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TWFG, Inc. Common Stock (TWFG)
USD25.74
+0.22 (+0.85%)
US NASDAQ Financial Services Insurance - Brokers
Address
1201 Lake Woodlands Drive 77380
The Woodlands, TX, US
The Woodlands, TX, US
CEO
Richard Finley Bunch
Website
twfg.com
IPO
2024-07-18
CIK 2007596 ISIN US87318A1016
Description
Established in 2001 and based in The Woodlands, Texas, TWFG, Inc. serves as an independent intermediary for a broad spectrum of personal and commercial insurance offerings throughout the United States. A subsidiary of Bunch Family Holdings, LLC, the company provides an extensive portfolio of coverage. For individual clients, this includes policies for automobiles, homes, renters, life, health, motorcycles, boats, recreational vehicles, umbrella, flood, wind, events, and luxury items. Commercial customers can access solutions such as general liability, property, business auto, workers' compensation, business owner policies, professional liability insurance, commercial bonds, and group benefits.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD25.74
+0.22 (+0.85%)
Loading historical data…
Volume Profile
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Liquidity & share structure
Average Volume
252.6K
Beta
0.21
Float Shares
13.45M
Free Float %
89.5%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.00% | +1.53% | +7.42% | -5.54% | -27.50% | -33.09% | -41.29% | -12.54% | -12.54% | -12.54% | -12.54% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (8 ratings, all time)
Buy
Price Targets & DCF
Current price
25.74
Low
22.00
-14.5%
Consensus
29.25
+13.6%
Median
31.00
+20.4%
High
33.00
+28.2%
DCF (Levered)
36.05
+40.1%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
63% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 3 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
31.00
+20.4%
|
| Last Quarter | 3 |
29.00
+12.7%
|
| Last Year | 8 |
31.50
+22.4%
|
| All Time | 12 |
30.83
+19.8%
|
Quality scores
Altman Z-Score
4.23
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
5 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Insurance - Brokers: +8.0%+20.8% ★ Q1'26: +40.6% (vs Q1'25)
-
EPS growth Insurance - Brokers: +30.1%+183.3% ★ Q1'26: -65.3% (vs Q1'25)
-
FCF margin FCF growth · Insurance - Brokers: +26.6%+20.7% ★ Q1'26: +30.8% (vs Q1'25)
-
EBIT margin Insurance - Brokers: +19.1%+19.1% Q1'26: +19.6% (vs Q1'25)
-
ROIC Insurance - Brokers: +6.4%+24.3% ★ Q1'26: +27.8% (vs Q1'25)
-
Share dilution Insurance - Brokers: -0.6%+275.7% Q1'26: +273.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Insurance - Brokers: -0.02×0.18× ★ Q1'26: 0.09× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 5 Rev. Ana. 3 EPS Ana. |
Dec 2027 5 Rev. Ana. 4 EPS Ana. |
Dec 2028 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|
| Revenue |
193.72M
est: 203.49M (-4.8%)
|
233.96M
est: 241.37M (-3.1%)
|
296.36M
294.09M – 298.88M
+22.8% YoY
|
350.51M
347.37M – 354.14M
+18.3% YoY
|
418.90M
410.68M – 426.86M
+19.5% YoY
|
| EBITDA |
44.33M
est: 44.15M (+0.4%)
|
63.09M
est: 52.37M (+20.5%)
|
64.30M
63.81M – 64.85M
+22.8% YoY
