TWFG
Connects independent agencies with personal and commercial insurance through branches and an MGA.
$30.01
After-hours close+0.13 (+0.44%)
At close$29.88(+2.12%)
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Breakdown13F · Form 4
Institutions 84.89%11.03M sharesInsiders 13.15%1.71M sharesOther 1.96%254.5K shares
Shares outstanding 13.00M · Float 11.31M · 87.0% free float
Institutions13F, as of Mar 31, 2026
86 holders · 11.03M shares · 28 new positions · 53 increased · 19 reduced · 12 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 2.10M | 16.15% | −748.4K | May 15, 2026 |
| Bamco Inc /NY/ | 1.14M | 8.73% | +180.6K | May 15, 2026 |
| Capital International Investors | 1.07M | 8.20% | +107.2K | May 13, 2026 |
| Vanguard Capital Management LLC | 570.5K | 4.39% | +570.5Knew | May 15, 2026 |
| Giverny Capital Inc. | 552.1K | 4.25% | +220.6K | May 15, 2026 |
| Riverbridge Partners LLC | 549.6K | 4.23% | −44.1K | Apr 17, 2026 |
| Central Securities Corp | 500.0K | 3.85% | +25.0K | May 8, 2026 |
| Nuveen, LLC | 495.1K | 3.81% | 0 | Apr 30, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Richard F. Bunch IIIincl. Bunch Family Holdings LLC | 71.00% | 34.57M | 13G | Nov 12, 2024 ↗ |
| T. Rowe Price Investment Management, Inc. | 14.00% | 2.10M | 13G | May 15, 2026 ↗ |
| Capital International Investors | 6.40% | 958.5K | 13G | Feb 13, 2026 ↗ |
| Bamco Inc /NY/ | 6.33% | 951.4K | 13G | May 15, 2026 ↗ |
| Franklin Resources, Inc. | 6.00% | 781.9K | 13G | Jul 28, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Michael Doak | director | 775.7K | 5.97% | Jun 8, 2026 |
| Michelle Caroline Bunch | director | 329.6K | 2.54% | Jul 21, 2026 |
| Richard F. III Bunch | director, 10 percent owner, officer: President and CEO | 329.6K | 2.54% | Jul 21, 2026 |
| Katherine C. Nolan | officer: Chief Operating Officer | 82.0K | 0.63% | Jul 21, 2026 |
| Janice E. Zwinggi | officer: Chief Financial Officer | 57.3K | 0.44% | Jul 21, 2026 |
| Julie E. Benes | officer: General Counsel and Secretary | 37.5K | 0.29% | Jul 21, 2026 |
| Charles Alexander Bunch | officer: Chief Creative & Marketing Off | 36.6K | 0.28% | Jul 21, 2026 |
| Robin A. Ferracone | director | 26.1K | 0.20% | Apr 2, 2026 |
| Janet S. Wong | director | 12.6K | 0.10% | Apr 2, 2026 |
| Jonathan James Anderson | director | 10.1K | 0.08% | Apr 2, 2026 |
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jun 5, 2026 | Michael Doakdirector | Purchase | 7,865 | $19.45 | 765,587 |
| Jun 3, 2026 | Michael Doakdirector | Purchase | 22,994 | $18.62 | 746,722 |
| Jun 4, 2026 | Michael Doakdirector | Purchase | 11,000 | $19.09 | 757,722 |
| Jun 1, 2026 | Michael Doakdirector | Purchase | 16,500 | $19.33 | 707,228 |
| Jun 2, 2026 | Michael Doakdirector | Purchase | 16,500 | $19.25 | 723,728 |
| May 28, 2026 | Michael Doakdirector | Purchase | 11,000 | $18.87 | 679,398 |
| May 29, 2026 | Michael Doakdirector | Purchase | 11,330 | $18.87 | 690,728 |
| May 22, 2026 | Michael Doakdirector | Purchase | 11,000 | $18.89 | 632,518 |
| May 26, 2026 | Michael Doakdirector | Purchase | 11,000 | $19.23 | 643,518 |
| May 27, 2026 | Michael Doakdirector | Purchase | 24,880 | $18.62 | 668,398 |
CongressHouse and Senate disclosures
Not reported.