— Know what they know.
Not Investment Advice

TWFG NASDAQ

TWFG, Inc. Common Stock
1W: +5.9% 1M: +12.8% 3M: -4.2% YTD: -2.7% 1Y: +3.9%
$27.25
-1.78 (-6.13%)
 
Weekly Expected Move ±5.5%
$25 $27 $28 $30 $31
NASDAQ · Financial Services · Insurance - Brokers · Tech Score Buy · Power 68 · $351.0M mcap · 11M float · 1.37% daily turnover · Short 63% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Smart Money Score
Moderate 50
Insider+$3.4M
Congress—
ETF Holdings—
Key Statistics
Market Cap$351.0M
52W Range16.56-31.3
Volume725,293
Avg Volume153,421
Beta0.15
Dividend—
Analyst Ratings
5 Buy 3 Hold 0 Sell
Consensus Buy
Company Info
CEORichard Finley Bunch
Employees400
SectorFinancial Services
IndustryInsurance - Brokers
IPO Date2024-07-18
Websitetwfg.com
10055 Grogans Mill Rd.
The Woodlands, TX 77380
US
281-367-3424
About TWFG, Inc. Common Stock

Established in 2001 and based in The Woodlands, Texas, TWFG, Inc. serves as an independent intermediary for a broad spectrum of personal and commercial insurance offerings throughout the United States. A subsidiary of Bunch Family Holdings, LLC, the company provides an extensive portfolio of coverage. For individual clients, this includes policies for automobiles, homes, renters, life, health, motorcycles, boats, recreational vehicles, umbrella, flood, wind, events, and luxury items. Commercial customers can access solutions such as general liability, property, business auto, workers' compensation, business owner policies, professional liability insurance, commercial bonds, and group benefits.

Recent Insider Trades

NameTypeSharesPriceDate
Benes Julie E. F-InKind 6,171 $26.35 2026-07-17
Bunch Charles Alexan F-InKind 6,163 $26.35 2026-07-17
Nolan Katherine C F-InKind 11,559 $26.35 2026-07-17
Zwinggi Janice E. F-InKind 7,710 $26.35 2026-07-17
Bunch Michelle Carol F-InKind 17,733 $26.35 2026-07-17

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms