TWFG
TWFG-A (TWFG)
NASDAQ
$28.77+$2.38 (+9.02%)
Price as of Oct 22, 2026 7:30 PM EDT
  • $339.9M
    Market Cap
  • 3.57%
    1-Year Change
  • Insurance Brokers
    Industry

Top Holders

Institutional
Mutual Funds
Holder
Ownership %
Shares Held
Change (Shares, %)
Report Date
BAMCO INC /NY/
8.81%
1.1M
-8 (-0.0007%)
Jun 30, 2026
FRANKLIN RESOURCES INC
6.07%
781,912
+771,912 (+98.72%)
Jun 30, 2026
FRANKLIN TEMPLETON INC
6.07%
781,912
+771,912 (+98.72%)
Jun 30, 2026
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.
5.85%
753,680
-1.3M (-178.54%)
Jun 30, 2026
NUVEEN ASSET MANAGEMENT, LLC
5.53%
711,895
-86,325 (-12.13%)
Dec 31, 2024
VANGUARD GROUP INC
5.08%
654,631
+14,920 (+2.28%)
Dec 31, 2025
GIVERNY CAPITAL INC.
5.07%
652,452
+100,345 (+15.38%)
Jun 30, 2026

Current Ownership Distribution

  • Institutions79.9M (83.73%)
  • Mutual Funds13.9M (14.53%)
  • Insiders1.7M (1.75%)
  • Other0 (0.00%)

Insider Transactions

  • 1.75% (1.7M)
    Current InsiderOwnership (%, shares)
  • 0
    Number of InsiderBuying (last 12 months)
  • $0.00
    Amount of InsiderBuying (last 12 months)
  • 0
    Number of InsiderSelling (last 12 months)
  • $0.00
    Amount 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