tradingkey.logo
tradingkey.logo
Search

TWFG Inc

TWFG
Add to Watchlist
18.160USD
+0.470+2.66%
Close 05/15, 16:00ETQuotes delayed by 15 min
236.03MMarket Cap
32.27P/E TTM

More Details of TWFG Inc Company

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 Info

Ticker SymbolTWFG
Company nameTWFG Inc
IPO dateJul 18, 2024
CEOBunch (Richard F)
Number of employees- -
Security typeOrdinary Share
Fiscal year-endJul 18
Address10055 Grogans Mill Rd
CityTHE WOODLANDS
Stock exchangeNASDAQ OMX - NASDAQ BASIC
CountryUnited States of America
Postal code77380
Phone12813673424
Websitehttps://www.twfg.com
Ticker SymbolTWFG
IPO dateJul 18, 2024
CEOBunch (Richard F)

Company Executives of TWFG Inc

Name
Name/Position
Position
Shareholding
Change
Ms. Michelle Caroline Bunch
Ms. Michelle Caroline Bunch
Director
Director
321.93K
-4.27%
Ms. Katherine C. Nolan
Ms. Katherine C. Nolan
President
President
93.61K
+12.47%
Mr. Charles Alexander Bunch
Mr. Charles Alexander Bunch
Chief Marketing Officer
Chief Marketing Officer
42.69K
+10.95%
Ms. Janet S. Wong, CPA
Ms. Janet S. Wong, CPA
Independent Director
Independent Director
12.62K
+31.70%
Mr. Jonathan Anderson
Mr. Jonathan Anderson
Independent Director
Independent Director
10.12K
+39.54%
Mr. Richard (Gordy) Bunch, III
Mr. Richard (Gordy) Bunch, III
Chairman of the Board, Chief Executive Officer
Chairman of the Board, Chief Executive Officer
--
--
Ms. Janice E. Zwinggi, CPA
Ms. Janice E. Zwinggi, CPA
Chief Financial Officer
Chief Financial Officer
--
--
Ms. Julie Benes, J.D.
Ms. Julie Benes, J.D.
General Counsel, Secretary
General Counsel, Secretary
--
--
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
--
--
Name
Name/Position
Position
Shareholding
Change
Ms. Michelle Caroline Bunch
Ms. Michelle Caroline Bunch
Director
Director
321.93K
-4.27%
Ms. Katherine C. Nolan
Ms. Katherine C. Nolan
President
President
93.61K
+12.47%
Mr. Charles Alexander Bunch
Mr. Charles Alexander Bunch
Chief Marketing Officer
Chief Marketing Officer
42.69K
+10.95%
Ms. Janet S. Wong, CPA
Ms. Janet S. Wong, CPA
Independent Director
Independent Director
12.62K
+31.70%
Mr. Jonathan Anderson
Mr. Jonathan Anderson
Independent Director
Independent Director
10.12K
+39.54%
Mr. Richard (Gordy) Bunch, III
Mr. Richard (Gordy) Bunch, III
Chairman of the Board, Chief Executive Officer
Chairman of the Board, Chief Executive Officer
--
--

Revenue Breakdown

Currency: USDUpdated: Mon, Apr 6
Currency: USDUpdated: Mon, Apr 6
FY2025
FY2025Q4
FY2025Q3
FY2025Q2
FY2025Q1
FY2024
FY2024Q1
FY2023
FY2023Q1
FY2022
By BusinessUSD
Name
Revenue
Proportion
Commission income
220.97M
88.92%
Contingent income
13.11M
5.28%
Branch fees
5.28M
2.12%
Policy fees
4.39M
1.77%
License fees
2.72M
1.09%
Other
2.05M
0.82%
Relevant data have not been disclosed by the company yet.
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Commission income
220.97M
88.92%
Contingent income
13.11M
5.28%
Branch fees
5.28M
2.12%
Policy fees
4.39M
1.77%
License fees
2.72M
1.09%
Other
2.05M
0.82%

Shareholding Stats

Updated: Mon, May 11
Updated: Mon, May 11
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
T. Rowe Price Investment Management, Inc.
21.91%
AllianceBernstein L.P.
8.32%
Capital International Investors
7.37%
Baron Capital Management, Inc.
7.34%
Fidelity Institutional Asset Management Trust Company
4.94%
Other
50.11%
Shareholders
Shareholders
Proportion
T. Rowe Price Investment Management, Inc.
21.91%
AllianceBernstein L.P.
8.32%
Capital International Investors
7.37%
Baron Capital Management, Inc.
7.34%
Fidelity Institutional Asset Management Trust Company
4.94%
Other
50.11%
Shareholder Types
Shareholders
Proportion
Investment Advisor
65.27%
Investment Advisor/Hedge Fund
22.48%
Individual Investor
7.78%
Corporation
7.16%
Hedge Fund
6.59%
Research Firm
0.86%
Pension Fund
0.20%

Institutional Shareholding

Updated: Wed, Apr 1
Updated: Wed, Apr 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2026Q1
168
14.11M
99.54%
-416.13K
2025Q4
154
12.68M
84.34%
-945.74K
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

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
T. Rowe Price Investment Management, Inc.
2.85M
18.95%
+26.74K
+0.95%
Dec 31, 2025
AllianceBernstein L.P.
1.08M
7.2%
-56.60K
-4.97%
Dec 31, 2025
Capital International Investors
958.49K
6.38%
+511.47K
+114.42%
Dec 31, 2025
Baron Capital Management, Inc.
954.46K
6.35%
+335.00
+0.04%
Dec 31, 2025
Fidelity Institutional Asset Management Trust Company
642.11K
4.27%
-12.30K
-1.88%
Dec 31, 2025
Griffin Highline Capital LLC
588.24K
3.91%
+588.24K
--
Apr 01, 2025
Riverbridge Partners, LLC
593.74K
3.95%
+51.08K
+9.41%
Dec 31, 2025
Central Securities Corporation
475.00K
3.16%
+25.00K
+5.56%
Dec 31, 2025
Nuveen LLC
495.09K
3.29%
--
--
Dec 31, 2025
View more

Related ETFs

Updated: Tue, Dec 2
Updated: Tue, Dec 2
Name
Proportion
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
Proportion0.08%
Texas Capital Texas Small Cap Equity Index ETF
Proportion0.05%
Texas Capital Texas Equity Index ETF
Proportion0.05%
Avantis US Small Cap Equity ETF
Proportion0.01%
Janus Henderson Small/Mid Cap Growth Alpha ETF
Proportion0%
Janus Henderson Small Cap Growth Alpha ETF
Proportion0%
T Rowe Price Small-Mid Cap ETF
Proportion0%
Innovator IBD Breakout Opportunities 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 Splits

Date
Ex-dividend Date
Type
Ratio
No Data
Date
Ex-dividend Date
Type
Ratio
No Data
KeyAI