TWFG Smart Money
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
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.
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.
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🏦 Institutional Activity
Latest: Q2 202697
Institutions Holding
+0 vs prior
57.0%
Ownership
+10.37%
13
New
34
Increased
38
Reduced
14
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-07-17 | Bunch Family Holdings, LLC | 10% owner | F-Tax Withholding | 17,733 | $26.35 | $467K | Filing |
| 2026-07-17 | Bunch Richard F. III | officer: president and ceo | F-Tax Withholding | 17,733 | $26.35 | $467K | Filing |
| 2026-07-17 | Bunch Michelle Caroline | director | F-Tax Withholding | 17,733 | $26.35 | $467K | Filing |
| 2026-07-17 | Zwinggi Janice E. | officer: chief financial officer | F-Tax Withholding | 7,710 | $26.35 | $203K | Filing |
| 2026-07-17 | Nolan Katherine C | officer: chief operating officer | F-Tax Withholding | 11,559 | $26.35 | $305K | Filing |
| 2026-07-17 | Bunch Charles Alexander | officer: chief creative & marketing off | F-Tax Withholding | 6,163 | $26.35 | $162K | Filing |
| 2026-07-17 | Benes Julie E. | officer: general counsel and secretary | F-Tax Withholding | 6,171 | $26.35 | $163K | Filing |
| 2026-06-05 | DOAK MICHAEL | director | P-Purchase | 7,865 | $19.45 | $153K | Filing |
| 2026-06-04 | DOAK MICHAEL | director | P-Purchase | 11,000 | $19.09 | $210K | Filing |
| 2026-06-03 | DOAK MICHAEL | director | P-Purchase | 22,994 | $18.62 | $428K | Filing |
| 2026-06-02 | DOAK MICHAEL | director | P-Purchase | 16,500 | $19.25 | $318K | Filing |
| 2026-06-01 | DOAK MICHAEL | director | P-Purchase | 16,500 | $19.33 | $319K | Filing |
| 2026-05-29 | DOAK MICHAEL | director | P-Purchase | 11,330 | $18.87 | $214K | Filing |
| 2026-05-28 | DOAK MICHAEL | director | P-Purchase | 11,000 | $18.87 | $208K | Filing |
| 2026-05-27 | DOAK MICHAEL | director | P-Purchase | 24,880 | $18.62 | $463K | Filing |
| 2026-05-26 | DOAK MICHAEL | director | P-Purchase | 11,000 | $19.23 | $212K | Filing |
| 2026-05-22 | DOAK MICHAEL | director | P-Purchase | 11,000 | $18.89 | $208K | Filing |
| 2026-05-21 | DOAK MICHAEL | director | P-Purchase | 17,538 | $18.52 | $325K | Filing |
| 2026-05-20 | DOAK MICHAEL | director | P-Purchase | 15,745 | $18.79 | $296K | Filing |
| 2026-03-31 | Bunch Richard F. III | officer: president and ceo | A-Grant/Award | 4,000 | $— | $0 | Filing |
| 2026-03-31 | Bunch Family Holdings, LLC | 10% owner | F-Tax Withholding | 2,133 | $18.39 | $39K | Filing |
| 2026-03-31 | Bunch Richard F. III | officer: president and ceo | F-Tax Withholding | 2,133 | $18.39 | $39K | Filing |
| 2026-03-31 | Bunch Family Holdings, LLC | 10% owner | A-Grant/Award | 27,500 | $— | $0 | Filing |
| 2026-03-31 | Nolan Katherine C | officer: chief operating officer | F-Tax Withholding | 828 | $18.39 | $15K | Filing |
| 2026-03-31 | Nolan Katherine C | officer: chief operating officer | A-Grant/Award | 12,500 | $— | $0 | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BAMCO INC /NY | 1,135,091 | $27M | -8 | 2026-06-30 | Filing |
| FRANKLIN RESOURCES INC | 781,912 | $19M | +771,912 | 2026-06-30 | Filing |
| Giverny Capital Inc. | 652,452 | $16M | +100,345 | 2026-06-30 | Filing |
| Central Securities Corp | 500,000 | $12M | — | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 489,244 | $12M | -81,293 | 2026-06-30 | Filing |
| MARSHALL WACE, LLP | 408,732 | $10M | +141,904 | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 372,365 | $9M | +167,152 | 2026-06-30 | Filing |
| JANE STREET GROUP, LLC | 353,216 | $8M | +184,211 | 2026-06-30 | Filing |
| RIVERBRIDGE PARTNERS LLC | 332,658 | $8M | -216,956 | 2026-06-30 | Filing |
| BlackRock, Inc. | 222,376 | $5M | +35,039 | 2026-06-30 | Filing |
| GILDER GAGNON HOWE & CO LLC | 221,180 | $5M | -2,459 | 2026-06-30 | Filing |
| Alyeska Investment Group, L.P. | 215,778 | $5M | — | 2026-06-30 | Filing |
| CITADEL ADVISORS LLC | 214,589 | $5M | +105,087 | 2026-06-30 | Filing |
| Ascent Group, LLC | 212,310 | $5M | +37,868 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 174,213 | $4M | -7,879 | 2026-06-30 | Filing |
| RENAISSANCE TECHNOLOGIES LLC | 149,900 | $4M | +31,573 | 2026-06-30 | Filing |
| Gillson Capital LP | 148,665 | $4M | +20,000 | 2026-06-30 | Filing |
| Point72 Asset Management, L.P. | 135,139 | $3M | +70,471 | 2026-06-30 | Filing |
| MORGAN STANLEY | 127,879 | $3M | +16,353 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 114,678 | $3M | -8,154 | 2026-06-30 | Filing |