Insider Transactions Reported by 14 Insiders of TWFG, Inc.

Symbol: TWFG on Nasdaq
Location: The Woodlands, TX

Quick Takeaways

TWFG - TWFG, Inc. has 14 insiders with reported activity on this page.
No net insider buy/sell flow is currently reported for the last year.
Recent transaction rows are available for direct filing-level review.

What Changed

No meaningful buy/sell imbalance is currently visible in the one-year window.
Activity will update as new Forms 3/4/5 are filed.

Why This Matters

This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.

Source Evidence

Filed on Form 4

Issuer insider activity is sourced from SEC Forms 3, 4, and 5.

See Original Filing

Insider trading overview

Last 12 months

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 20 May 2025.

Buys

Shares: 0

Insiders: 0

Sells

Shares: 0

Insiders: 0

Net

Shares: 0

Insiders: 0

Window (months)	Buy $	Sell $	Net $
0-3	$0	$0	$0
3-6	$0	$0	$0
6-9	$0	$0	$0
9-12	$0	$0	$0

TWFG, Inc. executives and other stock owners filed with the SEC include:

Name	Relationship	Holdings Value	Valuation	Report Date
Michael Doak	Director	$48,158,564	Mixed	31 Mar 2026
Bunch Family Holdings, LLC	10%+ Owner	$20,178,067	Mixed	31 Mar 2026
Michelle C. Bunch	Director	$20,178,067	Mixed	31 Mar 2026
Richard F. Bunch III	President and CEO, Director, 10%+ Owner	$20,178,067	Mixed	31 Mar 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

