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TWFG Insider Trading

Insider Ownership Percentage: 66.48%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $0.00

TWFG Insider Trading History Chart

This chart shows the insider buying and selling history at TWFG by year and by quarter.

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TWFG Share Price & Price History

Current Price: $17.73
Price Change: ▼ Price Decrease of -0.103 (-0.58%)
As of 03/26/2026 01:38 PM ET

This chart shows the closing price history over time for TWFG up to the past year.

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Days: 30 | 90 | 365

TWFG Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
7/19/2024Charles Alexander Bunch, IIIInsiderBuy1,000$17.00$17,000.0048,058View SEC Filing Icon  
7/19/2024Janet S. WongDirectorBuy2,500$17.00$42,500.006,029View SEC Filing Icon  
7/19/2024Janice E. ZwinggiCFOBuy3,000$17.00$51,000.0061,823View SEC Filing Icon  
7/19/2024Katherine C. NolanCOOBuy6,250$17.00$106,250.0094,485View SEC Filing Icon  
7/19/2024Richard F. Bunch, IIICEOBuy17,550$17.00$298,350.00695,925View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for TWFG (NASDAQ:TWFG)

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at TWFG by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

TWFG Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/19/2026T. Rowe Price Investment Management Inc.2,847,719$81.93M0.1%+0.9%5.067%Search for SEC Filing on Google Icon
2/18/2026Susquehanna Portfolio Strategies LLC10,473$0.30M0.0%-38.3%0.019%Search for SEC Filing on Google Icon
2/18/2026Susquehanna Fundamental Investments LLC11,724$0.34M0.0%N/A0.021%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC8,275$0.24M0.0%-63.7%0.015%Search for SEC Filing on Google Icon
2/18/2026Balyasny Asset Management L.P.9,890$0.29M0.0%N/A0.018%Search for SEC Filing on Google Icon
2/17/2026Schonfeld Strategic Advisors LLC26,848$0.77M0.0%+92.7%0.048%Search for SEC Filing on Google Icon
2/17/2026Gillson Capital LP169,065$4.86M0.3%+14.6%0.301%Search for SEC Filing on Google Icon
2/17/2026Price T Rowe Associates Inc. MD33,018$0.95M0.0%+5.8%0.059%Search for SEC Filing on Google Icon
2/17/2026T. Rowe Price Investment Management Inc.386,622$11.12M0.0%-86.3%0.688%Search for SEC Filing on Google Icon
2/17/2026Ghisallo Capital Management LLC50,000$1.44M0.1%-50.0%0.089%Search for SEC Filing on Google Icon
2/17/2026Russell Investments Group Ltd.1,421$41K0.0%-72.5%0.003%Search for SEC Filing on Google Icon
2/17/2026State of Wisconsin Investment Board25,641$0.74M0.0%+13.4%0.046%Search for SEC Filing on Google Icon
2/17/2026ExodusPoint Capital Management LP20,959$0.60M0.0%-47.2%0.037%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada7,178$0.21M0.0%+40.5%0.013%Search for SEC Filing on Google Icon
2/17/2026Blair William & Co. IL19,896$0.57M0.0%-29.2%0.035%Search for SEC Filing on Google Icon
2/16/2026Giverny Capital Inc.331,511$9.54M0.3%+10.4%0.590%Search for SEC Filing on Google Icon
2/16/2026Dockside LLC15,987$0.46M0.1%N/A0.028%Search for SEC Filing on Google Icon
2/16/2026Brasada Capital Management LP160,787$4.50M0.8%-5.1%0.286%Search for SEC Filing on Google Icon
2/13/2026State Street Corp64,366$1.85M0.0%+6.2%0.115%Search for SEC Filing on Google Icon
2/13/2026Dynamic Technology Lab Private Ltd16,252$0.47M0.1%N/A0.029%Search for SEC Filing on Google Icon
2/13/2026Lord Abbett & CO. LLC255,764$7.36M0.0%+179.8%0.455%Search for SEC Filing on Google Icon
2/13/2026Quadrant Capital Group LLC2,357$68K0.0%N/A0.004%Search for SEC Filing on Google Icon
2/12/2026Renaissance Technologies LLC39,200$1.13M0.0%+8.0%0.070%Search for SEC Filing on Google Icon
2/11/2026Capital International Investors958,490$27.58M0.0%+114.4%1.705%Search for SEC Filing on Google Icon
2/10/2026TD Asset Management Inc67,704$1.95M0.0%+8.6%0.120%Search for SEC Filing on Google Icon
2/10/2026Goldman Sachs Group Inc.53,303$1.53M0.0%-44.0%0.095%Search for SEC Filing on Google Icon
