-
Price To Earnings Ratio47.7947.7922.9121.66-
Price To Sales Ratio1.011.752.24--
Gross Margin41.4938.8436.0529.0929.65
Operating Margin17.0214.9413.5714.5615.39
Net Margin2.573.211.350.0013.40
Shares Outstanding12.9115.0314.8114.8114.81
Market Capitalization349.67349.671,724.291,630.79-

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Total Revenue79.9287.5172.8468.7964.0860.2653.7751.68
Total Expenses70.8969.9260.4955.1655.0952.9548.0944.61
Operating Income9.0317.5912.3513.638.997.325.687.07
Unusual Expense0.000.000.000.240.000.000.000.00
Net Income Before Taxes9.6018.2814.2115.2910.609.627.519.21
Income Taxes0.601.031.130.930.980.620.661.06
Consolidated Net Income9.0017.2513.0814.369.629.006.858.15
Net Income From Continuing Operations1.172.371.762.651.721.961.341.59
Net Income1.172.371.762.651.721.961.341.59
EPS (Recurring)0.090.180.120.190.110.130.090.11
EPS (Basic, Before Extraordinaries)0.090.180.120.180.110.130.090.11
EPS (Diluted)0.090.180.120.180.110.130.090.11
Non-Operating Income (Expense)0.650.751.921.961.632.331.862.17
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense0.540.920.680.690.781.200.950.95
Price To Earnings Ratio47.7944.5048.1565.0667.6747.1628.1022.91
Price To Sales Ratio1.011.071.031.751.808.942.182.22
Gross Margin38.2043.3740.6943.7737.6336.8534.5938.14
Operating Margin11.3020.1016.9619.8114.0312.1410.5613.68
Net Margin1.472.712.413.862.693.252.493.08
Shares Outstanding12.9112.8014.1815.0315.0114.9014.9014.81
Market Capitalization349.67312.58276.38432.38411.75521.64460.691,724.29

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY
Cash & Short Term Investments167.90205.3246.4730.26
Short Term Receivables44.7934.9125.0620.64
Investment Securities0.000.000.000.00
Securities In Custody0.000.000.000.00
Investments0.100.300.500.80
Investment in Unconsolidated Affiliates0.000.000.000.00
Net Property, Plant & Equipment7.507.993.062.92
Other Intangible Assets152.0574.9140.3559.53
Total Assets372.33323.43115.44114.15
Total Debt8.2210.3051.7613.31
Long Term Debt4.937.3848.4410.04
Provision for Risks Charges0.000.000.000.00
Other Liabilities47.4637.8432.6343.06
Total Liabilities55.6948.1484.3956.37
Preferred Stock - Carrying Value0.000.000.000.00
Common Equity83.3873.8831.0557.79
Total Shareholders Equity83.3873.8831.0557.79
Accumulated Minority Interest233.27201.400.000.00
Total Equity316.65275.2931.0557.79
Total Liabilities & Stockholders Equity372.33323.43115.44114.15
Book Value Per Share5.554.992.103.90
Tangible Book Value Per Share-3.680.06-0.362.46
Full-Time Employees400293193-
Price to Book Ratio7.376.426.07-
Return on Assets2.291.25-0.73-
Return on Equity10.135.23-1.88-
Return on Invested Capital9.023.380.0030.39
Quick Ratio5.126.102.151.91
Current Ratio5.126.102.151.91

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY
Funds from Operations85.3764.3243.8831.5929.99
Extraordinary Item0.000.000.000.000.00
Changes in Working Capital-28.97-10.82-3.40-1.44-4.24
Cash from Operating Activities56.4053.5040.4830.1525.75
Capital Expenditures-64.56-62.27-25.05-15.65-12.28
Net Assets From Acquisitions0.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.050.000.000.04
Purchase or Sale of Investments0.000.000.000.000.00
Purchase of Investments0.000.000.000.000.00
Sale Or Maturity of Investments0.000.000.000.000.00
Other Uses0.00-10.000.000.00-5.09
Other Sources2.241.840.000.992.82
Cash from Investing Activities-62.32-70.38-25.05-14.65-14.50
Cash Dividends Paid0.000.000.000.000.00
Change in Capital Stock-43.30-0.45-0.04-0.800.00
Repurchase of Common Pref Stock-42.860.000.000.000.00
Sale of Common Pref Stock-0.45-0.45-0.04-0.800.00
Proceedsfrom Stock Options-0.45-0.45-0.04-0.800.00
Issuance or Reduction of Debt, Net-1.96-1.91-43.4438.36-2.56
Change in Long Term Debt-1.96-1.91-43.4438.36-2.56
Issuance of Long Term Debt---41.00-
Reduction of Long Term Debt-1.96-1.91-43.44-2.64-2.56
Net Financing Active Other Cash Flow-15.70-18.19186.91-47.26-12.71
Other Financing Activities Uses-26.22-21.09-11.40-47.47-20.56
Cash from Financing Activities-60.96-20.55143.43-9.70-15.26
Net Change in Cash-66.88-37.42158.855.80-4.01
Free Cash Flow55.2153.1537.2829.8913.59
Preferred Dividends (Cash Flow)-0.000.000.000.00
Price to Free Cash Flow5.658.1712.24--

