Comparable stake leader
T. Rowe Price Investment Management, Inc.
SEC ownership of TWFG, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002007596.
Disclosed value leader
T. Rowe Price Investment Management, Inc.
Comparable rows
50/50
Latest evidence
31 Mar 2026
- Public ticker
- TWFG on Nasdaq
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
T. Rowe Price Investment Management, Inc.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
T. Rowe Price Investment Management, Inc.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
31 Mar 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0002007596
- Issuer location
- The Woodlands, TX
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of TWFG, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
T. Rowe Price Investment ...
Disclosed value leader
T. Rowe Price Investment ...
Comparable rows
50/50
Latest evidence
31 Mar 2026
13D/G
13F
3/4/5
Lead comparable stake: 14%
13D/G row: T. Rowe Price Investment Management, Inc.
Showing 1-8 of 50 holder rows.
Quick read
T. Rowe Price Investment Management, Inc. leads the comparable SEC ownership view at 14%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens T. Rowe Price Investment Management, Inc.'s linked filing trail.
Comparable ownership
Top 5
T. Rowe Price Investment Manageme...
14%
ALLIANCEBERNSTEIN L.P.
7.9%
BAMCO INC /NY/
7.6%
Capital International Investors
6.4%
TIAA CREF INVESTMENT MANAGEMENT LLC
4.8%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. |
13D/G
13F
Company
|
14%
|
$40,726,381
2,099,298 shares
|
-$14,139,923 | 31 Mar 2026 |
| ALLIANCEBERNSTEIN L.P. |
13D/G
|
7.9%
|
$36,621,096
1,170,377 shares
|
+$7,204,867 | 31 Mar 2025 |
| BAMCO INC /NY/ |
13D/G
13F
Baron Capital Group, Inc. · Company
|
7.6%
|
$22,020,921
1,135,099 shares
|
+$5,110,697 | 31 Mar 2026 |
| Capital International Investors |
13D/G
13F
Company
|
6.4%
|
$25,486,249
958,490 shares
|
+$11,781,524 | 31 Dec 2025 |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13D/G
|
4.8%
|
$22,275,195
711,895 shares
|
$0 | 31 Dec 2024 |
| FMR LLC |
13D/G
13F
Company
|
1%
|
$2,859,209
151,281 shares
|
-$17,753,432 | 31 Mar 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13D/G
13F
T. Rowe Price Associates, Inc. · Company
|
0.2%
|
$889,794
28,437 shares
|
$0 | 31 Mar 2025 |
| Katherine C. Nolan |
3/4/5
Chief Operating Officer
|
0.62%
|
$2,693,102
93,608 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$3,352,288.
Buys
$3,352,288
Insiders: 1
Sells
$0
Insiders: 0
Net
+$3,352,288
Shares: +177,352
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 177,352
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 177,352 | 0 | $3,352,288 | $0 | +$3,352,288 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-14 of 14 reporting-owner rows connected to TWFG, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
14
Largest Forms 3/4/5 holder
Michael Doak
Net 12M change
+$3,352,288
Latest report
05 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Michael Doak | Director | $62,944,216 | +$3,352,288 | +5.6% | Mixed | 05 Jun 2026 |
| Bunch Family Holdings, LLC | 10%+ Owner | $20,178,067 | Mixed | 05 Jun 2026 | ||
| Michelle C. Bunch | Director | $20,178,067 | Mixed | 05 Jun 2026 | ||
| Richard F. Bunch III | President and CEO, Director, 10%+ Owner | $20,178,067 | Mixed | 05 Jun 2026 | ||
| Katherine C. Nolan | Chief Operating Officer | $2,693,102 | Mixed | 31 Mar 2026 | ||
