TI

TWFG, Inc. Common Stock

TWFG·NASDAQ

$18.60

-2.6%
Financial ServicesInsurance - Brokers

TWFG, Inc. operates an independent distribution platform for personal and commercial insurance products in the United States. Its personal and commercial insurance products include auto, home, renters, life, health, motorcycle, umbrella, boat, recreational vehicle, flood, wind, event, luxury item, general liability, property, business auto, workers' compensation, business owner policy, and professional liability insurance products, as well as commercial bonds and group benefits. The company was founded in 2001 and is based in The Woodlands, Texas. TWFG, Inc. operates as a subsidiary of Bunch Family Holdings, LLC.

At a Glance

Live Snapshot
Market Cap$241.75M
EPS0.5300
P/E Ratio35.09
Earnings Date08/11/2026
9.26%
Return on Invested Capital
3Y-72.0%
5Y-72.0%
10Y-72.0%
9.58%
Return on Equity
158%
3Y-
5Y-
10Y-
2.15%
Return on Assets
153%
3Y-
5Y-
10Y-
TI

TWFG, Inc. Common Stock Management Team

TWFG · NASDAQ
MR

Mr. Richard Finley Bunch III

Chairman, Chief Executive Officer & President

Compensation

$738,887

Born 1974(Age 52)
male
ME

Mr. Eugene Padgett

Chief Accounting Officer

Born 1972(Age 54)
male
MC

Mr. Charles Alexander Bunch

Chief Creative & Marketing Officer

Born 1972(Age 54)
male
MJ

Ms. Janice Elaine Zwinggi

Chief Financial Officer

Compensation

$562,358

Born 1962(Age 64)
female
MK

Ms. Katherine C. Nolan

Chief Operating Officer

Compensation

$574,858

Born 1961(Age 65)
female
MJ

Ms. Julie E. Benes

General Counsel & Secretary

Born 1977(Age 49)
female
MM

Mr. Mark Alberto

Senior Vice President of Technology

male
t

TWFG, Inc. Common Stock Insider Positioning

TWFG · NASDAQ

During the last 12 months, insiders have purchased $2.56M and sold $2.22M worth of TWFG shares, resulting in $346K of net buying activity.

3 Months

Bought

135.5K

2.56M

Sold

0

0.00

Net Activity

+2.6M

+$2.56M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

66.8K

2.22M

Net Activity

-2.2M

-$2.22M

Top Buyers

1
DM

Doak Michael

Director

135.5K shares9 transactions

$2.56M

Top Sellers

1
BMC

Bunch Michelle Caroline

Director

17.7K shares1 transactions

$589K

2
BRFI

Bunch Richard F. Iii

Director, 10 Percent Owner, Officer: President And Ceo

17.7K shares1 transactions

$589K

3
NKC

Nolan Katherine C

Officer: Chief Operating Officer

11.6K shares1 transactions

$384K

4
ZJE

Zwinggi Janice E.

Officer: Chief Financial Officer

7.3K shares1 transactions

$243K

5
BJE

Benes Julie E.

Officer: General Counsel And Secretary

6.2K shares1 transactions

$205K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Moderately bullish with $346K net buying. Insiders show cautious optimism through measured share purchases.

Buy/Sell Ratio

1.16:1

Positive buy/sell ratio. Buying exceeds or matches selling, indicating net positive insider sentiment.

Recent Trend (3 Months)

$2.56M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Sustained buying momentum: Consistent net buying over multiple quarters suggests insiders maintain conviction in the company's prospects. This is particularly meaningful if buying continued through market volatility.

SEC Filings

TWFG - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
DEF 14A

DEF 14A 2026

N/A

April 10, 2026
May 27, 2026
2026
DEF 14A

DEF 14A 2024

N/A

April 11, 2025
December 31, 2024
2024
Showing 1 to 2 of 2 filings