TWFG Inc
TWFG27.010USD
+0.290+1.09%
Close 09/26, 16:00（ET）Quotes delayed by 15 min
402.56MMarket Cap
66.65P/E TTM
More Details of Company
Company Info
Ticker SymbolTWFG
Company nameTWFG Inc
IPO dateJul 18, 2024
CEOMr. Richard (Gordy) Bunch, III
Number of employees- -
Security typeOrdinary Share
Fiscal year-endJul 18
Address10055 Grogans Mill Rd
CityTHE WOODLANDS
Stock exchangeNASDAQ Global Select Consolidated
CountryUnited States of America
Postal code77380
Phone12813673424
Websitehttps://www.twfg.com
Ticker SymbolTWFG
IPO dateJul 18, 2024
CEOMr. Richard (Gordy) Bunch, III
Company Executives
Name
Name/Position
Position
Shareholding
Change
Ms. Michelle Caroline Bunch
Ms. Michelle Caroline Bunch
Director
Director
335.68K
+2705.03%
Ms. Katherine Nolan
Ms. Katherine Nolan
Chief Operating Officer
Chief Operating Officer
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, President, Chief Executive Officer
Chairman of the Board, President, Chief Executive Officer
--
--
Name
Name/Position
Position
Shareholding
Change
Ms. Michelle Caroline Bunch
Ms. Michelle Caroline Bunch
Director
Director
335.68K
+2705.03%
Ms. Katherine Nolan
Ms. Katherine Nolan
Chief Operating Officer
Chief Operating Officer
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
--
--
Revenue Breakdown
Currency: USDUpdated: Sun, Jul 6
Currency: USDUpdated: Sun, Jul 6
FY2025Q1
FY2024
FY2024Q1
FY2023
FY2023Q1
FY2022
By BusinessUSD
Name
Revenue
Proportion
Commission income
48.78M
90.64%
Contingent income
1.66M
3.09%
Branch fees
1.26M
2.33%
Policy fees
1.05M
1.95%
License fees
608.00K
1.13%
Other
460.00K
0.85%
No Data
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Commission income
48.78M
90.64%
Contingent income
1.66M
3.09%
Branch fees
1.26M
2.33%
Policy fees
1.05M
1.95%
License fees
608.00K
1.13%
Other
460.00K
0.85%
Shareholding Stats
Updated: Fri, Sep 5
Updated: Fri, Sep 5
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
T. Rowe Price Investment Management, Inc.
16.36%
AllianceBernstein L.P.
7.82%
Baron Capital Management, Inc.
6.01%
Fidelity Institutional Asset Management
5.27%
The Vanguard Group, Inc.
4.13%
Other
60.40%
Shareholders
Shareholders
Proportion
T. Rowe Price Investment Management, Inc.
16.36%
AllianceBernstein L.P.
7.82%
Baron Capital Management, Inc.
6.01%
Fidelity Institutional Asset Management
5.27%
The Vanguard Group, Inc.
4.13%
Other
60.40%
Shareholder Types
Shareholders
Proportion
Investment Advisor
45.10%
Investment Advisor/Hedge Fund
22.55%
Hedge Fund
9.81%
Corporation
6.20%
Individual Investor
6.15%
Research Firm
1.65%
Sovereign Wealth Fund
0.69%
Pension Fund
0.18%
Venture Capital
0.10%
Other
7.56%
Institutional Shareholding
Updated: Tue, Jul 1
Updated: Tue, Jul 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
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
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
T. Rowe Price Investment Management, Inc.
1.99M
13.34%
+435.00K
+28.00%
Mar 31, 2025
AllianceBernstein L.P.
1.17M
7.85%
+159.16K
+15.74%
Mar 31, 2025
Baron Capital Management, Inc.
867.82K
5.82%
-3.84K
-0.44%
Mar 31, 2025
Fidelity Institutional Asset Management
722.69K
4.85%
-10.10K
-1.38%
Mar 31, 2025
The Vanguard Group, Inc.
621.15K
4.17%
+4.25K
+0.69%
Mar 31, 2025
Griffin Highline Capital LLC
588.24K
3.95%
+588.24K
--
Apr 01, 2025
Capital International Investors
878.81K
5.9%
--
--
Mar 31, 2025
Nuveen LLC
501.49K
3.36%
-210.40K
-29.56%
Mar 31, 2025
Driehaus Capital Management, LLC
379.50K
2.55%
-1.43K
-0.38%
Mar 31, 2025
View more
Related ETFs
Updated: Sat, Sep 6
Updated: Sat, Sep 6
Name
Proportion
Texas Capital Texas Small Cap Equity Index ETF
0%
Janus Henderson Small/Mid Cap Growth Alpha ETF
0%
Janus Henderson Small Cap Growth Alpha ETF
0%
Avantis US Small Cap Equity ETF
0%
Texas Capital Texas Small Cap Equity Index ETF
Proportion0%
Janus Henderson Small/Mid Cap Growth Alpha ETF
Proportion0%
Janus Henderson Small Cap Growth Alpha ETF
Proportion0%
Avantis US Small Cap Equity ETF
Proportion0%
Dividend
A total of
0.00
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