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Cash & Short Term Investments95.6792.75143.65167.90162.54171.00
Short Term Receivables64.4761.0744.5544.7935.7034.59
Investments0.000.000.000.100.000.00
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Net Property, Plant & Equipment7.958.457.517.507.727.64
Other Intangible Assets192.11196.08175.47152.05143.21129.62
Total Assets360.20358.35371.18372.33349.17342.85
Total Debt6.947.647.568.229.029.33
Long Term Debt3.744.414.354.935.676.04
Provision for Risks Charges0.000.000.000.000.000.00
Other Liabilities60.0363.6857.1947.4644.4144.55
Total Liabilities66.9771.3364.7455.6953.4353.88
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity47.4346.1569.1883.3879.3678.67
Total Shareholders Equity47.4346.1569.1883.3879.3678.67
Accumulated Minority Interest245.80240.88237.25233.27216.38210.30
Total Equity293.23287.03306.43316.65295.75288.97
Total Liabilities & Stockholders Equity360.20358.35371.18372.33349.17342.85
Book Value Per Share3.673.614.885.555.295.28
Tangible Book Value Per Share-9.86-10.36-6.52-3.68-3.33-3.17
Full-Time Employees---400--
Price to Book Ratio7.374.933.315.445.206.94
Return on Assets2.242.432.312.212.002.42
Return on Equity12.5513.6311.219.768.798.26
Return on Invested Capital2.294.692.393.012.032.31
Quick Ratio2.812.563.425.124.684.59
Current Ratio2.812.563.425.124.684.59

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations17.5125.9019.7722.1916.2314.17
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-6.93-16.082.95-8.90-1.28-4.56
Cash from Operating Activities10.589.8222.7213.2914.959.62
Capital Expenditures-2.62-24.99-29.04-7.90-7.08-36.12
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses-0.000.000.000.000.040.01
Purchase or Sale of Investments0.000.000.000.000.000.00
Purchase of Investments0.000.000.000.000.000.00
Sale Or Maturity of Investments0.000.000.000.000.000.00
Other Uses0.000.000.000.00-10.000.00
Other Sources0.270.000.701.270.000.57
Cash from Investing Activities-2.36-24.99-28.34-6.63-17.04-35.54
Cash Dividends Paid0.000.000.000.000.000.00
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock0.00-26.30-16.56-0.450.000.00
Repurchase of Common Pref Stock0.00-26.30-16.560.000.000.00
Sale of Common Pref Stock0.000.000.00-0.450.000.00
Proceedsfrom Stock Options0.000.000.00-0.450.000.00
Issuance or Reduction of Debt, Net-0.49-0.49-0.49-0.48-0.48-0.48
Change in Long Term Debt-0.49-0.49-0.49-0.48-0.48-0.48
Reduction of Long Term Debt-0.49-0.49-0.49-0.48-0.48-0.48
Net Financing Active Other Cash Flow-4.81-8.93-1.59-0.37-5.89-10.88
Other Financing Activities Uses-4.83-12.98-8.510.10-3.64-13.04
Cash from Financing Activities-5.31-35.72-18.63-1.30-6.37-11.35
Net Change in Cash2.92-50.90-24.255.36-8.46-37.28
Free Cash Flow10.419.3122.4313.0614.889.57
Price to Free Cash Flow5.655.284.578.135.9329.59

