tradingkey.logo

TWFG Inc

TWFG
29.120USD
+0.110+0.38%
收盘 12/26, 16:00美东报价延迟15分钟
436.96M总市值
65.67市盈率 TTM

TWFG Inc

29.120
+0.110+0.38%

关于 TWFG Inc 公司

TWFG, Inc. provides an independent distribution platform for personal and commercial insurance in the United States. Its offerings are fulsome and flexible in that it offers all lines of insurance, multiple distribution contract options, mergers and acquisitions (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. Its business model, developed by agents for agents, serves over 2,500 TWFG Agencies and offers a distinctive level of autonomy and entrepreneurial opportunity. It provides TWFG Agencies with resources, technology, training, and insurance carrier access to succeed in an increasingly complex market. Its independent distribution platform offers its branches and managing general agency (MGA) agencies a choice of contracts to execute with it, including branch contracts, MGA contracts and producer contracts.

TWFG Inc简介

公司代码TWFG
公司名称TWFG Inc
上市日期Jul 18, 2024
CEOBunch (Richard F)
员工数量- -
证券类型Ordinary Share
年结日Jul 18
公司地址10055 Grogans Mill Rd
城市THE WOODLANDS
上市交易所NASDAQ OMX - NASDAQ BASIC
国家United States of America
邮编77380
电话12813673424
网址https://www.twfg.com
公司代码TWFG
上市日期Jul 18, 2024
CEOBunch (Richard F)

TWFG Inc公司高管

名称
名称/职务
职务
持股
持股变动
Ms. Michelle Caroline Bunch
Ms. Michelle Caroline Bunch
Director
Director
335.68K
+2705.03%
Ms. Katherine C. Nolan
Ms. Katherine C. Nolan
President
President
81.94K
-12.39%
Mr. Charles Alexander Bunch
Mr. Charles Alexander Bunch
Chief Marketing Officer
Chief Marketing Officer
38.01K
-14.00%
Ms. Janet S. Wong, CPA
Ms. Janet S. Wong, CPA
Independent Director
Independent Director
8.62K
+69.36%
Mr. Jonathan Anderson
Mr. Jonathan Anderson
Independent Director
Independent Director
6.12K
--
Ms. Julie Benes, J.D.
Ms. Julie Benes, J.D.
General Counsel, Secretary
General Counsel, Secretary
--
--
Ms. Janice E. Zwinggi, CPA
Ms. Janice E. Zwinggi, CPA
Chief Financial Officer
Chief Financial Officer
--
--
Mr. Michael Doak, J.D.
Mr. Michael Doak, J.D.
Independent Director
Independent Director
--
--
Ms. Robin A. Ferracone
Ms. Robin A. Ferracone
Independent Director
Independent Director
--
--
Mr. Richard (Gordy) Bunch, III
Mr. Richard (Gordy) Bunch, III
Chairman of the Board, Chief Executive Officer
Chairman of the Board, Chief Executive Officer
--
--
名称
名称/职务
职务
持股
持股变动
Ms. Michelle Caroline Bunch
Ms. Michelle Caroline Bunch
Director
Director
335.68K
+2705.03%
Ms. Katherine C. Nolan
Ms. Katherine C. Nolan
President
President
81.94K
-12.39%
Mr. Charles Alexander Bunch
Mr. Charles Alexander Bunch
Chief Marketing Officer
Chief Marketing Officer
38.01K
-14.00%
Ms. Janet S. Wong, CPA
Ms. Janet S. Wong, CPA
Independent Director
Independent Director
8.62K
+69.36%
Mr. Jonathan Anderson
Mr. Jonathan Anderson
Independent Director
Independent Director
6.12K
--
Ms. Julie Benes, J.D.
Ms. Julie Benes, J.D.
General Counsel, Secretary
General Counsel, Secretary
--
--

收入明细

单位: USD更新时间: 10月6日 周一
单位: USD更新时间: 10月6日 周一
FY2025Q2
FY2025Q1
FY2024
FY2024Q1
FY2023
FY2023Q1
FY2022
业务USD
名称
营收
占比
Commission income
54.56M
90.47%
Contingent income
2.03M
3.37%
Branch fees
1.42M
2.35%
Policy fees
1.08M
1.79%
License fees
559.00K
0.93%
其他
656.00K
1.09%
由于公司未披露,未能获取相关数据
业务
地区
业务USD
名称
营收
占比
Commission income
54.56M
90.47%
Contingent income
2.03M
3.37%
Branch fees
1.42M
2.35%
Policy fees
1.08M
1.79%
License fees
559.00K
0.93%
其他
656.00K
1.09%