Top shareholders of TWFG, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
Michael Doak	3/4/5	Director	— mixed-class rows	4,238,820 mixed-class rows	$48,158,564	—	31 Mar 2026	3/4/5
T. Rowe Price Investment Management, Inc.	13D/G 13F	Company	14%	2,099,298	$40,726,381	-$14,139,923	31 Mar 2026	13D/G 13F
ALLIANCEBERNSTEIN L.P.	13D/G	—	7.9%	1,170,377	$36,621,096	+$7,204,867	31 Mar 2025	13D/G
FMR LLC	13D/G 13F	Company	7.3%	1,090,616	$29,926,499	+$5,820,628	30 Sep 2025	13D/G 13F
Capital International Investors	13D/G 13F	Company	6.4%	958,490	$25,486,249	+$11,781,524	31 Dec 2025	13D/G 13F
TIAA CREF INVESTMENT MANAGEMENT LLC	13D/G	—	4.8%	711,895	$22,275,195	$0	31 Dec 2024	13D/G
BAMCO INC /NY/	13D/G 13F	Baron Capital Group, Inc. · Company	7.6%	1,135,099	$22,020,921	+$5,110,697	31 Mar 2026	13D/G 13F
Bunch Family Holdings, LLC	3/4/5	10%+ Owner	4.7%	701,358	$20,178,067	—	31 Mar 2026	3/4/5
Michelle C. Bunch	3/4/5	Director	4.7%	701,358	$20,178,067	—	31 Mar 2026	3/4/5
Richard F. Bunch III	3/4/5	President and CEO, Director, 10%+ Owner	4.7%	701,358	$20,178,067	—	31 Mar 2026	3/4/5
VANGUARD CAPITAL MANAGEMENT LLC	13F	Company	3.8%	570,537	$10,492,175	—	31 Mar 2026	13F
Giverny Capital Inc.	13F	Company	3.7%	552,107	$10,153,248	—	31 Mar 2026	13F
RIVERBRIDGE PARTNERS LLC	13F	Company	3.7%	549,614	$10,107,397	—	31 Mar 2026	13F
CENTRAL SECURITIES CORP	13F	Company	3.3%	500,000	$9,195,000	—	31 Mar 2026	13F
Nuveen, LLC	13F	Company	3.3%	495,092	$9,104,742	—	31 Mar 2026	13F
MARSHALL WACE, LLP	13F	Company	1.8%	266,828	$4,906,967	—	31 Mar 2026	13F
GILDER GAGNON HOWE & CO LLC	13F	Company	1.5%	223,639	$4,112,721	—	31 Mar 2026	13F
Alyeska Investment Group, L.P.	13F	Company	1.4%	215,778	$3,968,157	—	31 Mar 2026	13F
TWO SIGMA INVESTMENTS, LP	13F	Company	1.4%	205,213	$3,773,867	—	31 Mar 2026	13F
BlackRock, Inc.	13F	Company	1.2%	187,337	$3,445,127	—	31 Mar 2026	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	1.2%	182,092	$3,350,527	—	31 Mar 2026	13F
Ascent Group, LLC	13F	Company	1.2%	174,442	$3,207,988	—	31 Mar 2026	13F
BALYASNY ASSET MANAGEMENT L.P.	13F	Company	1.1%	170,182	$3,129,647	—	31 Mar 2026	13F
JANE STREET GROUP, LLC	13F	Company	1.1%	169,005	$3,108,002	—	31 Mar 2026	13F
Katherine C. Nolan	3/4/5	Chief Operating Officer	0.62%	93,608	$2,693,102	—	31 Mar 2026	3/4/5
Gillson Capital LP	13F	Company	0.86%	128,665	$2,366,000	—	31 Mar 2026	13F
GOLDMAN SACHS GROUP INC	13F	Company	0.82%	122,832	$2,258,880	—	31 Mar 2026	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	0.79%	118,327	$2,176,034	—	31 Mar 2026	13F
MORGAN STANLEY	13F	Company	0.74%	111,526	$2,050,963	—	31 Mar 2026	13F
CITADEL ADVISORS LLC	13F	Company	0.73%	109,502	$2,013,742	—	31 Mar 2026	13F
MILLENNIUM MANAGEMENT LLC	13F	Company	0.71%	106,906	$1,966,001	—	31 Mar 2026	13F
Janice E. Zwinggi	3/4/5	Chief Financial Officer	0.43%	65,024	$1,870,740	—	31 Mar 2026	3/4/5
UBS Group AG	13F	Company	0.55%	82,185	$1,511,382	—	31 Mar 2026	13F
VANGUARD FIDUCIARY TRUST CO	13F	Company	0.55%	81,983	$1,507,667	—	31 Mar 2026	13F
BRASADA CAPITAL MANAGEMENT, LP	13F	Company	0.48%	72,099	$1,341,762	—	31 Mar 2026	13F
Qube Research & Technologies Ltd	13F	Company	0.49%	72,935	$1,341,275	—	31 Mar 2026	13F
VICTORY CAPITAL MANAGEMENT INC	13F	Company	0.48%	71,910	$1,322,425	—	31 Mar 2026	13F
Julie E. Benes	3/4/5	General Counsel and Secretary	0.29%	43,625	$1,255,091	—	31 Mar 2026	3/4/5
DIMENSIONAL FUND ADVISORS LP	13F	Company	0.45%	67,612	$1,243,385	—	31 Mar 2026	13F
Charles A. Bunch	3/4/5	Chief Creative & Marketing Off	0.28%	42,758	$1,230,147	—	31 Mar 2026	3/4/5
STATE STREET CORP	13F	Company	0.44%	66,566	$1,224,149	—	31 Mar 2026	13F
Point72 Asset Management, L.P.	13F	Company	0.43%	64,668	$1,189,245	—	31 Mar 2026	13F
Lighthouse Investment Partners, LLC	13F	Company	0.4%	59,909	$1,101,727	—	31 Mar 2026	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.36%	54,111	$995,101	—	31 Mar 2026	13F
Schonfeld Strategic Advisors LLC	13F	Company	0.33%	49,699	$913,963	—	31 Mar 2026	13F
PRICE T ROWE ASSOCIATES INC /MD/	13D/G 13F	T. Rowe Price Associates, Inc. · Company	0.2%	28,437	$889,794	$0	31 Mar 2025	13D/G 13F
XTX Topco Ltd	13F	Company	0.3%	45,786	$842,005	—	31 Mar 2026	13F
HRT FINANCIAL LP	13F	Company	0.3%	45,555	$837,000	—	31 Mar 2026	13F
Robin A. Ferracone	3/4/5	Director	0.17%	26,117	$751,386	—	31 Mar 2026	3/4/5
TD ASSET MANAGEMENT INC	13F	Company	0.27%	40,208	$739,425	—	31 Mar 2026	13F

Recent Insider Transactions by Companies or Individuals for TWFG, Inc.

Showing up to 300 most recent insider transactions from the last 12 months.

