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TWFG-A (TWFG)
NASDAQ
$28.96$0.00 (0.00%)
Price as of Aug 21, 2026 7:30 PM EDT- $373.0MMarket Cap
- -1.53%1-Year Change
- Insurance BrokersIndustry
TWFG-A (TWFG)
$28.96$0.00 (0.00%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 16.15% | 2.1M | -748,421 (-35.65%) | Mar 31, 2026 |
BAMCO INC /NY/ | 8.73% | 1.1M | +180,636 (+15.91%) | Mar 31, 2026 |
NUVEEN ASSET MANAGEMENT, LLC | 5.48% | 711,895 | -86,325 (-12.13%) | Dec 31, 2024 |
VANGUARD GROUP INC | 5.04% | 654,631 | +14,920 (+2.28%) | Dec 31, 2025 |
GIVERNY CAPITAL INC. | 4.25% | 552,107 | +220,596 (+39.96%) | Mar 31, 2026 |
RIVERBRIDGE PARTNERS LLC | 4.23% | 549,614 | -44,130 (-8.03%) | Mar 31, 2026 |
CENTRAL SECURITIES CORP | 3.85% | 500,000 | +25,000 (+5.00%) | Mar 31, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
SMALLCAP WORLD FUND INC | 8.20% | 1.1M | +114,668 (+10.76%) | Mar 31, 2026 |
VANGUARD INDEX FUNDS | 4.28% | 556,484 | +3,652 (+0.66%) | Mar 31, 2026 |
T. Rowe Price Small-Cap Stock Fund, Inc. | 4.09% | 531,504 | -357,341 (-67.23%) | Mar 31, 2026 |
T. Rowe Price Small-Cap Value Fund, Inc. | 3.93% | 510,997 | -699 (-0.14%) | Mar 31, 2026 |
CENTRAL SECURITIES CORP | 3.85% | 500,000 | +25,000 (+5.00%) | Mar 31, 2026 |
COLLEGE RETIREMENT EQUITIES FUND | 3.81% | 495,092 | 0 (0.00%) | Mar 31, 2026 |
T. Rowe Price Equity Funds, Inc. | 2.22% | 289,108 | -169,697 (-58.70%) | Mar 31, 2026 |
Current Ownership Distribution
- Institutions70.0M (88.70%)
- Mutual Funds7.2M (9.19%)
- Insiders1.7M (2.11%)
- Other0 (0.00%)
Insider Transactions
- 2.11% (1.7M)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 0Number of InsiderSelling (last 12 months)
- $0.00Amount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
Zwinggi Janice E. Chief Financial Officer | In Kind | Jul 17, 2026 | $203,158.50 | 7,710 | $26.35 | 57,314 |
Benes Julie E. General Counsel and Secretary | In Kind | Jul 17, 2026 | $162,605.85 | 6,171 | $26.35 | 37,454 |
Bunch Charles Alexander Chief Creative & Marketing Off | In Kind | Jul 17, 2026 | $162,395.05 | 6,163 | $26.35 | 36,523 |
Bunch Richard F. III President and CEO | In Kind | Jul 17, 2026 | $467,264.55 | 17,733 | $26.35 | 313,596 |
Bunch Michelle Caroline | In Kind | Jul 17, 2026 | $467,264.55 | 17,733 | $26.35 | 313,596 |
DOAK MICHAEL | Award | Mar 31, 2026 | $0.00 | 4,000 | $0.00 | 10,117 |
Padgett Gene Chief Accounting Officer | Award | Mar 31, 2026 | $0.00 | 3,250 | $0.00 | 5,029 |
Ferracone Robin A | Award | Mar 31, 2026 | $0.00 | 4,000 | $0.00 | 26,117 |
Bunch Charles Alexander Chief Creative & Marketing Off | Award | Mar 31, 2026 | $0.00 | 5,000 | $0.00 | 43,012 |
Bunch Michelle Caroline | Award | Mar 31, 2026 | $0.00 | 4,000 | $0.00 | 15,967 |
Vijaya Gopal Mohan Babu Chief Technology Officer | Award | Mar 31, 2026 | $0.00 | 3,250 | $0.00 | 3,677 |
Nolan Katherine C Chief Operating Officer | Award | Mar 31, 2026 | $0.00 | 12,500 | $0.00 | 94,436 |
McGuire Andrew Vincent Chief Underwriting Officer | Award | Mar 31, 2026 | $0.00 | 4,000 | $0.00 | 4,000 |
Wong Janet S. | Award | Mar 31, 2026 | $0.00 | 4,000 | $0.00 | 12,617 |
Bunch Richard F. III President and CEO | Award | Mar 31, 2026 | $0.00 | 27,500 | $0.00 | 333,462 |
Nolan Katherine C Chief Operating Officer | In Kind | Mar 31, 2026 | $15,226.92 | 828 | $18.39 | 93,608 |
Anderson Jonathan James | Award | Mar 31, 2026 | $0.00 | 4,000 | $0.00 | 10,117 |
Bunch Michelle Caroline | Award | Mar 31, 2026 | $0.00 | 27,500 | $0.00 | 333,462 |
Benes Julie E. General Counsel and Secretary | Award | Mar 31, 2026 | $0.00 | 5,000 | $0.00 | 43,962 |
Bunch Michelle Caroline | In Kind | Mar 31, 2026 | $39,225.87 | 2,133 | $18.39 | 331,329 |
Bunch Charles Alexander Chief Creative & Marketing Off | In Kind | Mar 31, 2026 | $5,995.14 | 326 | $18.39 | 42,686 |
Bunch Richard F. III President and CEO | In Kind | Mar 31, 2026 | $39,225.87 | 2,133 | $18.39 | 331,329 |
Padgett Gene Chief Accounting Officer | In Kind | Mar 31, 2026 | $4,119.36 | 224 | $18.39 | 4,805 |
Bunch Richard F. III President and CEO | Award | Mar 31, 2026 | $0.00 | 4,000 | $0.00 | 15,967 |
Benes Julie E. General Counsel and Secretary | In Kind | Mar 31, 2026 | $6,197.43 | 337 | $18.39 | 43,625 |
Benes Julie E. General Counsel and Secretary | In Kind | Jul 17, 2025 | $205,160.92 | 6,187 | $33.16 | 38,962 |
Zwinggi Janice E. Chief Financial Officer | In Kind | Jul 17, 2025 | $243,328.08 | 7,338 | $33.16 | 53,363 |
Nolan Katherine C Chief Operating Officer | In Kind | Jul 17, 2025 | $384,258.08 | 11,588 | $33.16 | 81,936 |
Bunch Charles Alexander Chief Creative & Marketing Off | In Kind | Jul 17, 2025 | $205,160.92 | 6,187 | $33.16 | 38,012 |
Bunch Michelle Caroline | In Kind | Jul 17, 2025 | $588,556.84 | 17,749 | $33.16 | 305,962 |