TWFG — TWFG, Inc.
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2024-07-18.
Performance
Technicals
Measured signals that fired on TWFG
| date | signal | measured base rate |
|---|---|---|
| 2026-06-22 | Equal highs taken out structure | -0.70% over 21 days · t = -8.28 · n = 68,636 statistically distinguishable from its control group |
Excess return against a matched control group, on a point-in-time universe that includes delisted companies. Most families do not survive that. How the measurement works →
Insider transactions (Form 4)
| date | insider | what | shares | price | value |
|---|---|---|---|---|---|
| 2026-07-17 | Bunch Michelle Caroline Director | Shares withheld for tax | 17.7K | 26.35 | 467.3K |
| 2026-07-17 | Bunch Richard F. III President and CEO | Shares withheld for tax | 17.7K | 26.35 | 467.3K |
| 2026-07-17 | Bunch Family Holdings, LLC 10% owner | Shares withheld for tax | 17.7K | 26.35 | 467.3K |
| 2026-07-17 | Nolan Katherine C Chief Operating Officer | Shares withheld for tax | 11.6K | 26.35 | 304.6K |
| 2026-07-17 | Zwinggi Janice E. Chief Financial Officer | Shares withheld for tax | 7.7K | 26.35 | 203.2K |
| 2026-07-17 | Benes Julie E. General Counsel and Secretary | Shares withheld for tax | 6.2K | 26.35 | 162.6K |
| 2026-07-17 | Bunch Charles Alexander Chief Creative & Marketing Off | Shares withheld for tax | 6.2K | 26.35 | 162.4K |
| 2026-06-05 | DOAK MICHAEL Director | Open-market purchase | 7.9K | 19.45 | 153.0K |
| 2026-06-05 | Bunch Richard F. III President and CEO | Gift | 264.8K | 0.00 | 0 |
| 2026-06-05 | Bunch Richard F. III President and CEO | Gift | 264.8K | 0.00 | 0 |
Open-market purchases (code P) are the informative ones. Grants, option exercises and tax withholding are compensation mechanics, not decisions. How to read a Form 4 →
Largest institutional holders
| manager | value | shares |
|---|---|---|
| BAMCO INC /NY/ | 20.9M | 1.1M |
| Capital International Investors | 19.6M | 1.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | 10.5M | 570.5K |
| Giverny Capital Inc. | 10.2M | 552.1K |
| RIVERBRIDGE PARTNERS LLC | 10.1M | 549.6K |
| Central Securities Corp | 9.2M | 500.0K |
| Nuveen, LLC | 9.1M | 495.1K |
| MARSHALL WACE, LLP | 4.9M | 266.8K |
| GILDER GAGNON HOWE & CO LLC | 4.1M | 223.6K |
| Alyeska Investment Group, L.P. | 4.0M | 215.8K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Latest SEC filings
| form | filed | period | |
|---|---|---|---|
| SCHEDULE 13G/A | 2026-08-14 | — | on EDGAR ↗ |
| SCHEDULE 13G/A | 2026-08-14 | — | on EDGAR ↗ |
| 8-K | 2026-08-13 | 2026-08-12 | on EDGAR ↗ |
| SCHEDULE 13G/A | 2026-08-12 | — | on EDGAR ↗ |
| 10-Q | 2026-08-06 | 2026-06-30 | on EDGAR ↗ |
| 8-K | 2026-08-05 | 2026-08-05 | on EDGAR ↗ |
| SCHEDULE 13G | 2026-07-28 | — | on EDGAR ↗ |
| 8-K | 2026-07-24 | 2026-07-21 | on EDGAR ↗ |
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
Recent headlines
- TWFG, Inc. (TWFG) filed form 8-K · 2026-08-13 · SEC EDGAR
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