Twfg, INC

Market Movers (8-K)

See all →
NASDAQ
TWFG, Inc. reported a strong second quarter with 45.1% revenue growth to $87.5 million, driven by organic expansion and acquisitions, leading to a significant increase in net income and an upward revision of full-year financial outlook.
Better than expected
NASDAQ
TWFG, Inc. reported the resignation of its Chief Accounting Officer, Eugene N. Padgett, effective July 21, 2026, with CFO Janice Zwinggi assuming the role.
NASDAQ
TWFG, Inc. shareholders re-elected all director nominees and ratified the appointment of Deloitte & Touche LLP as the company's independent auditor for 2026.
NASDAQ
TWFG, Inc. announced robust financial and operating results for the fourth quarter and full year ended December 31, 2025, alongside a new $50 million share repurchase program.
Better than expected
Capital raise
NASDAQ
TWFG, Inc. announced robust third-quarter 2025 financial and operating results, including significant revenue and profit growth, alongside the appointment of Katherine C. Nolan as President.
Better than expected
NASDAQ
TWFG, Inc. announced strong second quarter 2025 financial and operating results, with significant increases in total revenues, written premium, and Adjusted EBITDA.
Better than expected

Quarterly Earnings (10-Q)

NASDAQ
TWFG, Inc. announced significant revenue and net income increases for the third quarter and first nine months of 2025, fueled by organic growth and strategic acquisitions.
Better than expected
NASDAQ
TWFG, Inc. announced a 13.8% increase in total revenues and a 30.1% rise in net income for the second quarter of 2025, driven by business growth and strategic acquisitions.
Better than expected
Capital raise
NASDAQ
TWFG, Inc. saw a 16.6% increase in total revenue for the first quarter of 2025, primarily driven by growth in commission income.
Worse than expected
NASDAQ
TWFG Inc. reports a 14.5% increase in total revenue for the third quarter of 2024, driven by commission income growth and strategic acquisitions, following its recent IPO.
Worse than expected
NASDAQ
TWFG Inc. saw a 17.4% increase in total revenue for the second quarter of 2024, driven by commission growth and strategic acquisitions.
Better than expected

Annual Reports (10-K)

NASDAQ
TWFG Inc. announces its financial results for the year ended December 31, 2024, showcasing significant revenue growth and strategic advancements.
Better than expected

Insider Trading (Form 4)

See all →
NASDAQ
Richard F. Bunch Iii and 1 other reported changes in beneficial ownership of TWFG, Inc. common stock on July 17, 2026.
NASDAQ
Julie E. Benes, General Counsel and Secretary of TWFG, Inc., reported a transaction in 6,171 shares of common stock on July 17, 2026.
NASDAQ
Charles Alexander Bunch, Chief Creative & Marketing Off of TWFG, Inc., reported a transaction in 6,163 shares of common stock on July 17, 2026.
NASDAQ
Katherine C Nolan, Chief Operating Officer of TWFG, Inc., reported a transaction in 11,559 shares of common stock on July 17, 2026.
NASDAQ
Janice E. Zwinggi, Chief Financial Officer of TWFG, Inc., reported a transaction in 7,710 shares of common stock on July 17, 2026.
NASDAQ
Michelle Caroline Bunch, a Director of TWFG, Inc., reported a transaction in 17,733 shares of common stock on July 17, 2026.

Proxy Statements (Def-14A)

NASDAQ
TWFG, Inc. announced robust 2025 financial performance with significant revenue and net income growth, alongside details for its upcoming virtual Annual Meeting of Stockholders.
NASDAQ
TWFG, Inc. will hold its annual stockholder meeting virtually on May 28, 2025, to vote on the election of directors and the ratification of the company's independent auditor.
NASDAQ
TWFG, Inc. announces significant financial achievements in 2024, including revenue growth, margin expansion, and successful completion of its IPO.
Delay expected
Better than expected

New Public Companies (S-1)

NASDAQ
TWFG, Inc. is offering 11,000,000 shares of Class A common stock with an expected initial price between $14.00 and $16.00 per share.
Capital raise
NASDAQ
TWFG, Inc. is proceeding with its IPO, offering 11,000,000 shares of Class A common stock with an expected price between $14.00 and $16.00 per share.
Capital raise
NASDAQ
TWFG, Inc., a high-growth insurance distribution platform, has filed an S-1 registration statement for an initial public offering (IPO) of its Class A common stock.
Capital raise

Schedule 13G - Passive Investments

See all →
NASDAQ
An amended Schedule 13G filing reveals significant beneficial ownership of TWFG, Inc. Class A Common Stock by Richard F. Bunch III, Michelle Caroline Bunch, and Bunch Family Holdings, LLC.
NASDAQ
Several Baron Capital entities, including Baron Capital Group, Inc., have collectively increased their beneficial ownership of TWFG, Inc. Class A Common Stock to 8.73%.
NASDAQ
Capital International Investors has reported a complete divestment of its stake in TWFG, Inc., holding 0.0% of the outstanding shares as of June 30, 2026.
NASDAQ
Franklin Resources, Inc. and its subsidiary Franklin Mutual Advisers, LLC have disclosed beneficial ownership of 6.0% of TWFG, Inc.'s Class A Common Stock as of June 30, 2026.
NASDAQ
T. Rowe Price Investment Management, Inc. has filed a Schedule 13G, reporting beneficial ownership of 753,680 shares, representing 5.8% of TWFG Inc.'s common stock as of June 30, 2026.
NASDAQ
AllianceBernstein L.P. has filed a Schedule 13G, reporting no beneficial ownership of TWFG Inc. common stock as of March 31, 2026.