TWFG Stock — TWFG, Inc. Class A Common Stock

TWFG, Inc. Class A Common Stock (TWFG)

Updated October 16, 2026.

TWFG is a Stock. Total return is 15.3% over the past 2.2 years, 26.4 points behind SPY at 41.7%.

TWFG, Inc. operates an independent distribution platform for personal and commercial insurance products across the United States, offering coverage types including auto, home, life, health, workers' compensation, and business liability insurance. The company does not currently have a stated distribution frequency or known dividend rate. This operating business may appeal to investors seeking equity exposure to the insurance distribution sector rather than those focused on generating current income.

TWFG performance versus SPY

Price and return data through 2026-10-16.

Total return is 15.3% over the past 2.2 years, 26.4 points behind SPY at 41.7%. Over the past year its total return — price change plus distributions reinvested — is -1.4%. Its deepest 1-year drawdown was 41.7%.

TWFG key facts

Asset type

Stock

Asset class

Equity

Inception date

07/18/2024

Distribution frequency

None

Last close

$25.37 (as of 2026-10-16)

Market cap

$326,774,048

Average volume

105394.0

Beta

0.278

Payout ratio

0.0%

P/E ratio

43.0

Forward P/E

20.1613

EPS

$0.59

How Dividend Vision calculates yield and returns

Distribution rate (the posted rate) uses calculation basis unavailable. Issuer rates can use a different denominator and date, including ex-date NAV. Trailing-12-month yield is the sum of split-adjusted cash distributions with ex-dates in the last 12 months, divided by the published price. It lags a recent raise or cut. Total return uses split-adjusted close with distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date) from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is the security's total return, not your personal gain/loss.

Yield and safety methodology · Distribution rate methodology · Distribution Safety Score methodology

Sources and review

Primary sources: prices and distributions from Dividend Vision, derived from vendor EOD data.

Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.

TWFG risks and drawbacks

Total return has trailed SPY over the available window. The deepest 1-year drawdown on record here is 41.7%.

Who may consider TWFG — and who may not

It is a weaker fit for investors who need monthly cash flow (TWFG does not currently distribute); investors whose main goal is matching SPY total return. This is educational context, not a recommendation to buy or sell.

More on TWFG

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Tagged: Financials.

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