TWFG, Inc. Common Stock (TWFG) Insider Trading

Over the last 3 months, TWFG insiders made 3 open-market buys and 0 sales, a net purchase of $791K (SEC Form 4). Over the last 6 months, 25 institutions increased and 20 reduced their position (13F).

Insider Activity

Sentiment
100/100
Buys (3m)
3
Sells (3m)
0
Net (3m)
$791.1K
Insiders buying
Insider trades by month Buys Sells
Sep
Nov
May
Jun
Context3-month price +51.5%Institutions reducing (13F)
DateInsiderTypeSharesPrice
Jul 21, 2026Nolan Katherine Cofficer: Chief Operating OfficerTax11,559$26.35
Jul 21, 2026Bunch Michelle CarolinedirectorTax17,733$26.35
Jul 21, 2026Zwinggi Janice E.officer: Chief Financial OfficerTax7,710$26.35
Jul 21, 2026Bunch Richard F. IIIdirector, 10 percent owner, officer: President and CEOTax17,733$26.35
Jul 21, 2026Bunch Charles Alexanderofficer: Chief Creative & Marketing OffTax6,163$26.35
Jul 21, 2026Benes Julie E.officer: General Counsel and SecretaryTax6,171$26.35
Jun 8, 2026DOAK MICHAELdirectorBuy7,865$19.45
Jun 4, 2026DOAK MICHAELdirectorBuy22,994$18.62
Jun 4, 2026DOAK MICHAELdirectorBuy11,000$19.09
Jun 2, 2026DOAK MICHAELdirectorBuy16,500$19.33
May 29, 2026DOAK MICHAELdirectorBuy11,330$18.87
May 29, 2026DOAK MICHAELdirectorBuy11,000$18.87
May 27, 2026DOAK MICHAELdirectorBuy24,880$18.62
May 27, 2026DOAK MICHAELdirectorBuy11,000$18.89
May 22, 2026DOAK MICHAELdirectorBuy17,538$18.52
May 22, 2026DOAK MICHAELdirectorBuy15,745$18.79
Apr 2, 2026Zwinggi Janice E.officer: Chief Financial OfficerTax839$18.39
Apr 2, 2026Bunch Richard F. IIIdirector, 10 percent owner, officer: President and CEOGrant27,500—
Apr 2, 2026Bunch Richard F. IIIdirector, 10 percent owner, officer: President and CEOTax2,133$18.39
Apr 2, 2026Bunch Richard F. IIIdirector, 10 percent owner, officer: President and CEOGrant4,000—
Apr 2, 2026Bunch Michelle CarolinedirectorGrant4,000—
Apr 2, 2026Bunch Michelle CarolinedirectorGrant27,500—
Apr 2, 2026Bunch Michelle CarolinedirectorTax2,133$18.39
Apr 2, 2026Bunch Charles Alexanderofficer: Chief Creative & Marketing OffGrant5,000—
Apr 2, 2026Bunch Charles Alexanderofficer: Chief Creative & Marketing OffTax326$18.39
Apr 2, 2026Benes Julie E.officer: General Counsel and SecretaryGrant5,000—
Apr 2, 2026Benes Julie E.officer: General Counsel and SecretaryTax337$18.39
Apr 2, 2026Padgett Geneofficer: Chief Accounting OfficerGrant3,250—
Apr 2, 2026Padgett Geneofficer: Chief Accounting OfficerTax224$18.39
Apr 2, 2026Zwinggi Janice E.officer: Chief Financial OfficerGrant12,500—

Source: TWFG SEC Form 4 filings, latest Jul 21, 2026. For informational purposes only — not investment advice.

Institutional activity (13F)

How institutions changed their TWFG positions over the last 6 months (SEC Form 13F).

Increased
25
New positions
28
Reduced
20
Sold out
85
Largest moves
InstitutionActionSharesFiled
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.Reduced2.1MMay 15, 2026
BAMCO INC /NY/Increased1.1MMay 15, 2026
CAPITAL INTERNATIONAL INVESTORSIncreased1.1MMay 13, 2026
VANGUARD CAPITAL MANAGEMENT LLCNew Position571KMay 15, 2026
GIVERNY CAPITAL INC.Increased552KMay 15, 2026
RIVERBRIDGE PARTNERS LLCReduced550KApr 17, 2026
CENTRAL SECURITIES CORPIncreased500KMay 8, 2026
NUVEEN, LLCUnchanged495KApr 30, 2026
MARSHALL WACE, LLPNew Position267KMay 15, 2026
GILDER GAGNON HOWE & CO LLCReduced224KMay 15, 2026
ALYESKA INVESTMENT GROUP, L.P.Unchanged216KMay 15, 2026
TWO SIGMA INVESTMENTS, LPIncreased205KMay 15, 2026
BLACKROCK, INC.Unchanged187KMay 13, 2026
GEODE CAPITAL MANAGEMENT, LLCReduced182KMay 15, 2026
ASCENT GROUP, LLCIncreased174KMay 15, 2026

Source: SEC Form 13F filings. For informational purposes only — not investment advice.

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