|
76.05M
75.37M – 76.84M
+18.3% YoY
|
90.89M
89.11M – 92.62M
+19.5% YoY
|
| EBIT |
32.31M
est: 34.39M (-6.0%)
|
44.73M
est: 40.79M (+9.7%)
|
50.08M
49.70M – 50.51M
+22.8% YoY
|
59.23M
58.70M – 59.84M
+18.3% YoY
|
70.79M
69.40M – 72.13M
+19.5% YoY
|
| Net Income |
2.75M
est: 31.98M (-91.4%)
|
7.96M
est: 44.40M (-82.1%)
|
56.53M
51.08M – 61.98M
+27.3% YoY
|
64.83M
55.08M – 74.59M
+14.7% YoY
|
68.18M
66.44M – 69.86M
+5.2% YoY
|
| SGA |
16.67M
est: 15.85M (+5.2%)
|
22.02M
est: 18.80M (+17.1%)
|
23.08M
22.90M – 23.28M
+22.8% YoY
|
27.30M
27.05M – 27.58M
+18.3% YoY
|
32.62M
31.98M – 33.24M
+19.5% YoY
|
| EPS |
0.19
est: 0.57 (-66.6%)
|
0.53
est: 0.79 (-32.8%)
|
0.97
0.91 – 1.10
+22.8% YoY
|
1.10
0.98 – 1.33
+13.7% YoY
|
1.21
1.18 – 1.24
+10.0% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | B | 3/5 | 4/5 | 3/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 3/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 3/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 3/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-01 | B | 3/5 | 4/5 | 3/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-30 | B | 3/5 | 4/5 | 3/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-29 | B | 3/5 | 4/5 | 3/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-28 | B | 3/5 | 4/5 | 3/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-27 | B | 3/5 | 4/5 | 3/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-17 | B | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-16 | B | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
47.27M
OE per share TTM
2.48
Owner's Yield
16.26%
Maintenance CapEx ratio
7.74%
Maint CapEx / Avg PPE
2.8%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
6
Total invested
19.52M
Insider transactions (90d)
0
Beneficial owners (>5%)
7
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Richard F. Bunch III | 34.57M | 71.00% | 34.56M | 11.7K | 34.56M | 11.7K | IN | — | 2024-11-12 | ↗ |
| 2 | Bunch Family Holdings LLC | 34.24M | 70.30% | 34.24M | — | 34.24M | — | CO | — | 2024-11-12 | ↗ |
| 3 | Abigail P. Johnson | 1.29M | 8.70% | — | — | 1.29M | — | IN | United States of America | 2024-11-12 | ↗ |
| 4 | FMR LLC | 1.29M | 8.70% | 1.29M | — | 1.29M | — | HC | Delaware | 2024-11-12 | ↗ |
| 5 | 85-4328500 | 1.14M | 7.70% | 1.14M | — | 1.14M | — | IA | Maryland | 2024-11-14 | ↗ |
| 6 | 52-0556948 | 935.1K | 6.30% | 916.7K | — | 935.1K | — | IA | Maryland | 2024-11-14 | ↗ |
| 7 | 2 | 21.1K | 0.10% | 9.4K | 11.7K | 9.4K | 11.7K | IN | — | 2024-11-12 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
6
-64 vs prev Q
New positions
1
Closed positions
65
Increased
1
Reduced
2
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.85M +26.7K (+0.9%) | 81.93M +4.5M (+5.8%) | 18.98% +0.050 pp | 0.05% +0.004 pp | USD29.58 -2.7% | 6 qtrs — |
| 2 | ALLIANCEBERNSTEIN L.P. | 1.08M -56.6K (-5.0%) | 31.11M -115.0K (-0.4%) | 7.21% -0.429 pp | 0.01% +0.000 pp | USD27.87 +3.2% | 6 qtrs — |
| 3 | FMR LLC | 1.07M -25.5K (-2.3%) | 30.64M +716.6K (+2.4%) | 7.10% -0.219 pp | 0.00% +0.000 pp | USD27.80 +3.5% | 6 qtrs — |
