Ferracone Robin ADirectorGrant or award · Mar 31, 2026
Wong Janet S.DirectorGrant or award · Mar 31, 2026
Anderson Jonathan JamesDirectorGrant or award · Mar 31, 2026
About TWFG, Inc. (TWFG): stock profile, AI score and financials
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 56.9/100 on a composite quality score built from its SEC filings, placing it at rank #1,123 of 2,925 stocks — the top half of the AI-ranked universe. TWFG scores in the top quartile across revenue growth (85.5), balance sheet strength (81.8), earnings quality (80.0). Areas of concern include institutional flow (1.7) and revenue scale (29.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 40.5/100, 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.