2/10/2026Central Securities Corp475,000$13.67M1.1%+5.6%0.845%Search for SEC Filing on Google Icon
2/9/2026Geode Capital Management LLC236,160$6.80M0.0%+7.5%0.420%Search for SEC Filing on Google Icon
2/2/2026Blalock Williams LLC11,942$0.34M0.3%+24.4%0.021%Search for SEC Filing on Google Icon
2/2/2026Fifth Third Bancorp896$26K0.0%+102.7%0.002%Search for SEC Filing on Google Icon
1/20/2026Ascent Group LLC102,402$2.95M0.1%+13.3%0.182%Search for SEC Filing on Google Icon
1/13/2026Riverbridge Partners LLC593,744$17.08M0.3%+9.4%1.056%Search for SEC Filing on Google Icon
11/17/2025Giverny Capital Inc.300,317$8.24M0.3%+68.9%0.536%Search for SEC Filing on Google Icon
11/17/2025Woodline Partners LP58,003$1.59M0.0%N/A0.103%Search for SEC Filing on Google Icon
11/17/2025Alyeska Investment Group L.P.215,778$5.92M0.0%+2.0%0.385%Search for SEC Filing on Google Icon
11/17/2025Qube Research & Technologies Ltd52,693$1.45M0.0%-33.2%0.094%Search for SEC Filing on Google Icon
11/17/2025Millennium Management LLC22,811$0.63M0.0%-80.0%0.041%Search for SEC Filing on Google Icon
11/17/2025Bamco Inc. NY954,128$26.18M0.1%+5.8%1.701%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE30,180$0.83M0.0%-40.4%0.054%Search for SEC Filing on Google Icon
11/17/2025Boothbay Fund Management LLC20,000$0.55M0.0%-51.6%0.036%Search for SEC Filing on Google Icon
11/17/2025Alliancebernstein L.P.1,137,987$31.23M0.0%-3.0%2.029%Search for SEC Filing on Google Icon
11/14/2025Schonfeld Strategic Advisors LLC13,936$0.38M0.0%+7.5%0.025%Search for SEC Filing on Google Icon
11/14/2025Raymond James Financial Inc.29,650$0.81M0.0%+5,830.0%0.053%Search for SEC Filing on Google Icon
11/14/2025Two Sigma Investments LP139,192$3.82M0.0%+39.9%0.248%Search for SEC Filing on Google Icon
11/13/2025Sei Investments Co.11,970$0.33M0.0%+28.6%0.021%Search for SEC Filing on Google Icon
11/13/2025UBS Group AG46,172$1.27M0.0%+56.4%0.082%Search for SEC Filing on Google Icon
11/13/2025Capital International Investors447,021$12.27M0.0%-13.3%0.797%Search for SEC Filing on Google Icon
11/13/2025Russell Investments Group Ltd.5,168$0.14M0.0%N/A0.009%Search for SEC Filing on Google Icon
11/13/2025Blair William & Co. IL28,082$0.77M0.0%-1.4%0.050%Search for SEC Filing on Google Icon
11/12/2025Victory Capital Management Inc.351,478$9.65M0.0%+57.4%0.627%Search for SEC Filing on Google Icon
11/12/2025Central Securities Corp450,000$12.35M1.0%N/A0.802%Search for SEC Filing on Google Icon
11/10/2025TD Asset Management Inc62,362$1.71M0.0%+8.7%0.111%Search for SEC Filing on Google Icon
11/7/2025Vanguard Group Inc.639,711$17.55M0.0%+3.2%1.141%Search for SEC Filing on Google Icon
10/28/2025Blalock Williams LLC9,599$0.26M0.2%N/A0.017%Search for SEC Filing on Google Icon
10/20/2025Ascent Group LLC90,402$2.48M0.1%+86.2%0.161%Search for SEC Filing on Google Icon
10/14/2025Riverbridge Partners LLC542,661$14.89M0.3%+57.6%0.968%Search for SEC Filing on Google Icon
8/19/2025State of Wyoming5,188$0.18M0.0%+42.0%0.009%Search for SEC Filing on Google Icon
8/15/2025State of Tennessee Department of Treasury4,435$0.16M0.0%N/A0.008%Search for SEC Filing on Google Icon
8/15/2025Man Group plc6,371$0.22M0.0%N/A0.011%Search for SEC Filing on Google Icon
8/15/2025Gilder Gagnon Howe & Co. LLC240,356$8.41M0.1%-0.7%0.429%Search for SEC Filing on Google Icon
8/15/2025BNP Paribas Financial Markets18,353$0.64M0.0%+145.2%0.033%Search for SEC Filing on Google Icon
8/15/2025Boothbay Fund Management LLC41,334$1.45M0.0%+225.5%0.074%Search for SEC Filing on Google Icon
8/15/2025Balyasny Asset Management L.P.76,871$2.69M0.0%-50.8%0.137%Search for SEC Filing on Google Icon
8/15/2025Bamco Inc. NY902,061$31.57M0.1%+3.9%1.609%Search for SEC Filing on Google Icon
8/15/2025Bank of America Corp DE50,618$1.77M0.0%+287.2%0.090%Search for SEC Filing on Google Icon
8/14/2025PDT Partners LLC14,057$0.49M0.0%-16.8%0.025%Search for SEC Filing on Google Icon