| 4 | CAPITAL INTERNATIONAL INVESTORS | 958.5K +511.5K (+114.4%) | 27.58M +15.3M (+124.8%) | 6.39% +3.388 pp | 0.00% +0.002 pp | USD28.40 +1.3% | 6 qtrs — |
| 5 | BAMCO INC /NY/ | 954.5K +335.0 (+0.0%) | 27.46M +1.3M (+4.9%) | 6.36% -0.041 pp | 0.07% +0.005 pp | USD27.97 +2.9% | 6 qtrs — |
| 6 | VANGUARD GROUP INC | 654.6K +14.9K (+2.3%) | 18.83M +1.3M (+7.3%) | 4.36% +0.070 pp | 0.00% +0.000 pp | USD27.37 +5.1% | 6 qtrs — |
| 7 | RIVERBRIDGE PARTNERS LLC | 593.7K +51.1K (+9.4%) | 17.08M +2.2M (+14.7%) | 3.96% +0.316 pp | 0.32% +0.069 pp | USD31.94 -9.9% | 3 qtrs — |
| 8 | NUVEEN, LLC | 495.1K +— (+0.0%) | 14.24M +658.5K (+4.8%) | 3.30% -0.022 pp | 0.00% +0.000 pp | USD30.91 -6.9% | 4 qtrs — |
| 9 | CENTRAL SECURITIES CORP | 475.0K +25.0K (+5.6%) | 13.67M +1.3M (+10.7%) | 3.17% +0.146 pp | 1.10% +0.082 pp | USD27.51 +4.6% | 2 qtrs — |
| 10 | GIVERNY CAPITAL INC. | 331.5K +31.2K (+10.4%) | 9.54M +1.3M (+15.7%) | 2.21% +0.194 pp | 0.32% +0.039 pp | USD31.62 -9.0% | 3 qtrs — |
| 11 | LORD, ABBETT & CO. LLC | 255.8K +164.4K (+179.8%) | 7.36M +4.9M (+193.4%) | 1.70% +1.091 pp | 0.02% +0.015 pp | USD29.98 -4.0% | 6 qtrs — |
| 12 | GILDER GAGNON HOWE & CO LLC | 238.5K -1.5K (-0.6%) | 6.86M +276.3K (+4.2%) | 1.59% -0.021 pp | 0.07% +0.005 pp | USD27.12 +6.1% | 6 qtrs — |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 236.2K +16.4K (+7.5%) | 6.80M +764.6K (+12.7%) | 1.57% +0.099 pp | 0.00% +0.000 pp | USD28.17 +2.1% | 6 qtrs — |
| 14 | ALYESKA INVESTMENT GROUP, L.P. | 215.8K +— (+0.0%) | 6.21M +287.0K (+4.8%) | 1.44% -0.010 pp | 0.02% 0.000 pp | USD27.63 +4.1% | 6 qtrs — |
| 15 | BLACKROCK, INC. | 187.3K +— (+0.0%) | 5.39M +249.2K (+4.8%) | 1.25% -0.009 pp | 0.00% +0.000 pp | USD27.32 +5.3% | 6 qtrs — |
| 16 | GILLSON CAPITAL LP | 169.1K +21.6K (+14.6%) | 4.86M +817.0K (+20.2%) | 1.13% +0.137 pp | 0.32% -0.033 pp | USD27.52 +4.5% | 6 qtrs — |
| 17 | BRASADA CAPITAL MANAGEMENT, LP | 160.8K -8.6K (-5.1%) | 4.50M -150.1K (-3.2%) | 1.07% -0.065 pp | 0.76% -0.023 pp | USD27.44 +4.8% | 2 qtrs — |
| 18 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 116.3K +11.0K (+10.5%) | 3.35M +457.6K (+15.8%) | 0.78% +0.069 pp | 0.45% +0.063 pp | USD32.78 -12.2% | 3 qtrs — |
| 19 | ASCENT GROUP, LLC | 102.4K +12.0K (+13.3%) | 2.95M +465.5K (+18.8%) | 0.68% +0.076 pp | 0.10% +0.013 pp | USD29.41 -2.2% | 5 qtrs — |
| 20 | VICTORY CAPITAL MANAGEMENT INC | 80.3K -271.1K (-77.1%) | 2.31M -7.3M (-76.0%) | 0.54% -1.823 pp | 0.00% -0.004 pp | USD29.69 -3.1% | 4 qtrs — |
| 21 | TD ASSET MANAGEMENT INC | 67.7K +5.3K (+8.6%) | 1.95M +236.6K (+13.8%) | 0.45% +0.033 pp | 0.00% +0.000 pp | USD29.51 -2.5% | 6 qtrs — |
| 22 | STATE STREET CORP | 64.4K +3.8K (+6.2%) | 1.85M +188.5K (+11.3%) | 0.43% +0.022 pp | 0.00% +0.000 pp | USD30.48 -5.6% | 5 qtrs — |
| 23 | NORTHERN TRUST CORP | 61.7K +7.8K (+14.5%) | 1.77M +296.3K (+20.1%) | 0.41% +0.050 pp | 0.00% +0.000 pp | USD30.23 -4.8% | 6 qtrs — |
| 24 | ROYCE & ASSOCIATES LP | 57.0K +2.0 (+0.0%) | 1.64M +75.9K (+4.9%) | 0.38% -0.003 pp | 0.02% +0.001 pp | USD27.12 +6.1% | 6 qtrs — |
| 25 | GOLDMAN SACHS GROUP INC | 53.3K -41.8K (-44.0%) | 1.53M -1.1M (-41.3%) | 0.36% -0.283 pp | 0.00% 0.000 pp | USD29.46 -2.3% | 6 qtrs — |
