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TWFG
TWFG, INC. COMMON STOCK
NASDAQ
$29.22
▼ DOWN 2.63% (-0.79)

KEY STATISTICS

Market Cap$390.04 M
52w High$31.30
52w Low$16.56
Dividend Yield—
Frequency—
P/E24.35
Volume43.21K
Shares Out.13.00M

COMPANY

LEADERSHIP

Richard Finley Bunch
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

$29.22 ▼ DOWN 2.63% (−$0.79)
$28.80$29.00$29.20$29.409:35 AM10:06 AM10:37 AM11:08 AM11:38 AM12:09 PM12:40 PM29.22

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.

COMPETITORS

COMPETITOR
AJG COMPARE
AON COMPARE
BRO COMPARE
WTW COMPARE

Revenue by Products

IconPRODUCTQ3-2025Q4-2025Q1-2026Q2-2026
Commission Income$58.27M $59.35M ▲$67.05M ▲$80.64M ▲
Fee Income$3.47M $3.19M ▼$3.35M ▲$4.17M ▲
License$886K $666K ▼$529K ▼$822K ▲
Product and Service Other$292K $401K ▲$507K ▲$536K ▲

ETFS HOLDING THIS STOCK

ETFS HOLDING
23
LISTED HERE
8
RANKED BY POSITION SIZE
VTS.AX
0.00% · 320.7K
DFAS
0.01% · 30.8K
ALIL
2.31% · 19.4K
BCFN
0.92% · 15.8K
AVSC
0.01% · 12.4K
EES
0.01% · 3.3K
ACSG
0.13% · 2.3K
TXS
0.06% · 799

INSTITUTIONAL OWNERSHIP

SHARES OWNED
85.48%
HOLDERS
102
TOP 12 OF 102 · RANKED BY POSITION SIZE
T. Rowe Price Investment Management, Inc.
2.8M sh · $77.41M
Alliancebernstein L.P.
1.1M sh · $31.23M
Bamco Inc /Ny/
1.1M sh · $20.87M
Fmr LLC
1.1M sh · $29.93M
Capital International Investors
1.1M sh · $19.6M
Nuveen Asset Management, LLC
711.9K sh · $21.93M
Vanguard Group Inc
654.6K sh · $18.83M
Riverbridge Partners LLC
593.7K sh · $17.08M
Giverny Capital Inc.
552.1K sh · $10.15M
Central Securities Corp
500.0K sh · $9.2M
Nuveen, LLC
495.1K sh · $9.1M
Victory Capital Management Inc
351.5K sh · $9.64M

RATINGS SNAPSHOT

Overall rating: B+

DCFROEROAD/EP/EP/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
Morgan Stanley OVERWEIGHT JP Morgan NEUTRAL Keefe, Bruyette & Woods MARKET PERFORM UBS BUY RBC Capital OUTPERFORM Piper Sandler OVERWEIGHT

SECTORS PEERS

PEERPRICE
VBNK$19.84COMPARE
CWBC$25.82COMPARE
GLRE$15.37COMPARE
FRBA$17.89COMPARE
BMRC$26.63COMPARE
GBLI$29.62COMPARE
RM$32.55COMPARE
SLQT$0.52COMPARE