Insider	Symbol	Class	Transaction	%	Shares	Shares Owned	Date	Ownership
Bunch Richard F. III	TWFG	Class A Common Stock	Award	33.4%	4,000	15,967	31 Mar 2026	By wife
Richard F. Bunch III	TWFG	Class A Common Stock	Award	33.4%	4,000	15,967	31 Mar 2026	By wife
Bunch Richard F. III	TWFG	Class A Common Stock	Tax liability	-0.64%	-2,133	331,329	31 Mar 2026	Direct
Richard F. Bunch III	TWFG	Class A Common Stock	Tax liability	-0.64%	-2,133	331,329	31 Mar 2026	Direct
Bunch Richard F. III	TWFG	Class A Common Stock	Award	8.99%	27,500	333,462	31 Mar 2026	Direct
Richard F. Bunch III	TWFG	Class A Common Stock	Award	8.99%	27,500	333,462	31 Mar 2026	Direct
Michelle C. Bunch	TWFG	Class A Common Stock	Tax liability	-0.64%	-2,133	331,329	31 Mar 2026	By husband
Michelle C. Bunch	TWFG	Class A Common Stock	Award	8.99%	27,500	333,462	31 Mar 2026	By husband
Michelle C. Bunch	TWFG	Class A Common Stock	Award	33.4%	4,000	15,967	31 Mar 2026	Direct
Charles A. Bunch	TWFG	Class A Common Stock	Tax liability	-0.76%	-326	42,686	31 Mar 2026	Direct
Charles A. Bunch	TWFG	Class A Common Stock	Award	13.2%	5,000	43,012	31 Mar 2026	Direct
Julie E. Benes	TWFG	Class A Common Stock	Tax liability	-0.77%	-337	43,625	31 Mar 2026	Direct
Julie E. Benes	TWFG	Class A Common Stock	Award	12.8%	5,000	43,962	31 Mar 2026	Direct
Gene Padgett	TWFG	Class A Common Stock	Tax liability	-4.45%	-224	4,805	31 Mar 2026	Direct
Gene Padgett	TWFG	Class A Common Stock	Award	182.7%	3,250	5,029	31 Mar 2026	Direct
Janice E. Zwinggi	TWFG	Class A Common Stock	Tax liability	-1.27%	-839	65,024	31 Mar 2026	Direct
Janice E. Zwinggi	TWFG	Class A Common Stock	Award	23.4%	12,500	65,863	31 Mar 2026	Direct
Andrew Vincent McGuire	TWFG	Class A Common Stock	Award		4,000	4,000	31 Mar 2026	Direct
Mohan Babu Vijaya Gopal	TWFG	Class A Common Stock	Award	761.1%	3,250	3,677	31 Mar 2026	Direct
Katherine C. Nolan	TWFG	Class A Common Stock	Tax liability	-0.88%	-828	93,608	31 Mar 2026	Direct
Katherine C. Nolan	TWFG	Class A Common Stock	Award	15.3%	12,500	94,436	31 Mar 2026	Direct
Jonathan James Anderson	TWFG	Class A Common Stock	Award	65.4%	4,000	10,117	31 Mar 2026	Direct
Michael Doak	TWFG	Class A Common Stock	Award	65.4%	4,000	10,117	31 Mar 2026	Direct
Janet S. Wong	TWFG	Class A Common Stock	Award	46.4%	4,000	12,617	31 Mar 2026	Direct
Robin A. Ferracone	TWFG	Class A Common Stock	Award	18.1%	4,000	26,117	31 Mar 2026	Direct
Mohan Babu Vijaya Gopal	TWFG	Class A Common Stock	Award		427	427	01 Dec 2025	Direct
Charles A. Bunch	TWFG	Class A Common Stock	Tax liability	-14%	-6,187	38,012	17 Jul 2025	Direct
Julie E. Benes	TWFG	Class A Common Stock	Tax liability	-13.7%	-6,187	38,962	17 Jul 2025	Direct
Janice E. Zwinggi	TWFG	Class A Common Stock	Tax liability	-12.1%	-7,338	53,363	17 Jul 2025	Direct
Katherine C. Nolan	TWFG	Class A Common Stock	Tax liability	-12.4%	-11,588	81,936	17 Jul 2025	Direct
Michelle C. Bunch	TWFG	Class A Common Stock	Tax liability	-5.48%	-17,749	305,962	17 Jul 2025	By husband
Richard F. Bunch III	TWFG	Class A Common Stock	Tax liability	-5.48%	-17,749	305,962	17 Jul 2025	Direct
Richard F. Bunch III	TWFG	Class A Common Stock	Award	147058%	147,058	147,158	17 Jul 2025	Direct
Michelle C. Bunch	TWFG	Class A Common Stock	Award	4052.3%	147,058	150,687	17 Jul 2025	By husband

* An asterisk sign (*) next to the price indicates that the price is likely invalid.