Revenue breakdown

Branch Fees2024: 4.74M 2025: 5.28M
Commission Income2024: 183.16M 2025: 220.97M
Contingent Income2024: 8.72M 2025: 13.11M
License2024: 1.90M 2025: 2.72M
Policy Fees2024: 3.54M 2025: 4.39M
Product and Service, Other2024: 1.32M 2025: 1.44M
TPA Fees2024: 393.00K 2025: 605.00K
United States2024: 203.76M 2025: 248.51M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-309.17%1.0M11.2M165.71K
2026-10-158.27%0.9M11.2M157.92K
2026-09-307.49%0.8M11.2M157.07K
2026-09-156.57%0.7M11.2M156.57K
2026-08-315.44%0.6M11.2M182.13K
2026-08-144.84%0.5M11.2M184.52K
2026-07-314.79%0.5M11.3M212.86K
2026-07-154.01%0.5M11.2M229.42K
2026-06-304.12%0.5M11.2M257.32K
2026-06-154.31%0.5M11.2M279.36K
2026-05-294.33%0.5M11.4M272.85K
2026-05-154.93%0.6M11.5M294.76K
2026-04-304.27%0.5M12.7M278.31K
2026-04-154.52%0.6M13.4M252.49K
2026-03-314.52%0.6M13.5M219.60K
2026-03-133.82%0.5M13.5M168.86K
2026-02-273.54%0.5M13.5M137.29K
2026-02-134.65%0.6M13.5M102.06K
2026-01-303.59%0.5M13.5M82.84K
2026-01-153.05%0.4M13.5M84.86K

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-104Statement of changes in beneficial ownership of securities2026-11-09SEC
2026-11-0510-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-11-048-KCurrent report2026-11-04SEC
2026-08-14SCHEDULE 13G/ASEC
2026-08-14SCHEDULE 13G/ASEC
2026-08-138-KCurrent report2026-08-12SEC
2026-08-12SCHEDULE 13G/ASEC
2026-08-0610-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-08-058-KCurrent report2026-08-05SEC
2026-07-28SCHEDULE 13GSEC
2026-07-248-KCurrent report2026-07-21SEC
2026-07-214Statement of changes in beneficial ownership of securities2026-07-17SEC
2026-07-214Statement of changes in beneficial ownership of securities2026-07-17SEC
2026-07-214Statement of changes in beneficial ownership of securities2026-07-17SEC
2026-07-214Statement of changes in beneficial ownership of securities2026-07-17SEC
2026-07-214Statement of changes in beneficial ownership of securities2026-07-17SEC
2026-07-214Statement of changes in beneficial ownership of securities2026-07-17SEC
2026-07-08SCHEDULE 13G/ASEC
2026-06-094Statement of changes in beneficial ownership of securities2026-06-05SEC
2026-06-094Statement of changes in beneficial ownership of securities2026-06-05SEC
2026-06-084Statement of changes in beneficial ownership of securities2026-06-05SEC
2026-06-044Statement of changes in beneficial ownership of securities2026-06-03SEC
2026-06-024Statement of changes in beneficial ownership of securities2026-06-01SEC
2026-05-294Statement of changes in beneficial ownership of securities2026-05-28SEC
2026-05-288-KCurrent report2026-05-28SEC
2026-05-274Statement of changes in beneficial ownership of securities2026-05-22SEC
2026-05-224Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-18SCHEDULE 13G/ASEC
2026-05-15SCHEDULE 13G/ASEC
2026-05-15SCHEDULE 13G/ASEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-061.43M500
2026-051.92M700
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
BAMCO INC /NY/8.73%
FRANKLIN RESOURCES INC6.02%
T. Rowe Price Investment Management, Inc.5.80%
Giverny Capital Inc.5.02%
CENTRAL SECURITIES CORP3.88%
VANGUARD CAPITAL MANAGEMENT LLC3.76%
MARSHALL WACE, LLP3.14%
TWO SIGMA INVESTMENTS, LP2.86%
JANE STREET GROUP, LLC2.72%
RIVERBRIDGE PARTNERS LLC2.70%

Funds

Fund% owned
BARON DISCOVERY FUND7.19%
Central Securities Corporation3.85%
T. Rowe Price Small-Cap Value Fund, Inc.3.36%
Franklin Small Cap Value Fund2.51%
VANGUARD TOTAL STOCK MARKET INDEX FUND2.47%
Franklin Small Cap Value VIP Fund1.81%
VANGUARD EXTENDED MARKET INDEX FUND1.21%
Fidelity Extended Market Index Fund0.51%
Victory RS Partners Fund0.48%
SA Franklin Small Company Value Portfolio0.42%

OakChart. TWFG. Cached 15 minutes.