| 26 | GHISALLO CAPITAL MANAGEMENT LLC | 50.0K -50.0K (-50.0%) | 1.44M -1.3M (-47.6%) | 0.33% -0.338 pp | 0.06% -0.026 pp | USD27.12 +6.1% | 6 qtrs — |
| 27 | UBS GROUP AG | 45.9K -260.0 (-0.6%) | 1.32M +53.9K (+4.3%) | 0.31% -0.004 pp | 0.00% +0.000 pp | USD29.58 -2.7% | 6 qtrs — |
| 28 | BANK OF AMERICA CORP /DE/ | 42.7K +12.5K (+41.5%) | 1.23M +400.2K (+48.3%) | 0.28% +0.082 pp | 0.00% +0.000 pp | USD32.22 -10.7% | 6 qtrs — |
| 29 | RENAISSANCE TECHNOLOGIES LLC | 39.2K +2.9K (+8.0%) | 1.13M +131.7K (+13.2%) | 0.26% +0.018 pp | 0.00% +0.000 pp | USD30.65 -6.1% | 5 qtrs — |
| 30 | MORGAN STANLEY | 36.2K -33.8K (-48.3%) | 1.04M -879.1K (-45.8%) | 0.24% -0.228 pp | 0.00% 0.000 pp | USD29.49 -2.4% | 6 qtrs — |
| 31 | PRICE T ROWE ASSOCIATES INC /MD/ | 33.0K +1.8K (+5.8%) | 950.0K +93.0K (+10.9%) | 0.22% +0.011 pp | 0.00% +0.000 pp | USD27.24 +5.6% | 6 qtrs — |
| 32 | TWO SIGMA INVESTMENTS, LP | 32.9K -106.3K (-76.4%) | 946.9K -2.9M (-75.2%) | 0.22% -0.715 pp | 0.00% -0.004 pp | USD29.14 -1.3% | 6 qtrs — |
| 33 | RAYMOND JAMES FINANCIAL INC | 32.0K +2.4K (+8.0%) | 921.4K +107.8K (+13.2%) | 0.21% +0.015 pp | 0.00% +0.000 pp | USD27.66 +4.0% | 3 qtrs — |
| 34 | QUBE RESEARCH & TECHNOLOGIES LTD | 27.4K -25.3K (-47.9%) | 789.3K -656.6K (-45.4%) | 0.18% -0.171 pp | 0.00% -0.001 pp | USD29.18 -1.4% | 6 qtrs — |
| 35 | SCHONFELD STRATEGIC ADVISORS LLC | 26.8K +12.9K (+92.7%) | 772.4K +390.0K (+102.0%) | 0.18% +0.085 pp | 0.00% +0.001 pp | USD30.49 -5.6% | 4 qtrs — |
| 36 | STATE OF WISCONSIN INVESTMENT BOARD | 25.6K +3.0K (+13.4%) | 737.7K +117.3K (+18.9%) | 0.17% +0.019 pp | 0.00% +0.000 pp | USD27.69 +3.9% | 6 qtrs — |
| 37 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 21.0K -18.7K (-47.2%) | 603.0K -485.5K (-44.6%) | 0.14% -0.127 pp | 0.00% -0.006 pp | USD29.90 -3.8% | 6 qtrs — |
| 38 | BLAIR WILLIAM & CO/IL | 19.9K -8.2K (-29.2%) | 572.4K -198.2K (-25.7%) | 0.13% -0.056 pp | 0.00% -0.001 pp | USD30.91 -6.9% | 4 qtrs — |
| 39 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 16.3K +16.3K (+100.0%) | 468.0K +468.0K (+100.0%) | 0.11% +0.108 pp | 0.11% +0.106 pp | USD28.77 +0.0% | 1 qtrs NEW |
| 40 | — | 16.0K +16.0K (+100.0%) | 459.9K +459.9K (+100.0%) | 0.11% +0.107 pp | 0.12% +0.118 pp | USD28.77 +0.0% | 1 qtrs NEW |
| 41 | 1832 ASSET MANAGEMENT L.P. | 15.4K -1.3K (-7.7%) | 442.3K -15.0K (-3.3%) | 0.10% -0.009 pp | 0.00% +0.000 pp | USD27.15 +6.0% | 6 qtrs — |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 15.2K +15.2K (+100.0%) | 438.2K +438.2K (+100.0%) | 0.10% +0.102 pp | 0.00% +0.000 pp | USD28.77 +0.0% | 3 qtrs — |
| 43 | SEI INVESTMENTS CO | 12.6K +670.0 (+5.6%) | 363.7K +35.2K (+10.7%) | 0.08% +0.004 pp | 0.00% +0.000 pp | USD28.85 -0.3% | 6 qtrs — |
| 44 | BANK OF NEW YORK MELLON CORP | 12.2K +2.8K (+29.7%) | 351.9K +93.1K (+36.0%) | 0.08% +0.018 pp | 0.00% +0.000 pp | USD27.74 +3.7% | 2 qtrs — |
| 45 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 11.7K +11.7K (+100.0%) | 337.3K +337.3K (+100.0%) | 0.08% +0.078 pp | 0.01% +0.012 pp | USD28.77 +0.0% | 1 qtrs NEW |