股东统计

更新时间: 11月30日 周日
更新时间: 11月30日 周日
持股股东
股东类型
持股股东
持股股东
占比
T. Rowe Price Investment Management, Inc.
18.77%
AllianceBernstein L.P.
7.57%
Baron Capital Management, Inc.
6.35%
Fidelity Institutional Asset Management
5.94%
The Vanguard Group, Inc.
4.26%
其他
57.12%
持股股东
持股股东
占比
T. Rowe Price Investment Management, Inc.
18.77%
AllianceBernstein L.P.
7.57%
Baron Capital Management, Inc.
6.35%
Fidelity Institutional Asset Management
5.94%
The Vanguard Group, Inc.
4.26%
其他
57.12%
股东类型
持股股东
占比
Investment Advisor
52.13%
Investment Advisor/Hedge Fund
21.34%
Hedge Fund
7.86%
Corporation
6.19%
Individual Investor
6.14%
Research Firm
1.37%
Sovereign Wealth Fund
0.69%
Pension Fund
0.15%
其他
4.13%

机构持股

更新时间: 10月1日 周三
更新时间: 10月1日 周三
报告期
机构数
持股数
持股占比
持股变动
2025Q3
146
13.05M
86.95%
-758.21K
2025Q2
140
14.66M
98.39%
+68.73K
2025Q1
132
13.85M
92.96%
-529.41K
2024Q4
117
13.94M
93.97%
+232.83K
2024Q3
95
13.98M
94.22%
+10.53M

股东持股明细

名称
持股数
占比
持股变动
变动比例
公告日期
T. Rowe Price Investment Management, Inc.
2.46M
16.36%
+466.70K
+23.47%
Jun 30, 2025
AllianceBernstein L.P.
1.17M
7.82%
+2.61K
+0.22%
Jun 30, 2025
Baron Capital Management, Inc.
902.06K
6.01%
+34.24K
+3.95%
Jun 30, 2025
Fidelity Institutional Asset Management
791.51K
5.27%
+68.82K
+9.52%
Jun 30, 2025
The Vanguard Group, Inc.
619.99K
4.13%
-1.16K
-0.19%
Jun 30, 2025
Griffin Highline Capital LLC
588.24K
3.92%
+588.24K
--
Apr 01, 2025
Riverbridge Partners, LLC
344.27K
2.29%
+344.27K
--
Jun 30, 2025
Nuveen LLC
499.77K
3.33%
-1.72K
-0.34%
Jun 30, 2025
Capital International Investors
515.41K
3.43%
-363.40K
-41.35%
Jun 30, 2025
查看更多

持股ETF

更新时间: 12月2日 周二
更新时间: 12月2日 周二
机构名称
占比
Fidelity Small-Mid Multifactor ETF
0.08%
Texas Capital Texas Small Cap Equity Index ETF
0.05%
Texas Capital Texas Equity Index ETF
0.05%
Avantis US Small Cap Equity ETF
0.01%
Janus Henderson Small/Mid Cap Growth Alpha ETF
0%
Janus Henderson Small Cap Growth Alpha ETF
0%
T Rowe Price Small-Mid Cap ETF
0%
Innovator IBD Breakout Opportunities ETF
0%
Fidelity Small-Mid Multifactor ETF
占比0.08%
Texas Capital Texas Small Cap Equity Index ETF
占比0.05%
Texas Capital Texas Equity Index ETF
占比0.05%
Avantis US Small Cap Equity ETF
占比0.01%
Janus Henderson Small/Mid Cap Growth Alpha ETF
占比0%
Janus Henderson Small Cap Growth Alpha ETF
占比0%
T Rowe Price Small-Mid Cap ETF
占比0%
Innovator IBD Breakout Opportunities ETF
占比0%

分红派息

近5年累计派现 0.00 美元
公告日期
分红计划
股权登记日
现金发放日
除权除息日
暂无数据

拆合股

公告日期
类型
比率
暂无数据
公告日期
类型
比率
暂无数据

常见问题

TWFG Inc的前五大股东是谁?

TWFG Inc 的前五大股东如下:
T. Rowe Price Investment Management, Inc.持有股份:2.46M,占总股份比例:16.36%。
AllianceBernstein L.P.持有股份:1.17M,占总股份比例:7.82%。
Baron Capital Management, Inc.持有股份:902.06K,占总股份比例:6.01%。
Fidelity Institutional Asset Management持有股份:791.51K,占总股份比例:5.27%。
The Vanguard Group, Inc.持有股份:619.99K,占总股份比例:4.13%。

TWFG Inc的前三大股东类型是什么?

TWFG Inc 的前三大股东类型分别是:
T. Rowe Price Investment Management, Inc.
AllianceBernstein L.P.
Baron Capital Management, Inc.

有多少机构持有TWFG Inc(TWFG)的股份?

截至2025Q3,共有146家机构持有TWFG Inc的股份,合计持有的股份价值约为13.05M,占公司总股份的86.95%。与2025Q2相比,机构持股有所增加,增幅为-11.44%。

哪个业务部门对TWFG Inc的收入贡献最大?

在FY2025Q2,Commission income业务部门对TWFG Inc的收入贡献最大,创收54.56M,占总收入的90.47%。
KeyAI