TWFG, Inc.(TWFG)— Stock Profile, AI Score & Financials

Financials · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated 2026-06-30.

TWFG, Inc. (TWFG) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores TWFG at 57.9/100 on a 32-signal composite quality model, placing it at rank #1,062 of 2,961 stocks — the top half of the AI-ranked universe. TWFG scores in the top quartile across earnings quality (87.4), revenue growth (83.7). Areas of concern include institutional flow (2.8) and revenue scale (29.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 41.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), TWFG, Inc. reports quarterly revenue of $87.5M, net income of $2.4M, an operating margin of 20.1%. Top institutional holders of TWFG by reported 13-F value include BAMCO, FRANKLIN RESOURCES, T. Rowe Price Investment Management, based on the most recent SEC filings. TWFG trades on the Nasdaq exchange and files with the SEC under CIK 2007596. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TWFG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TWFG, Inc. directly from SEC EDGAR.