| 46 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 10.5K -6.5K (-38.3%) | 301.3K -164.5K (-35.3%) | 0.07% -0.044 pp | 0.00% -0.003 pp | USD27.44 +4.8% | 2 qtrs — |
| 47 | AMERICAN CENTURY COMPANIES INC | 10.3K +— (+0.0%) | 295.7K +13.7K (+4.8%) | 0.07% -0.001 pp | 0.00% +0.000 pp | USD27.44 +4.8% | 6 qtrs — |
| 48 | FRANKLIN RESOURCES INC | 10.0K +— (+0.0%) | 287.7K +13.3K (+4.8%) | 0.07% -0.001 pp | 0.00% +0.000 pp | USD27.12 +6.1% | 6 qtrs — |
| 49 | BALYASNY ASSET MANAGEMENT L.P. | 9.9K +9.9K (+100.0%) | 284.5K +284.5K (+100.0%) | 0.07% +0.066 pp | 0.00% +0.000 pp | USD28.77 +0.0% | 6 qtrs — |
| 50 | MILLENNIUM MANAGEMENT LLC | 8.3K -14.5K (-63.7%) | 238.1K -387.9K (-62.0%) | 0.06% -0.098 pp | 0.00% 0.000 pp | USD32.94 -12.7% | 5 qtrs — |
| 51 | ROYAL BANK OF CANADA | 7.2K +2.1K (+40.5%) | 207.0K +67.0K (+47.9%) | 0.05% +0.014 pp | 0.00% +0.000 pp | USD32.05 -10.2% | 6 qtrs — |
| 52 | CITIGROUP INC | 6.4K +1.9K (+41.2%) | 183.4K +59.5K (+48.1%) | 0.04% +0.012 pp | 0.00% +0.000 pp | USD27.83 +3.4% | 2 qtrs — |
| 53 | EMERALD MUTUAL FUND ADVISERS TRUST | 4.9K +— (+0.0%) | 141.0K +6.5K (+4.8%) | 0.03% 0.000 pp | 0.01% 0.000 pp | USD27.12 +6.1% | 6 qtrs — |
| 54 | QUADRANT CAPITAL GROUP LLC | 2.4K +2.4K (+100.0%) | 67.8K +67.8K (+100.0%) | 0.02% +0.016 pp | 0.00% +0.002 pp | USD28.77 +0.0% | 1 qtrs NEW |
| 55 | AQUATIC CAPITAL MANAGEMENT LLC | 1.5K +1.5K (+100.0%) | 43.7K +43.7K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.001 pp | USD28.77 +0.0% | 1 qtrs NEW |
| 56 | RUSSELL INVESTMENTS GROUP, LTD. | 1.4K -3.7K (-72.5%) | 40.9K -100.9K (-71.2%) | 0.01% -0.025 pp | 0.00% 0.000 pp | USD27.44 +4.8% | 2 qtrs — |
| 57 | US BANCORP \DE\ | 1.3K -62.0 (-4.7%) | 36.2K -29.0 (-0.1%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD35.00 -17.8% | 3 qtrs — |
| 58 | ACADIAN ASSET MANAGEMENT LLC | 1.2K -30.6K (-96.4%) | 33.0K -835.0K (-96.2%) | 0.01% -0.205 pp | 0.00% -0.002 pp | USD31.07 -7.4% | 5 qtrs — |
| 59 | FIFTH THIRD BANCORP | 896.00 +454.0 (+102.7%) | 25.8K +13.7K (+112.5%) | 0.01% +0.003 pp | 0.00% +0.000 pp | USD31.73 -9.3% | 3 qtrs — |
| 60 | PNC FINANCIAL SERVICES GROUP, INC. | 793.00 +16.0 (+2.1%) | 22.8K +1.5K (+7.0%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD28.67 +0.3% | 6 qtrs — |
| 61 | CWM, LLC | 703.00 +— (+0.0%) | 20.0K +1.0K (+5.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD27.12 +6.1% | 6 qtrs — |
| 62 | FARTHER FINANCE ADVISORS, LLC | 337.00 +337.0 (+100.0%) | 9.7K +9.7K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD28.77 +0.0% | 1 qtrs NEW |
| 63 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 135.00 +— (+0.0%) | 3.9K +180.0 (+4.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD27.44 +4.8% | 2 qtrs — |
| 64 | JONES FINANCIAL COMPANIES LLLP | 100.00 +100.0 (+100.0%) | 2.9K +2.9K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD28.77 +0.0% | 1 qtrs NEW |
| 65 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 100.00 +100.0 (+100.0%) | 2.9K +2.9K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD28.77 +0.0% | 1 qtrs NEW |