| Janice E. Zwinggi | Chief Financial Officer | $1,870,740 | Mixed | 31 Mar 2026 | ||
| Julie E. Benes | General Counsel and Secretary | $1,255,091 | Mixed | 31 Mar 2026 | ||
| Charles A. Bunch | Chief Creative & Marketing Off | $1,230,147 | Mixed | 31 Mar 2026 | ||
| Robin A. Ferracone | Director | $751,386 | Mixed | 31 Mar 2026 | ||
| Janet S. Wong | Director | $362,991 | Mixed | 31 Mar 2026 | ||
| Jonathan James Anderson | Director | $291,066 | Mixed | 31 Mar 2026 | ||
| Gene Padgett | Chief Accounting Officer | $138,239 | Mixed | 31 Mar 2026 | ||
| Andrew Vincent McGuire | Chief Underwriting Officer | $115,080 | Mixed | 31 Mar 2026 | ||
| Mohan Babu Vijaya Gopal | Chief Technology Officer | $105,787 | Mixed | 31 Mar 2026 |
Recent insider transactions for TWFG, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Michelle C. Bunch | TWFG | Class C Common Stock | Gift | 264,784 | 264,784 | 05 Jun 2026 | By MCB Trust | |||
| Michelle C. Bunch | TWFG | Class C Common Stock | Gift | 264,784 | 264,784 | 05 Jun 2026 | By RFB Trust | |||
| Michelle C. Bunch | TWFG | Class C Common Stock | Gift | -100% | -264,784 | 0 | 05 Jun 2026 | By Husband | ||
| Michelle C. Bunch | TWFG | Class C Common Stock | Gift | -100% | -264,784 | 0 | 05 Jun 2026 | Direct | ||
| Michelle C. Bunch | TWFG | Class C Common Stock | Gift | 264,784 | 264,784 | 05 Jun 2026 | By Husband | |||
| Michelle C. Bunch | TWFG | Class C Common Stock | Gift | 264,784 | 264,784 | 05 Jun 2026 | Direct | |||
| Michelle C. Bunch | TWFG | Class C Common Stock | Gift | -1.56% | -529,568 | 33,364,242 | 05 Jun 2026 | By LLC | ||
| Michelle C. Bunch | TWFG | LLC Units in TWFG Holding | Gift | 264,784 | 264,784 | 05 Jun 2026 | By MCB Trust | |||
| Michelle C. Bunch | TWFG | LLC Units in TWFG Holding | Gift | 264,784 | 264,784 | 05 Jun 2026 | By RFB Trust | |||
| Michelle C. Bunch | TWFG | LLC Units in TWFG Holding | Gift | -100% | -264,784 | 0 | 05 Jun 2026 | By husband | ||
| Michelle C. Bunch | TWFG | LLC Units in TWFG Holding | Gift | -100% | -264,784 | 0 | 05 Jun 2026 | Direct | ||
| Michelle C. Bunch | TWFG | LLC Units in TWFG Holding | Gift | 264,784 | 264,784 | 05 Jun 2026 | By husband | |||
| Michelle C. Bunch | TWFG | LLC Units in TWFG Holding | Gift | 264,784 | 264,784 | 05 Jun 2026 | Direct | |||
| Michelle C. Bunch | TWFG | LLC Units in TWFG Holding | Gift | -1.56% | -529,568 | 33,364,242 | 05 Jun 2026 | By LLC | ||
| Bunch Richard F. III | TWFG | Class C Common Stock | Gift | 264,784 | 264,784 | 05 Jun 2026 | By RFB Trust | |||
| Richard F. Bunch III | TWFG | Class C Common Stock | Gift | 264,784 | 264,784 | 05 Jun 2026 | By RFB Trust | |||
| Bunch Richard F. III | TWFG | Class C Common Stock | Gift | 264,784 | 264,784 | 05 Jun 2026 | By MCB Trust | |||
| Richard F. Bunch III | TWFG | Class C Common Stock | Gift | 264,784 | 264,784 | 05 Jun 2026 | By MCB Trust | |||
| Bunch Richard F. III | TWFG | Class C Common Stock | Gift | -100% | -264,784 | 0 | 05 Jun 2026 | By wife | ||
| Richard F. Bunch III | TWFG | Class C Common Stock | Gift | -100% | -264,784 | 0 | 05 Jun 2026 | By wife | ||
| Bunch Richard F. III | TWFG | Class C Common Stock | Gift | -100% | -264,784 | 0 | 05 Jun 2026 | Direct | ||
| Richard F. Bunch III | TWFG | Class C Common Stock | Gift | -100% | -264,784 | 0 | 05 Jun 2026 | Direct | ||
| Bunch Richard F. III | TWFG | Class C Common Stock | Gift | 264,784 | 264,784 | 05 Jun 2026 | By wife | |||
