TWFG (TWFG) Institutional Ownership: 83.22% (As of Aug. 03, 2026)

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TWFG TWFG Inc TWFG
21 GF Score
Price $26.80
! 2 Warning Signs
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What is TWFG Institutional Ownership?

TWFG TWFG -0.30% 21 Institutional Ownership is 83.22% as of Aug. 03, 2026. GuruFocus rates TWFG with a GF Score™ of 21/100. The stock has 2 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, TWFG's institutional ownership is 83.22%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, TWFG's Insider Ownership is 2.43%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, TWFG's Float Percentage Of Total Shares Outstanding is 62.44%.

TWFG Institutional Ownership Historical Data

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The historical data trend for TWFG's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

TWFG Institutional Ownership Chart

TWFG Historical Data

The historical data trend for TWFG can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 77.99 79.78 79.06 80.16 79.53 73.42 62.61 54.71 59.70 47.36
TWFG
21GF Score
TWFG Inc TWFG
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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TWFG Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 83.22% mean?
TWFG (TWFG) has a Institutional Ownership of 83.22% as of Aug. 03, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on TWFG and its competitors.
Is TWFG's Institutional Ownership too high?
TWFG's current Institutional Ownership is 83.22%. Overall, TWFG has a GF Score™ of 21/100, reflecting its overall financial health beyond just this single metric.
How does TWFG's Institutional Ownership compare to AIFU and CRD.A?
TWFG's Institutional Ownership of 83.22% can be compared against companies in the Insurance industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Insurance company?
A good Institutional Ownership depends on the Insurance industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on TWFG and its competitors. TWFG's current Institutional Ownership is 83.22%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is TWFG stock overvalued right now?
TWFG (TWFG) has a current Institutional Ownership of 83.22%. The current Institutional Ownership is 83.22%. TWFG's overall GF Score™ is 21/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For TWFG (TWFG), the current Institutional Ownership is 83.22% as of Aug. 03, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

TWFG Business Description

Address 10055 Grogans Mill Road, Suite 500, The Woodlands, TX, USA, 77380
TWFG Inc is an independent distribution platform for personal and commercial insurance in the United States. It offers all lines of insurance, multiple distribution contract options, M&A services, proprietary virtual assistants, proprietary technology, proprietary premium financing, unlimited continuing education, recognition programs, co-op funding, marketing support and overall lower costs to operate.
21GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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