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TWFG · NASDAQ · Insurance - Brokers

TWFG (TWFG)

Connects independent agencies with personal and commercial insurance through branches and an MGA.

$24.29

After hours+0.05 (+0.21%)

At close$24.24(−5.75%)

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13F · 13D/G · Form 4

Institutions	16.82%	9.11M shares
83 holders · as of Jun 30, 2026
Insiders	126.98%	68.78M shares
13 holders · as of Jul 21, 2026
Adds to	143.80%

54.17M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (54.17M in the company's Sep 22, 2026 report, 13.00M elsewhere); stakes use the report.

These groups come from separate filings that can overlap, so they add to 143.80%; nothing is left for Other.

This company has 3 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

Holder	Stake	Shares	Date
Richard F. III Bunch^1,2Insiderdirector, 10 percent owner, officer: President and CEO	62.84%	34.57M COMPANY	filed Jul 21, 2026
Michelle Caroline BunchInsiderdirector	62.20%	329,563 A · 33.36M C	filed Jul 21, 2026
Bamco Inc /NY/Institution	2.10%	1.14M A	as of Jun 30, 2026
Capital International InvestorsInstitution	1.77%	958,490	filed Feb 13, 2026
Franklin Resources IncInstitution	1.44%	781,912 A	as of Jun 30, 2026
Michael DoakInsiderdirector	1.43%	775,704 A	filed Jun 8, 2026
T. Rowe Price Investment Management, Inc.Institution	1.39%	753,680 A	as of Jun 30, 2026
Giverny Capital Inc.Institution	1.20%	652,452 A	as of Jun 30, 2026
Central Securities CorpInstitution	0.92%	500,000 A	as of Jun 30, 2026
Vanguard Capital Management LLCInstitution	0.90%	489,244 A	as of Jun 30, 2026
Marshall Wace, LLPInstitution	0.75%	408,732 A	as of Jun 30, 2026
Two Sigma Investments, LPInstitution	0.69%	372,365 A	as of Jun 30, 2026
Jane Street Group, LLCInstitution	0.65%	353,216 A	as of Jun 30, 2026
Riverbridge Partners LLCInstitution	0.61%	332,658 A	as of Jun 30, 2026
BlackRock, Inc.Institution	0.41%	222,376 A	as of Jun 30, 2026
Gilder Gagnon Howe & Co LLCInstitution	0.41%	221,180 A	as of Jun 30, 2026
Alyeska Investment Group, L.P.Institution	0.40%	215,778 A	as of Jun 30, 2026
Citadel Advisors LLCInstitution	0.40%	214,589 A	as of Jun 30, 2026
Ascent Group, LLCInstitution	0.39%	212,310 A	as of Jun 30, 2026
Geode Capital Management, LLCInstitution	0.32%	174,213 A	as of Jun 30, 2026
Renaissance Technologies LLCInstitution	0.28%	149,900 A	as of Jun 30, 2026
Gillson Capital LPInstitution	0.27%	148,665 A	as of Jun 30, 2026
Point72 Asset Management, L.P.Institution	0.25%	135,139 A	as of Jun 30, 2026
Morgan StanleyInstitution	0.24%	127,879 A	as of Jun 30, 2026
Goldman Sachs Group IncInstitution	0.21%	114,678 A	as of Jun 30, 2026

Richard F. III Bunch's transaction reports restate only vehicles that traded; the 2024 ownership statement (34.57M) less the 530.0K net shares sold since is used instead.
Richard F. III Bunch reports a block also reported by Michelle Caroline Bunch; it is counted once, under Michelle Caroline Bunch.

13F, as of Jun 30, 2026

83 holders · 9.11M shares · 12 new positions · 47 increased · 24 reduced · 15 closed

Holder	Shares	% of company	Chg q/q	Filed
Bamco Inc /NY/	1.14M	2.10%	−8	Aug 14, 2026
Franklin Resources Inc	781.9K	1.44%	+771.9K	Aug 13, 2026
T. Rowe Price Investment Management, Inc.	753.7K	1.39%	−1.35M	Aug 14, 2026
Giverny Capital Inc.	652.5K	1.20%	+100.3K	Aug 26, 2026
Central Securities Corp	500.0K	0.92%	0	Aug 10, 2026
Vanguard Capital Management LLC	489.2K	0.90%	−81.3K	Aug 13, 2026
Marshall Wace, LLP	408.7K	0.75%	+141.9K	Aug 13, 2026
Two Sigma Investments, LP	372.4K	0.69%	+167.2K	Aug 14, 2026

13D/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

Form 4

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

House and Senate disclosures

Not reported.

Breakdown

Top shareholders

Institutions

Ownership statements

Insider trades

Latest trades

Congress