Stock Taper 
TWFG
$28.13
▲ UP 5.40% (1.44)
KEY STATISTICS
Market Cap$346.89 M
52w High$31.30
52w Low$16.56
Dividend Yield—
Frequency—
P/E23.44
Volume213.99K
Shares Out.13.00M
COMPANY
LEADERSHIP
CHIEF EXECUTIVE
Richard Finley Bunch
COMPENSATION 2026
Salary$700,000
Stock Awards$2,298,500
Incentive Plan Pay$0
All Other Comp.$38,887
Total$3,037,387
ABOUT
SECTOR
Financial Services
WENT PUBLIC
July 18, 2024
METHOD OF GOING PUBLIC
N/A
FULL TIME EMPLOYEES
400
PRICE TARGET
Target High$34.00
Target Low$23.00
Target Median$29.00
Target Consensus$28.40
UPCOMING EARNINGS
DateNov 11, 2026
DayWednesday
Rev. Est.$78.89M
NOV
11
WED
PRICE
$28.13 ▲ UP 5.40% (+$1.44)About TWFG, Inc. Common Stock
https://www.twfg.com ↗TWFG, Inc., founded in 2001 and based in Texas, operates an independent platform offering a wide range of personal and commercial insurance products across the U.S., as a subsidiary of Bunch Family Holdings, LLC.
INDUSTRY
Insurance - Brokers
A SERVICE TWFG, INC. COMMON STOCK IS KNOWN FOR
Personal and Commercial Insurance Policies
TWFG, Inc. is an independent insurance agency providing a wide range of personal and commercial coverage, including auto, home, life, and business insurance from multiple carriers.
ETFS HOLDING THIS STOCK
ETFS HOLDING
23
LISTED HERE
8
RANKED BY POSITION SIZE
INSTITUTIONAL OWNERSHIP
SHARES OWNED
85.48%
HOLDERS
102
TOP 12 OF 102 · RANKED BY POSITION SIZE
T. Rowe Price Investment Management, Inc.
Alliancebernstein L.P.
Bamco Inc /Ny/
Fmr LLC
Capital International Investors
Nuveen Asset Management, LLC
Vanguard Group Inc
Riverbridge Partners LLC
Giverny Capital Inc.
Central Securities Corp
Nuveen, LLC
Victory Capital Management Inc
RATINGS SNAPSHOT
Overall rating: B+
Discounted Cash Flow4
Return On Equity5
Return On Assets4
Debt To Equity3
Price To Earnings1
Price To Book1
Overall Score3
INSIDER TRADES
★
DIRECTOR, 10 PERCENT OWNER, OFFICER: PRESIDENT AND CEO
Bunch Richard F. III
Sale · 17.7K shares
2026-07-17
★
OFFICER: GENERAL COUNSEL AND SECRETARY
Benes Julie E.
Sale · 6.2K shares
2026-07-17
★
OFFICER: CHIEF CREATIVE & MARKETING OFF
Bunch Charles Alexander
Sale · 6.2K shares
2026-07-17
★
OFFICER: CHIEF OPERATING OFFICER
Nolan Katherine C
Sale · 11.6K shares
2026-07-17
MOST RECENT ANALYST GRADES
GRADE SUMMARY
OVERWEIGHT 2
NEUTRAL 1
MARKET PERFORM 1
BUY 1
OUTPERFORM 1
6 GRADES IN THE LAST 12 MONTHS
SECTORS PEERS
| PEER | PRICE | |
|---|---|---|
 VBNK | $22.77 | COMPARE |
 CWBC | $26.18 | COMPARE |
 GLRE | $14.99 | COMPARE |
 FRBA | $18.03 | COMPARE |
 BMRC | $27.75 | COMPARE |
 GBLI | $30.00 | COMPARE |
 RM | $33.16 | COMPARE |
 SLQT | $0.50 | COMPARE |