| Richard F. Bunch III | TWFG | Class C Common Stock | Gift | 264,784 | 264,784 | 05 Jun 2026 | By wife | |||
| Bunch Richard F. III | TWFG | Class C Common Stock | Gift | 264,784 | 264,784 | 05 Jun 2026 | Direct | |||
| Richard F. Bunch III | TWFG | Class C Common Stock | Gift | 264,784 | 264,784 | 05 Jun 2026 | Direct | |||
| Bunch Richard F. III | TWFG | Class C Common Stock | Gift | -1.56% | -529,568 | 33,364,242 | 05 Jun 2026 | By LLC | ||
| Richard F. Bunch III | TWFG | Class C Common Stock | Gift | -1.56% | -529,568 | 33,364,242 | 05 Jun 2026 | By LLC | ||
| Bunch Richard F. III | TWFG | LLC Units in TWFG Holding | Gift | 264,784 | 264,784 | 05 Jun 2026 | By RFB Trust | |||
| Richard F. Bunch III | TWFG | LLC Units in TWFG Holding | Gift | 264,784 | 264,784 | 05 Jun 2026 | By RFB Trust | |||
| Bunch Richard F. III | TWFG | LLC Units in TWFG Holding | Gift | 264,784 | 264,784 | 05 Jun 2026 | By MCB Trust | |||
| Richard F. Bunch III | TWFG | LLC Units in TWFG Holding | Gift | 264,784 | 264,784 | 05 Jun 2026 | By MCB Trust | |||
| Bunch Richard F. III | TWFG | LLC Units in TWFG Holding | Gift | -100% | -264,784 | 0 | 05 Jun 2026 | By wife | ||
| Richard F. Bunch III | TWFG | LLC Units in TWFG Holding | Gift | -100% | -264,784 | 0 | 05 Jun 2026 | By wife | ||
| Bunch Richard F. III | TWFG | LLC Units in TWFG Holding | Gift | -100% | -264,784 | 0 | 05 Jun 2026 | Direct | ||
| Richard F. Bunch III | TWFG | LLC Units in TWFG Holding | Gift | -100% | -264,784 | 0 | 05 Jun 2026 | Direct | ||
| Bunch Richard F. III | TWFG | LLC Units in TWFG Holding | Gift | 264,784 | 264,784 | 05 Jun 2026 | By wife | |||
| Richard F. Bunch III | TWFG | LLC Units in TWFG Holding | Gift | 264,784 | 264,784 | 05 Jun 2026 | By wife | |||
| Bunch Richard F. III | TWFG | LLC Units in TWFG Holding | Gift | 264,784 | 264,784 | 05 Jun 2026 | Direct | |||
| Richard F. Bunch III | TWFG | LLC Units in TWFG Holding | Gift | 264,784 | 264,784 | 05 Jun 2026 | Direct | |||
| Bunch Richard F. III | TWFG | LLC Units in TWFG Holding | Gift | -1.56% | -529,568 | 33,364,242 | 05 Jun 2026 | By LLC | ||
| Richard F. Bunch III | TWFG | LLC Units in TWFG Holding | Gift | -1.56% | -529,568 | 33,364,242 | 05 Jun 2026 | By LLC | ||
| Michael Doak | TWFG | Class A Common Stock | Purchase | 1.04% | $152,974 | $19.45 | 7,865 | 765,587 | 05 Jun 2026 | See Footnote 2 |
| Michael Doak | TWFG | Class A Common Stock | Purchase | 1.47% | $209,990 | $19.09 | 11,000 | 757,722 | 04 Jun 2026 | See Footnote 2 |
| Michael Doak | TWFG | Class A Common Stock | Purchase | 3.18% | $428,148 | $18.62 | 22,994 | 746,722 | 03 Jun 2026 | See Footnote 2 |
| Michael Doak | TWFG | Class A Common Stock | Purchase | 2.33% | $317,625 | $19.25 | 16,500 | 723,728 | 02 Jun 2026 | See Footnote 2 |
| Michael Doak | TWFG | Class A Common Stock | Purchase | 2.39% | $318,945 | $19.33 | 16,500 | 707,228 | 01 Jun 2026 | See Footnote 2 |
| Michael Doak | TWFG | Class A Common Stock | Purchase | 1.67% | $213,797 | $18.87 | 11,330 | 690,728 | 29 May 2026 | See Footnote 2 |
| Michael Doak | TWFG | Class A Common Stock | Purchase | 1.65% | $207,570 | $18.87 | 11,000 | 679,398 | 28 May 2026 | See Footnote 2 |
| Michael Doak | TWFG | Class A Common Stock | Purchase | 3.87% | $463,266 | $18.62 | 24,880 | 668,398 | 27 May 2026 | See Footnote 2 |
* marks a reported price that did not pass the local price check.