| 66 | ASTER CAPITAL MANAGEMENT (DIFC) LTD | 30.00 -136.0 (-81.9%) | 863.00 -3.7K (-81.1%) | 0.00% -0.001 pp | 0.00% -0.002 pp | USD27.43 +4.9% | 4 qtrs — |
| 67 | GAMMA INVESTING LLC | 9.00 +9.0 (+100.0%) | 259.00 +259.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD28.67 +0.3% | 1 qtrs NEW |
| 68 | BARCLAYS PLC | 1.00 +1.0 (+100.0%) | 29.00 +29.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD28.00 +2.8% | 1 qtrs NEW |
| 69 | TWO SIGMA ADVISERS, LP | — -65.8K (-100.0%) | — -1.8M (-100.0%) | 0.00% -0.442 pp | 0.00% -0.004 pp | USD— | 5 qtrs SOLD |
| 70 | MCF ADVISORS LLC | — -183.0 (-100.0%) | — -5.0K (-100.0%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD— | 6 qtrs SOLD |
| 71 | BOOTHBAY FUND MANAGEMENT, LLC | — -20.0K (-100.0%) | — -548.8K (-100.0%) | 0.00% -0.134 pp | 0.00% -0.008 pp | USD— | 6 qtrs SOLD |
| 72 | ADVISOR GROUP HOLDINGS, INC. | — -25.0 (-100.0%) | — -661.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 3 qtrs SOLD |
| 73 | QUANTBOT TECHNOLOGIES LP | — -4.0K (-100.0%) | — -109.8K (-100.0%) | 0.00% -0.027 pp | 0.00% -0.003 pp | USD— | 6 qtrs SOLD |
| 74 | WOODLINE PARTNERS LP | — -58.0K (-100.0%) | — -1.6M (-100.0%) | 0.00% -0.389 pp | 0.00% -0.008 pp | USD— | 6 qtrs SOLD |
| 75 | BNP PARIBAS ARBITRAGE, SNC | — -544.0 (-100.0%) | — -14.9K (-100.0%) | 0.00% -0.004 pp | 0.00% +0.000 pp | USD— | 4 qtrs SOLD |
| 76 | STATE OF WYOMING | — -5.4K (-100.0%) | — -146.9K (-100.0%) | 0.00% -0.036 pp | 0.00% -0.017 pp | USD— | 6 qtrs SOLD |
| 77 | SEVEN GRAND MANAGERS, LLC | — -50.0K (-100.0%) | — -1.4M (-100.0%) | 0.00% -0.336 pp | 0.00% -0.111 pp | USD— | 6 qtrs SOLD |
| 78 | NEXT CENTURY GROWTH INVESTORS LLC | — -143.3K (-100.0%) | — -3.9M (-100.0%) | 0.00% -0.962 pp | 0.00% -0.287 pp | USD— | 6 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 19 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Baron Financials ETF BCFN | 0.87% | 397.4K | 0.80% |
| 2 | Texas Capital Texas Equity Index ETF TXS | 0.05% | 18.4K | 0.49% |
| 3 | Avantis U.S. Small Cap Equity ETF AVSC | 0.01% | 270.7K | 0.25% |
| 4 | WisdomTree U.S. SmallCap Fund EES | 0.01% | 63.1K | 0.38% |
| 5 | U.S. Micro Cap Portfolio ETF DFMC | 0.01% | 669.9K | 0.43% |
| 6 | Dimensional - US Small Cap ETF DFAS | 0.01% | 781.0K | 0.26% |
| 7 | Vanguard Extended Market ETF VXF | 0.00% | 3.01M | 0.05% |
| 8 | Dimensional - US Sustainability Core 1 ETF DFSU | 0.00% | 29.2K | 0.15% |
| 9 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 43.0K | 0.17% |
| 10 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 15.7K | 0.03% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
2.14
Bullish
Ratio by volume
3.00
Bullish
Buys
15
Sells
7
Shares acquired
124.5K
Shares disposed
6.8K
Cash buys
—
Cash sales
—
Net activity
+117,680
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-31 | Zwinggi Janice E. | Officer | F-InKind | D | Class A Common Stock | 839 | 18.39 | 15.4K | 65,024 | D | ↗ |
| 2026-03-31 | Wong Janet S. | Director | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 12,617 | D | ↗ |
| 2026-03-31 | Vijaya Gopal Mohan Babu | Officer | A-Award | A | Class A Common Stock | 3,250 | 0.00 | — | 3,677 | D | ↗ |
