TWFG, Inc. Common Stock (TWFG) Insider Trading
Over the last 3 months, TWFG insiders made 9 open-market buys and 0 sales, a net purchase of $2.7M (SEC Form 4). Over the last 6 months, 59 institutions increased and 39 reduced their position (13F).
Insider Activity
Sentiment
100/100
Buys (3m)
9
Sells (3m)
0
Net (3m)
$2.7M
Insiders buying
Insider trades by month Buys Sells
Sep
Nov
May
Jun
Context3-month price -6.4%Institutions accumulating (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 4, 2026 | DOAK MICHAELdirector | Buy | 22,994 | $18.62 |
| Jun 4, 2026 | DOAK MICHAELdirector | Buy | 11,000 | $19.09 |
| Jun 2, 2026 | DOAK MICHAELdirector | Buy | 16,500 | $19.33 |
| May 29, 2026 | DOAK MICHAELdirector | Buy | 11,330 | $18.87 |
| May 29, 2026 | DOAK MICHAELdirector | Buy | 11,000 | $18.87 |
| May 27, 2026 | DOAK MICHAELdirector | Buy | 11,000 | $18.89 |
| May 27, 2026 | DOAK MICHAELdirector | Buy | 24,880 | $18.62 |
| May 22, 2026 | DOAK MICHAELdirector | Buy | 17,538 | $18.52 |
| May 22, 2026 | DOAK MICHAELdirector | Buy | 15,745 | $18.79 |
| Apr 2, 2026 | Benes Julie E.officer: General Counsel and Secretary | Grant | 5,000 | — |
| Apr 2, 2026 | Bunch Richard F. IIIdirector, 10 percent owner, officer: President and CEO | Grant | 27,500 | — |
| Apr 2, 2026 | Bunch Richard F. IIIdirector, 10 percent owner, officer: President and CEO | Tax | 2,133 | $18.39 |
| Apr 2, 2026 | Bunch Richard F. IIIdirector, 10 percent owner, officer: President and CEO | Grant | 4,000 | — |
| Apr 2, 2026 | Bunch Michelle Carolinedirector | Grant | 4,000 | — |
| Apr 2, 2026 | Bunch Michelle Carolinedirector | Grant | 27,500 | — |
| Apr 2, 2026 | Bunch Michelle Carolinedirector | Tax | 2,133 | $18.39 |
| Apr 2, 2026 | Bunch Charles Alexanderofficer: Chief Creative & Marketing Off | Grant | 5,000 | — |
| Apr 2, 2026 | Bunch Charles Alexanderofficer: Chief Creative & Marketing Off | Tax | 326 | $18.39 |
| Apr 2, 2026 | Benes Julie E.officer: General Counsel and Secretary | Tax | 337 | $18.39 |
| Apr 2, 2026 | Padgett Geneofficer: Chief Accounting Officer | Grant | 3,250 | — |
| Apr 2, 2026 | Padgett Geneofficer: Chief Accounting Officer | Tax | 224 | $18.39 |
| Apr 2, 2026 | Zwinggi Janice E.officer: Chief Financial Officer | Grant | 12,500 | — |
| Apr 2, 2026 | Zwinggi Janice E.officer: Chief Financial Officer | Tax | 839 | $18.39 |
| Apr 2, 2026 | McGuire Andrew Vincentofficer: Chief Underwriting Officer | Grant | 4,000 | — |
| Apr 2, 2026 | Vijaya Gopal Mohan Babuofficer: Chief Technology Officer | Grant | 3,250 | — |
| Apr 2, 2026 | Nolan Katherine Cofficer: Chief Operating Officer | Grant | 12,500 | — |
| Apr 2, 2026 | Nolan Katherine Cofficer: Chief Operating Officer | Tax | 828 | $18.39 |
| Apr 2, 2026 | Anderson Jonathan Jamesdirector | Grant | 4,000 | — |
| Apr 2, 2026 | DOAK MICHAELdirector | Grant | 4,000 | — |
| Apr 2, 2026 | Wong Janet S.director | Grant | 4,000 | — |
Source: TWFG SEC Form 4 filings, latest Jun 4, 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
59
New positions
37
Reduced
39
Sold out
23
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | Increased | 2.8M | Feb 19, 2026 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | Reduced | 2.1M | May 15, 2026 |
| BAMCO INC /NY/ | Increased | 1.1M | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | Reduced | 1.1M | Feb 17, 2026 |
| CAPITAL INTERNATIONAL INVESTORS | Increased | 1.1M | May 13, 2026 |
| FMR LLC | Reduced | 1.1M | Feb 17, 2026 |
| CAPITAL INTERNATIONAL INVESTORS | Increased | 958K | Feb 11, 2026 |
| BAMCO INC /NY/ | Increased | 954K | Feb 17, 2026 |
| VANGUARD GROUP INC | Increased | 655K | Jan 29, 2026 |
| RIVERBRIDGE PARTNERS LLC | Increased | 594K | Jan 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 571K | May 15, 2026 |
| GIVERNY CAPITAL INC. | Increased | 552K | May 15, 2026 |
| RIVERBRIDGE PARTNERS LLC | Reduced | 550K | Apr 17, 2026 |
| CENTRAL SECURITIES CORP | Increased | 500K | May 8, 2026 |
| NUVEEN, LLC | Unchanged | 495K | Feb 12, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.