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| Keyboard |
| TWFG Inc | |
|---|---|
| Ticker | TWFG |
| CIK # | 0002007596 |
| CUSIP | 87318A101 |
| Sector | Finance - Insurance Agents, Brokers & Service |
| Address | 1201 Lake Woodlands Drive Suite 4020, The Woodlands, TX 77380 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0002007596] | 10-K | |
| [0002007596] | 10-Q | |
| [0002007596] | 3 | |
| [0002007596] | 4 | |
| [0002007596] | 8-K | |
| [0002007596] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Capital International Investors | TWFG Inc | [2026-02-13] | 0.0 |
| Capital International Investors | TWFG Inc | [2025-02-14] | 0.0 |
| BAMCO Inc /NY/ | TWFG Inc | [2025-02-14] | 0.0 |
| AllianceBernstein LP | TWFG Inc | [2024-11-15] | 0.0 |
| Price T Rowe Associates Inc /MD/ | TWFG Inc | [2024-11-14] | 6.3 |
| College Retirement Equities Fund | TWFG Inc | [2024-11-14] | 5.39 |
| TIAA CREF Investment Management LLC | TWFG Inc | [2024-11-14] | 5.39 |
| T Rowe Price Investment Management Inc | TWFG Inc | [2024-11-14] | 7.7 |
| Bunch Richard F III | TWFG Inc | [2024-11-12] | 71.0 |
| FMR LLC | TWFG Inc | [2024-11-12] | 0.0 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Vijaya Gopal Mohan Babu
Class A Common Stock
|
2025-12-01 | Grant | 427 | $0.00 | |
|
Bunch Michelle Caroline
Class A Common Stock
|
2025-07-17 | Grant | 147,058 | $0.00 | |
|
Zwinggi Janice E
Class A Common Stock
|
2025-07-17 | Tax withheld | 7,338 | $33.16 | 243,328 |
|
Bunch Richard F III +1
Class A Common Stock
|
2025-07-17 | Grant | 147,058 | $0.00 | |
|
Nolan Katherine C
Class A Common Stock
|
2025-07-17 | Tax withheld | 11,588 | $33.16 | 384,258 |
|
Bunch Michelle Caroline
Class A Common Stock
|
2025-07-17 | Tax withheld | 17,749 | $33.16 | 588,557 |
|
Bunch Richard F III +1
Class A Common Stock
|
2025-07-17 | Tax withheld | 17,749 | $33.16 | 588,557 |
|
Benes Julie E
Class A Common Stock
|
2025-07-17 | Tax withheld | 6,187 | $33.16 | 205,161 |
|
Bunch Charles Alexander
Class A Common Stock
|
2025-07-17 | Tax withheld | 6,187 | $33.16 | 205,161 |
|
Bunch Michelle Caroline
Class A Common Stock
|
2025-03-31 | Grant | 16,175 | $0.00 | |
|
Bunch Richard F III +1
Class A Common Stock
|
2025-03-31 | Grant | 2,588 | $0.00 | |
|
Anderson Jonathan James
Class A Common Stock
|
2025-03-31 | Grant | 2,588 | $0.00 | |
|
Ferracone Robin A
Class A Common Stock
|
2025-03-31 | Grant | 2,588 | $0.00 | |
|
Benes Julie E
Class A Common Stock
|
2025-03-31 | Grant | 2,588 | $0.00 | |
|
Zwinggi Janice E
Class A Common Stock
|
2025-03-31 | Grant | 6,470 | $0.00 | |
|
Nolan Katherine C
Class A Common Stock
|
2025-03-31 | Grant | 6,470 | $0.00 | |
|
Bunch Charles Alexander
Class A Common Stock
|
2025-03-31 | Grant | 2,588 | $0.00 | |
|
Padgett Gene
Class A Common Stock
|
2025-03-31 | Grant | 1,779 | $0.00 | |
|
Doak Michael
Class A Common Stock
|
2025-03-31 | Grant | 2,588 | $0.00 | |
|
Wong Janet S
Class A Common Stock
|
2025-03-31 | Grant | 2,588 | $0.00 | |
| showing 20 of 67 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 86 | 8,902,383 |
| 2025-12-31 | 70 | 9,301,524 |
| 2025-09-30 | 67 | 9,357,401 |
| 2025-06-30 | 81 | 9,066,182 |
| 2025-03-31 | 72 | 9,507,581 |
| 2024-12-31 | 78 | 10,296,082 |
| 2024-09-30 | 65 | 10,062,324 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Riverbridge Partners LLC | [2026-06-30] | SOLE | 288,756 | 332,658 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 313 |
| Gamma Investing LLC | [2026-06-30] | DFND | 96 | 96 | Prev | Page 1 | Next |