8/14/2025Lighthouse Investment Partners LLC53,994$1.89M0.1%-44.1%0.096%Search for SEC Filing on Google Icon
8/14/2025Jane Street Group LLC34,831$1.22M0.0%N/A0.062%Search for SEC Filing on Google Icon
8/14/2025Alliancebernstein L.P.1,172,985$41.05M0.0%+0.2%2.092%Search for SEC Filing on Google Icon
8/14/2025Sei Investments Co.9,310$0.33M0.0%-29.2%0.017%Search for SEC Filing on Google Icon
8/14/2025Next Century Growth Investors LLC144,398$5.05M0.4%+34.0%0.257%Search for SEC Filing on Google Icon
8/13/2025Marshall Wace LLP128,682$4.50M0.0%-15.3%0.229%Search for SEC Filing on Google Icon
8/13/20251832 Asset Management L.P.15,063$0.53M0.0%-4.8%0.027%Search for SEC Filing on Google Icon
8/13/2025Quantbot Technologies LP4,053$0.14M0.0%+52.5%0.007%Search for SEC Filing on Google Icon
8/13/2025Seven Grand Managers LLC40,000$1.40M0.2%+33.3%0.071%Search for SEC Filing on Google Icon
8/13/2025Grandeur Peak Global Advisors LLC80,257$2.81M0.3%N/A0.143%Search for SEC Filing on Google Icon
8/13/2025Giverny Capital Inc.177,848$6.23M0.2%N/A0.317%Search for SEC Filing on Google Icon
8/12/2025XTX Topco Ltd14,899$0.52M0.0%N/A0.027%Search for SEC Filing on Google Icon
8/12/2025JPMorgan Chase & Co.6,903$0.24M0.0%-74.8%0.012%Search for SEC Filing on Google Icon
8/8/2025Geode Capital Management LLC152,243$5.33M0.0%-26.9%0.271%Search for SEC Filing on Google Icon
8/7/2025Acadian Asset Management LLC71,738$2.51M0.0%+5.2%0.128%Search for SEC Filing on Google Icon
8/1/2025Envestnet Asset Management Inc.9,762$0.34M0.0%N/A0.017%Search for SEC Filing on Google Icon
7/28/2025TD Asset Management Inc57,394$2.01M0.0%+8.4%0.102%Search for SEC Filing on Google Icon
7/24/2025Blair William & Co. IL28,487$1M0.0%-9.1%0.051%Search for SEC Filing on Google Icon
7/21/2025Ascent Group LLC48,547$1.70M0.1%+10.6%0.087%Search for SEC Filing on Google Icon
7/15/2025Riverbridge Partners LLC344,267$12.05M0.2%N/A0.614%Search for SEC Filing on Google Icon
6/27/2025Goldman Sachs Group Inc.40,696$1.26M0.0%-87.7%0.073%Search for SEC Filing on Google Icon
5/21/2025Acadian Asset Management LLC68,211$2.11M0.0%+176.4%0.122%Search for SEC Filing on Google Icon
5/16/2025Woodline Partners LP51,674$1.60M0.0%-16.7%0.092%Search for SEC Filing on Google Icon
5/16/2025Ascent Group LLC43,883$1.36M0.1%+131.0%0.078%Search for SEC Filing on Google Icon
5/16/2025Goldman Sachs Group Inc.40,696$1.26M0.0%-87.7%0.073%Search for SEC Filing on Google Icon
5/16/2025Alliancebernstein L.P.1,170,377$36.18M0.0%+15.7%2.087%Search for SEC Filing on Google Icon
5/16/2025Alyeska Investment Group L.P.263,324$8.14M0.0%+15.5%0.470%Search for SEC Filing on Google Icon
5/15/2025PDT Partners LLC16,887$0.52M0.0%+4.3%0.030%Search for SEC Filing on Google Icon
5/15/2025Driehaus Capital Management LLC379,496$11.73M0.1%-0.4%0.677%Search for SEC Filing on Google Icon
5/15/2025State of Wyoming3,653$0.11M0.0%N/A0.007%Search for SEC Filing on Google Icon
5/15/2025Trexquant Investment LP18,377$0.57M0.0%N/A0.033%Search for SEC Filing on Google Icon
5/15/2025Next Century Growth Investors LLC107,736$3.33M0.3%-0.3%0.192%Search for SEC Filing on Google Icon
5/14/2025Walleye Capital LLC8,498$0.26M0.0%N/A0.015%Search for SEC Filing on Google Icon
5/14/20251832 Asset Management L.P.15,821$0.49M0.0%-80.9%0.028%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
TWFG logo
TWFG, Inc. operates an independent distribution platform for personal and commercial insurance products in the United States. Its personal and commercial insurance products include auto, home, renters, life, health, motorcycle, umbrella, boat, recreational vehicle, flood, wind, event, luxury item, general liability, property, business auto, workers' compensation, business owner policy, and professional liability insurance products, as well as commercial bonds and group benefits. The company was founded in 2001 and is based in The Woodlands, Texas. TWFG, Inc. operates as a subsidiary of Bunch Family Holdings, LLC.
Read More on TWFG