| 2026-03-31 | Padgett Gene | Officer | F-InKind | D | Class A Common Stock | 224 | 18.39 | 4.1K | 4,805 | D | ↗ |
| 2026-03-31 | Nolan Katherine C | Officer | F-InKind | D | Class A Common Stock | 828 | 18.39 | 15.2K | 93,608 | D | ↗ |
| 2026-03-31 | McGuire Andrew Vincent | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 4,000 | D | ↗ |
| 2026-03-31 | Ferracone Robin A | Director | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 26,117 | D | ↗ |
| 2026-03-31 | DOAK MICHAEL | Director | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 10,117 | D | ↗ |
| 2026-03-31 | Bunch Richard F. III | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 27,500 | 0.00 | — | 333,462 | D | ↗ |
| 2026-03-31 | Bunch Michelle Caroline | Director | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 15,967 | D | ↗ |
| 2026-03-31 | Bunch Charles Alexander | Officer | F-InKind | D | Class A Common Stock | 326 | 18.39 | 6.0K | 42,686 | D | ↗ |
| 2026-03-31 | Benes Julie E. | Officer | F-InKind | D | Class A Common Stock | 337 | 18.39 | 6.2K | 43,625 | D | ↗ |
| 2026-03-31 | Anderson Jonathan James | Director | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 10,117 | D | ↗ |
| 2026-03-06 | McGuire Andrew Vincent | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-01 | Vijaya Gopal Mohan Babu | Officer | A-Award | A | Class A Common Stock | 427 | 0.00 | — | 427 | D | ↗ |
| 2025-11-07 | Vijaya Gopal Mohan Babu | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-17 | Zwinggi Janice E. | Officer | F-InKind | D | Class A Common Stock | 7,338 | 33.16 | 243.3K | 53,363 | D | ↗ |
| 2025-07-17 | Nolan Katherine C | Officer | F-InKind | D | Class A Common Stock | 11,588 | 33.16 | 384.3K | 81,936 | D | ↗ |
| 2025-07-17 | Bunch Richard F. III | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 17,749 | 33.16 | 588.6K | 305,962 | D | ↗ |
| 2025-07-17 | Bunch Michelle Caroline | Director | F-InKind | D | Class A Common Stock | 17,749 | 33.16 | 588.6K | 305,962 | I | ↗ |
| 2025-07-17 | Bunch Charles Alexander | Officer | F-InKind | D | Class A Common Stock | 6,187 | 33.16 | 205.2K | 38,012 | D | ↗ |
| 2025-07-17 | Benes Julie E. | Officer | F-InKind | D | Class A Common Stock | 6,187 | 33.16 | 205.2K | 38,962 | D | ↗ |
| 2025-03-31 | Zwinggi Janice E. | Officer | A-Award | A | Class A Common Stock | 6,470 | 0.00 | — | 60,701 | D | ↗ |
| 2025-03-31 | Wong Janet S. | Director | A-Award | A | Class A Common Stock | 2,588 | 0.00 | — | 8,617 | D | ↗ |
| 2025-03-31 | Padgett Gene | Officer | A-Award | A | Class A Common Stock | 1,779 | 0.00 | — | 1,779 | D | ↗ |
| 2025-03-31 | Nolan Katherine C | Officer | A-Award | A | Class A Common Stock | 6,470 | 0.00 | — | 93,524 | D | ↗ |
| 2025-03-31 | Ferracone Robin A | Director | A-Award | A | Class A Common Stock | 2,588 | 0.00 | — | 22,117 | D | ↗ |
| 2025-03-31 | DOAK MICHAEL | Director | A-Award | A | Class A Common Stock | 2,588 | 0.00 | — | 6,117 | D | ↗ |
| 2025-03-31 | Bunch Richard F. III | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 2,588 | 0.00 | — | 11,967 | I | ↗ |
