TWFG, Inc. priced its initial public offering at $17.00 a share, to list on the Nasdaq Global Select Market under the symbol TWFG. It has a Form S-1 registration statement on file for an initial public offering. As of November 6, 2026, its final prospectus is on file (Form 424B4, July 19, 2024).
Sell to companies like TWFG, Inc? Enter your website and see 10 with a filed reason to buy from you this month. Free.
Opens in a new tab. No signup.
Key facts
TWFG, Inc. has a Form S-1 registration statement on file for an initial public offering; the original was filed before the period this page covers, and the earliest filing here is an amendment filed on 2024-07-09. Amendments on record here: 2. It filed its final prospectus on 2024-07-19, at a public offering price of $17.00 per share. Each fact below is quoted from the filing named with it.
Also on the record for TWFG, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| August 14, 2026 | Stake report, Schedule 13G/A, by Baron Capital Group, Inc. | 8.73% of the class | 5%+ stakes | Source |
| August 14, 2026 | Stake report, Schedule 13G/A, by Richard F. Bunch III | 0.7% of the class | 5%+ stakes | Source |
| August 12, 2026 | Stake report, Schedule 13G/A, by Capital International Investors | — | 5%+ stakes | Source |
| July 28, 2026 | Stake report, Schedule 13G, by Franklin Resources, Inc. | 6% of the class | 5%+ stakes | Source |
| July 8, 2026 | Stake report, Schedule 13G/A, by T. Rowe Price Investment Management, Inc. | 5.8% of the class | 5%+ stakes | Source |
| May 18, 2026 | Stake report, Schedule 13G/A, by AllianceBernstein L.P. | — | 5%+ stakes | Source |
| May 15, 2026 | Stake report, Schedule 13G/A, by Baron Capital Group, Inc. | 7.55% of the class | 5%+ stakes | Source |
| May 15, 2026 | Stake report, Schedule 13G/A, by T. Rowe Price Investment Management, Inc. | 14% of the class | 5%+ stakes | Source |
| May 6, 2026 | Stake report, Schedule 13G/A, by FMR LLC | 1% of the class | 5%+ stakes | Source |
| February 13, 2026 | Stake report, Schedule 13G, by Capital International Investors | 6.4% of the class | 5%+ stakes | Source |
| November 14, 2025 | Stake report, Schedule 13G/A, by T. Rowe Price Investment Management, Inc. | 18.8% of the class | 5%+ stakes | Source |
| November 5, 2025 | Stake report, Schedule 13G/A, by FMR LLC | 7.3% of the class | 5%+ stakes | Source |
Check before you invest in TWFG, Inc.: the warning signs and who's behind it, free.
Free to see. No signup.
Keep reading
More on TWFG, Inc. and the records around it.
TWFG, Inc. elsewhere on the record
- 5%+ stake filings Aug 2026
- Who owns it
Companies that share a holder
- BAMCO INC /NY/ also filed stake reports on 22 other companies: Birkenstock Holding plc (Aug 2026), Blackstone Digital Infrastructure Trust Inc. (Aug 2026), CAREDX, INC. (Aug 2026)
- Franklin Resources, Inc. also filed stake reports on 41 other companies: Adicet Bio, Inc. (Oct 2026), ALBEMARLE CORPORATION (Oct 2026), Andersen Group Inc. (Oct 2026)
- AllianceBernstein L.P. also filed stake reports on 82 other companies: New Fortress Energy Inc (Nov 2026), RIVERNORTH OPPORTUNITIES FUND, INC. (Oct 2026), Trex Co Inc (Sep 2026)
Watch TWFG, Inc.
Get an email when TWFG, Inc. files again: a new raise, a leadership change, a layoff or an IPO filing. One email first to confirm; nothing else until you click it. At most one a day, one click to stop. Free for up to 3 companies.
Want the whole picture on TWFG, Inc.?
Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC
A Full Report on TWFG, Inc.: verified, sourced, every claim cited, ready in a few minutes. See pricing.
What the Full Report on TWFG, Inc. covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
15 cited sources found
Plus the sections for what you are deciding, which you pick after ordering.
A real finished report, first screen. Opens in a new tab.
Not ready to order yet? Keep this snapshot.
Sends this preview to you once; we won't add you to any list
The newest 12 of 14 records.
What the filings say
Listing
We have been approved to list our Class A common stock on the Nasdaq Global Select Market, or Nasdaq, under the symbol “TWFG.”From the 424B4 filed 2024-07-19
Offering price
The initial public offering price is $17.00 per share.From the 424B4 filed 2024-07-19
Use of proceeds
we intend to use the net proceeds from this offering (including net proceeds received if the underwriters exercise their option to purchase additional shares of Class A common stock) to acquire a number of newly-issued LLC Units equal to the number of shares of Class A common stock issued in this offering from TWFG Holding Company, LLC, at a purchase price per LLC Unit equal to the initial public offering price of Class A common stock after underwriting discounts and commissions.From the 424B4 filed 2024-07-19
Revenue
For the three months ended March 31, 2024 and 2023 and the years ended December 31, 2023 and 2022, we generated revenue of $46.3 million and $39.9 million and $172.9 million and $153.9 million, respectively, representing quarter-over-quarter growth of 16.2% and year-over-year growth of 12.4%, including Organic Revenue Growth of 13.3% quarter-over-quarter and 11.2% year-over-year.From the S-1/A filed 2024-07-15
Net loss or income
For the three months ended March 31, 2024, we generated $6.6 million of net income, $5.2 million of Adjusted Net Income and $9.0 million of Adjusted EBITDA.From the S-1/A filed 2024-07-15
Timeline
| Filed | What it is | Filing |
|---|---|---|
| 2024-07-09 | Registration statement amended | S-1/A |
| 2024-07-15 | Registration statement amended | S-1/A |
| 2024-07-19 | Final prospectus filed: the offering is priced | 424B4 |
Tools for this story
Each opens in a new tab, filled in for TWFG, Inc.. With no account yet, you sign up free and land on the result.
Where this comes from
A company that wants to sell shares to the public in the United States files a registration statement with the SEC: Form S-1 for a US company, Form F-1 for a foreign one. It amends that statement as the figures and terms are filled in, usually adding the expected price range shortly before the offering. Once the offering is priced it files its final prospectus under Rule 424(b)(4). A company that decides not to go ahead can ask for the registration statement to be withdrawn on Form RW.
Every row on this page is one of those filings, linked to the filing itself. The facts are the company's own sentences, quoted from the filing named beside each one and never reworded; where no filing states a fact in a sentence that can be read exactly, this page leaves it out. A filing is the company's statement of its plans and its figures, not a verification of them, and nothing here is investment advice.