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TWFGNasdaqInsurance Agents, Brokers & ServiceFiscal year ends December 31

TWFG, Inc.

Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$25.45+0.08 (+0.32%)

Close on Oct 19, 2026

Market cap
$333.30M
P/E (TTM)
42.4
Dividend yield
–

About TWFG

Insurance Agents, Brokers & Service, SIC 6411

TWFG operates an insurance distribution platform in the United States, connecting independent agents, insurance carriers, and policyholders. The company facilitates the placement of personal and commercial property and casualty insurance products, such as automobile, homeowners, flood, and general liability coverage. Its operations are divided into two main offerings: Insurance Services and TWFG MGA. Through Insurance Services, TWFG supports exclusive agency branches and wholly owned corporate locations with technology, administrative tools, and carrier access. Through TWFG MGA, the company provides independent managing general agencies with access to admitted and excess and surplus carrier programs.

The company's distribution network includes over 550 branch locations across 34 states and the District of Columbia within its Insurance Services division, along with more than 2,750 partner agencies across 43 states within the TWFG MGA division. TWFG is licensed to distribute insurance in all 50 states and maintains a physical presence in 43 states as well as the District of Columbia, with primary business concentrations in Texas, California, and Louisiana.

Summary of the business section of TWFG's latest annual report, written by StockData.

Company profile

Company

Legal name
TWFG, Inc.
Founded
2001
Headquarters
The Woodlands, TX
Address
10055 Grogans Mill Rd, Suite 500 77380
Phone
(281) 367-3424
Website
twfg.com
Employees
400, Dec 31, 2025
Industry
Insurance Agents, Brokers & Service
Incorporated in
Delaware
Fiscal year ends
December 31
Auditor
Deloitte & Touche LLP, Houston, Texas

Stock & identifiers

Ticker
TWFG
Exchange
Nasdaq
IPO date
Jul 19, 2024
Shares outstanding
54M, Aug 5, 2026
Public float
$501.92M, Jun 30, 2025
Filer category
<br>Emerging growth company
SEC CIK
2007596
CUSIP
87318A101
ISIN
US87318A1016
EIN
00-0000000

Executives and directors

Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years

NamePositionShares owned
Richard F. Bunch IIIPresident and CEO, Director34,577,435
Katherine C. NolanChief Operating Officer82,049
Janice E. ZwinggiChief Financial Officer57,314
Charles Alexander BunchChief Creative & Marketing Off36,595
Julie E. BenesGeneral Counsel and Secretary37,454
Gopal Mohan Babu VijayaChief Technology Officer3,677
Andrew Vincent McGuireChief Underwriting Officer4,000
Gene PadgettChief Accounting Officer4,805
Michelle Caroline BunchDirector34,577,435
Michael DoakDirector2,595,938
Robin A. FerraconeDirector26,117
Janet S. WongDirector12,617
Jonathan James AndersonDirector10,117

Employees

Headcount reported in annual reports

“As of December 31, 2025, we employed approximately 400 people across the U.S.”

Corporate history

Events identified from SEC filings