| 2025-03-31 | Bunch Michelle Caroline | Director | A-Award | A | Class A Common Stock | 2,588 | 0.00 | — | 11,967 | D | ↗ |
| 2025-03-31 | Bunch Charles Alexander | Officer | A-Award | A | Class A Common Stock | 2,588 | 0.00 | — | 44,199 | D | ↗ |
| 2025-03-31 | Benes Julie E. | Officer | A-Award | A | Class A Common Stock | 2,588 | 0.00 | — | 45,149 | D | ↗ |
| 2025-03-31 | Anderson Jonathan James | Director | A-Award | A | Class A Common Stock | 2,588 | 0.00 | — | 6,117 | D | ↗ |
| 2025-01-20 | Padgett Gene | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-01-17 | Zwinggi Janice E. | Officer | F-InKind | D | Class A Common Stock | 7,592 | 30.70 | 233.1K | 54,231 | D | ↗ |
| 2025-01-17 | Nolan Katherine C | Officer | F-InKind | D | Class A Common Stock | 7,431 | 30.70 | 228.1K | 87,054 | D | ↗ |
| 2025-01-17 | Bunch Richard F. III | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 13,095 | 30.70 | 402.0K | 307,536 | D | ↗ |
| 2025-01-17 | Bunch Michelle Caroline | Director | F-InKind | D | Class A Common Stock | 13,095 | 30.70 | 402.0K | 307,536 | I | ↗ |
| 2025-01-17 | Bunch Charles Alexander | Officer | F-InKind | D | Class A Common Stock | 6,447 | 30.70 | 197.9K | 41,611 | D | ↗ |
| 2025-01-17 | Benes Julie E. | Officer | F-InKind | D | Class A Common Stock | 6,447 | 30.70 | 197.9K | 42,561 | D | ↗ |
| 2024-11-26 | Benes Julie E. | Officer | P-Purchase | A | Class A Common Stock | 950 | 33.53 | 31.9K | 49,008 | D | ↗ |
| 2024-07-19 | Bunch Charles Alexander | Officer | P-Purchase | A | Class A Common Stock | 72 | 17.00 | 1.2K | 72 | I | ↗ |
Executive team
Top executives
EBIT / Employee
152.7K
Shares Outstanding
15.03M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Richard F. ("Gordy") Bunch III Chief Executive Officer and Chairman | 700.0K | — | 2.30M | — | — | 38.9K | 3.04M | 75.67% | ↗ |
| 2 | 2024 | Katherine C. Nolan Chief Operating Officer | 400.0K | — | 1.50M | — | 146.3K | 28.6K | 2.07M | 72.29% | ↗ |
| 3 | 2024 | Janice E. Zwinggi Chief Financial Officer | 387.5K | — | 1.00M | — | 146.3K | 28.6K | 1.56M | 64.01% | ↗ |
| 4 | 2023 | Richard F. ("Gordy") Bunch III Chief Executive Officer and Chairman | 700.0K | — | — | — | — | 34.4K | 734.4K | 0.00% | ↗ |
| 5 | 2023 | Katherine C. Nolan Chief Operating Officer | 400.0K | — | — | — | 75.0K | 34.4K | 509.4K | 0.00% | ↗ |
| 6 | 2023 | Janice E. Zwinggi Chief Financial Officer | 375.0K | — | — | — | 70.0K | 14.6K | 459.6K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Richard Finley Bunch | Chairman & Chief Executive Officer | 740.2K | male |
| Katherine C. Nolan | President | 682.4K | female |
| Janice Elaine Zwinggi | Chief Financial Officer | 670.0K | female |
| Andy McGuire | Chief Underwriting Officer | — | male |
| Mohan Vijayagopal | Chief Technology Officer | — | male |
| Julie E. Benes | Chief Legal Officer & Secretary | — | female |
| Charles Alexander Bunch | Chief Creative & Marketing Officer | — | male |
| Eugene Padgett | Chief Accounting Officer | — | male |
ESG Rating
ESG Score History INSURANCE - BROKERS
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for TWFG
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