Today's Range

Now: $17.73
Low: $17.50
High: $18.33

50 Day Range

MA: $21.46
Low: $17.04
High: $26.88

52 Week Range

Now: $17.73
Low: $16.56
High: $36.85

Volume

86,092 shs

Average Volume

214,466 shs

Market Capitalization

$996.26 million

P/E Ratio

34.87

Dividend Yield

N/A

Beta

0.35

Who are the company insiders with the largest holdings of TWFG?

TWFG's top insider investors include:
  1. Richard F Bunch III (CEO)
  2. Katherine C Nolan (COO)
  3. Janice E Zwinggi (CFO)
  4. Charles Alexander Bunch (Insider)
  5. Janet S Wong (Director)
Learn More about top insider investors at TWFG.

Who are the major institutional investors of TWFG?

TWFG's top institutional investors include:
  1. T. Rowe Price Investment Management Inc. — 5.07%
  2. Capital International Investors — 1.71%
  3. Riverbridge Partners LLC — 1.06%
  4. Central Securities Corp — 0.85%
  5. T. Rowe Price Investment Management Inc. — 0.69%
  6. Giverny Capital Inc. — 0.59%
Learn More about top institutional investors of TWFG stock.

Which institutional investors are selling TWFG stock?

During the last quarter, TWFG stock was sold by these institutional investors:
  1. T. Rowe Price Investment Management Inc.
  2. Ghisallo Capital Management LLC
  3. Goldman Sachs Group Inc.
  4. ExodusPoint Capital Management LP
  5. Millennium Management LLC
  6. Brasada Capital Management LP
  7. Blair William & Co. IL
  8. Susquehanna Portfolio Strategies LLC

Which institutional investors are buying TWFG stock?

Within the previous quarter, TWFG stock was purchased by institutional investors including:
  1. Capital International Investors
  2. Lord Abbett & CO. LLC
  3. Riverbridge Partners LLC
  4. Giverny Capital Inc.
  5. T. Rowe Price Investment Management Inc.
  6. Central Securities Corp
  7. Gillson Capital LP
  8. Geode Capital Management LLC
In the last year, these company insiders have bought TWFG stock:
  1. Richard F Bunch III (CEO)
  2. Katherine C Nolan (COO)
  3. Janice E Zwinggi (CFO)
  4. Charles Alexander Bunch (Insider)
  5. Janet S Wong (Director)
Learn More investors buying TWFG stock.

TWFG Active Insiders

Charles Alexander Bunch
Charles Alexander Bunch
Chief Executive Officer, Chairman and Director
Richard F Bunch III
Richard F Bunch III
Chief Executive Officer, Chairman and Director
Katherine C Nolan
Katherine C Nolan
COO
Janice E Zwinggi
Janice E Zwinggi
CFO
Janet S Wong
Janet S Wong
Director