TWFG, Inc.
TWFG- Exchange
- Nasdaq
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0002007596
No open-market purchases or sales by TWFG, Inc. insiders were filed in the last 90 days; 81 institutions reported holding it in 13F filings for Q2 2026, worth $219.1M in total; Giverny Capital is the only superinvestor holding it.
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by TWFG, Inc. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 0 filings
- Open-market sells
- 0 filings
- Insiders trading
- 0
- Net value
- $0
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for TWFG, Inc., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| Bunch Richard F. III | President and CEO | 313,596 | Jul 21, 2026 | 3 |
| Bunch Family Holdings, LLC | 10% Owner | 313,596 | Jul 21, 2026 | 3 |
| Benes Julie E. | General Counsel and Secretary | 37,454 | Jul 21, 2026 | 2 |
| Bunch Charles Alexander | Chief Creative & Marketing Off | 36,523 | Jul 21, 2026 | 2 |
| Nolan Katherine C | Chief Operating Officer | 82,049 | Jul 21, 2026 | 2 |
| Zwinggi Janice E. | Chief Financial Officer | 57,314 | Jul 21, 2026 | 2 |
| Bunch Michelle Caroline | Director | 313,596Indirect | Jul 21, 2026 | 3 |
| Doak Michael | Director | 765,587Indirect | Jun 8, 2026 | 7 |
| Ferracone Robin A | Director | 26,117 | Apr 2, 2026 | 1 |
| Wong Janet S. | Director | 12,617 | Apr 2, 2026 | 1 |
| Padgett Gene | Chief Accounting Officer | 4,805 | Apr 2, 2026 | 1 |
| Anderson Jonathan James | Director | 10,117 | Apr 2, 2026 | 1 |
| Vijaya Gopal Mohan Babu | Chief Technology Officer | 3,677 | Apr 2, 2026 | 2 |
| McGuire Andrew Vincent | Chief Underwriting Officer | 4,000 | Apr 2, 2026 | 1 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jun 8, 2026 (view filing) | Jun 5 | 3 days | Doak MichaelDirector | PPurchaseClass A Common Stock | +7.87K | $19.45 | +$153.0K | +1.0%765.6K after | |
| Jun 4, 2026 (view filing) | Jun 3-4 | 1 day | Doak MichaelDirector | PPurchaseClass A Common Stock | +34.0K | $18.77 | +$638.1K | +4.7%757.7K after | 2 lots |
| Jun 2, 2026 (view filing) | Jun 1-2 | 1 day | Doak MichaelDirector | PPurchaseClass A Common Stock | +33.0K | $19.29 | +$636.6K | +4.8%723.7K after | 2 lots |
| May 29, 2026 (view filing) | May 28-29 | 1 day | Doak MichaelDirector | PPurchaseClass A Common Stock | +22.3K | $18.87 | +$421.4K | +3.3%690.7K after | 2 lots |
| May 27, 2026 (view filing) | May 22-27 | 5 days | Doak MichaelDirector | PPurchaseClass A Common Stock | +46.9K | $18.83 | +$882.6K | +7.5%668.4K after | 3 lots |
| May 22, 2026 (view filing) | May 20-21 | 2 days | Doak MichaelDirector | PPurchaseClass A Common Stock | +33.3K | $18.65 | +$620.7K | +5.7%621.5K after | 2 lots |
| Nov 26, 2024 (view filing) | Nov 26 | Same day | Benes Julie E.General Counsel and Secretary | PPurchaseClass A Common Stock | +950 | $33.53 | +$31.9K | +2.0%49.0K after | |
| Sep 26, 2024 (view filing) | Jul 19 | 69 days | Bunch Charles AlexanderChief Creative & Marketing Off | PPurchaseClass A Common Stock | +144 | $17.00 | +$2.45K | New position72 after | Amended2 lots |
| Jul 19, 2024 (view filing)9:42 PM ET | Jul 19 | Same day | Bunch Richard F. III and 1 otherPresident and CEO | PPurchaseClass A Common Stock | +185.4K | $17.00 | +$3.15M | +37.6%678.4K after | Amended |
| Jul 19, 2024 (view filing)9:42 PM ET | Jul 19 | Same day | Bunch Richard F. III and 1 otherPresident and CEO | PPurchaseClass A Common Stock | +17.6K | $17.00 | +$298.4K | +2.6%695.9K after | Amended3 lots |
| Jul 19, 2024 (view filing) | Jul 19 | Same day | Bunch Michelle CarolineDirector | PPurchaseClass A Common Stock | +5.85K | $17.00 | +$99.5K | +1.2%498.8K after | Amended |
| Jul 19, 2024 (view filing) | Jul 19 | Same day | Bunch Michelle CarolineDirector | PPurchaseClass A Common Stock | +197.1K | $17.00 | +$3.35M | +39.5%695.9K after | Amended3 lots |
| Jul 19, 2024 (view filing) | Jul 19 | Same day | Nolan Katherine CChief Operating Officer | PPurchaseClass A Common Stock | +6.25K | $17.00 | +$106.3K | +7.1%94.5K after | |
| Jul 19, 2024 (view filing) | Jul 19 | Same day | Benes Julie E.General Counsel and Secretary | PPurchaseClass A Common Stock | +1.00K | $17.00 | +$17.0K | +2.1%48.1K after | |
| Jul 19, 2024 (view filing) | Jul 19 | Same day | Zwinggi Janice E.Chief Financial Officer | PPurchaseClass A Common Stock | +3.00K | $17.00 | +$51.0K | +5.1%61.8K after | |
| Jul 19, 2024 (view filing) | Jul 19 | Same day | Wong Janet S.Director | PPurchaseClass A Common Stock | +2.50K | $17.00 | +$42.5K | +70.8%6.03K after | |
| Jul 19, 2024 (view filing) | Jul 19 | Same day | Ferracone Robin ADirector | PPurchaseClass A Common Stock | +16.0K | $17.00 | +$272.0K | +453.4%19.5K after | |
| Jul 19, 2024 (view filing) | Jul 19 | Same day | Doak MichaelDirector | PPurchaseClass A Common Stock | +588.2K | $17.00 | +$10.0M | +16,668.6%591.8K after |