// company-profile

TWFG, Inc.

TWFG
ExchangeNasdaqSectorInsurance Agents, Brokers & ServiceInc.DEFilings59Insiders14
// api This TWFG, Inc. insider-trading data is served live by the Form4API insider trading API. Get the same data via API.

// activity-summary

Recent insider activity is bullish. Over the last 30 days, 9 insiders purchased shares (net $2.5M). Buying was led by DOAK MICHAEL.

// 90-day insight

Over the last 90 days, TWFG, Inc. insiders bought $3.4M (19 transactions) and sold $59K (3 transactions).

  • Most active insider: Bunch Richard F. III with 16 transactions totaling $39K.
  • Largest single purchase: $463K by DOAK MICHAEL on May 27, 2026.

Activity skews bullish — buys outpace sales.

Institutional Ownership

Top 13F-HR holders of TWFG, Inc. as of 2026-03-31

↓ decreasing
Total reported AUM
$159.0M
QoQ change
-36.1%
Reporting period
2026-03-31
#1
BAMCO INC /NY/
CIK 1017918
$20.9M
1.1M shares
#2
Capital International Investors
CIK 1562230
$19.6M
1.1M shares
#3
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
$10.5M
571K shares

Data source: SEC Form 13F-HR filings. Joined with insider activity above — see who's loading up institutionally while insiders are trading. Full 13F-HR API →

Insider Transactions

Sourced from SEC EDGAR Form 4 filings. Updated hourly.

DateInsiderCompanyTypeSharesPriceValue
Jun 5, 2026Bunch Michelle CarolineTWFG
Gift
264,784$0.00$0K
Jun 5, 2026Bunch Michelle CarolineTWFG
Gift
264,784$0.00$0K
Jun 5, 2026Bunch Michelle CarolineTWFG
Gift
264,784$0.00$0K
Jun 5, 2026Bunch Michelle CarolineTWFG
Gift
264,784$0.00$0K
Jun 5, 2026Bunch Richard F. IIITWFG
Gift
529,568$0.00$0K

45 more transactions hidden

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