The TWFG, Inc. (NASDAQ: TWFG) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as an insurance distribution business in the financial services sector. TWFG files reports with the U.S. Securities and Exchange Commission that describe its operations as a high-growth, independent distribution platform for personal and commercial insurance in the United States, representing hundreds of carriers that underwrite personal and commercial lines risks.
Investors can review TWFG’s periodic reports, such as Annual Reports on Form 10-K and Quarterly Reports on Form 10-Q, to understand its insurance distribution model, agency and managing general agency (MGA) platforms, non-GAAP performance measures, liquidity, and risk factors. These filings often elaborate on topics referenced in press releases, including Organic Revenue, Organic Revenue Growth, Adjusted Net Income, Adjusted Net Income Margin, Adjusted Diluted Earnings Per Share, Adjusted EBITDA, Adjusted EBITDA Margin, and Adjusted Free Cash Flow.
Current Reports on Form 8-K are particularly relevant for tracking material events. For TWFG, recent 8-K filings have furnished press releases announcing quarterly financial and operating results and have disclosed leadership changes, such as the appointment of a President. These filings provide timely context on the company’s performance, capital resources, and corporate governance developments.
On Stock Titan, TWFG’s SEC filings are supplemented with AI-powered summaries that help explain the key points in dense regulatory documents. Users can quickly see what each filing covers, from earnings details and non-GAAP reconciliations to updates on executive roles. The page also facilitates monitoring of ongoing disclosure activity, enabling users to follow TWFG’s reporting history and understand how its insurance distribution business evolves over time.
Baron Capital Group and affiliated filers report beneficial ownership of 1,135,099 shares of TWFG, Inc. Class A common stock, representing 7.55% of the class. The filing (Amendment No. 1) states the position is held with shared voting and shared dispositive power of 1,135,099 shares. Other affiliated holders listed include BAMCO, Inc. (951,400 shares, 6.33%) and Baron Discovery Fund (935,000 shares, 6.22%). The filing identifies the filing group and parent/subsidiary relationships and is signed by Ronald Baron on 05/15/2026.
T. Rowe Price Investment Management, Inc. filed an amendment to its Schedule 13G/A reporting beneficial ownership of 2,099,298 shares of TWFG Inc. common stock, representing 14.0% of the class as reported. The amendment is labeled Amendment No. 5 and bears a signature date of 05/15/2026.
The filing lists sole voting power and sole dispositive power over the same 2,099,298 shares. The filing also includes the issuer CUSIP 87318A101 and identifies the issuer's principal office in The Woodlands, Texas.
TWFG, Inc. reported strong growth for the three months ended March 31, 2026, with total revenues of $72.8 million, up 35.3% year over year. Net income rose to $13.1 million from $6.9 million, while diluted earnings per share increased to $0.12 from $0.09. Growth was driven mainly by higher commission income, including expansion of the TWFG MGA offering and the contribution from TWFG MGA FL. Total written premium grew 23.5% to $458.2 million, supported by both renewal and new business. The company continued its acquisition strategy, purchasing Asset Protection Insurance Associates for $22.5 million, and repurchased 872,397 Class A shares for $16.7 million under a new $50 million buyback program, while maintaining modest bank debt and an undrawn $50.0 million revolving credit facility.
TWFG, Inc. reported strong first quarter 2026 results, with total revenues rising 35.3% to $72.8 million from $53.8 million a year earlier, driven by acquisitions and double-digit organic growth. Net income nearly doubled to $13.1 million, lifting net income margin to 18.0% from 12.7%.
Adjusted Net Income increased 75.2% to $16.2 million, and Adjusted Net Income Margin improved to 22.2%. Adjusted EBITDA grew 73.9% to $21.2 million, with Adjusted EBITDA Margin expanding 650 basis points to 29.1%. Organic Revenue Growth Rate was 10.1%, supported by both renewal and new business.
Total Written Premium increased 23.5% to $458.2 million, including significant growth in the TWFG MGA segment. Cash flow from operating activities was $22.7 million and Adjusted Free Cash Flow was $15.2 million. The company also executed on its authorized Class A share repurchase program, buying back approximately $40 million of stock and reaffirmed full-year 2026 guidance for 15%–20% total revenue growth and 10%–15% organic revenue growth.
TWFG Inc reports a Schedule 13G/A filing showing FMR LLC beneficially owns 151,280.92 shares of Class A common stock, representing 1.0% of the class. The filing lists Abigail P. Johnson as having dispositive power for the same 151,280.92 shares and cites a power of attorney effective April 13, 2026.
TWFG reports full-year 2025 results showing continued growth and strong cash generation. Total revenues rose $248.5 million (+22.0%), driven by Organic Revenue Growth of 11.6%. Net income increased to $41.2 million (+44.0%) and Adjusted EBITDA grew to $66.8 million (+47.4%). Total Written Premium was $1.7B. Management notes operating leverage, disciplined M&A, and continued investment in technology; non-GAAP measures are reconciled in the Form 10-K.
TWFG, Inc. asks stockholders to elect six directors and ratify Deloitte & Touche as auditor at the 2026 virtual annual meeting. The proxy highlights a strong 2025, with revenue up 22% to $248.5 million, net income up 44% to $41.2 million, and Adjusted EBITDA up 47.4% to $66.8 million. Organic revenue grew 11.6% and Adjusted EBITDA margin rose to 26.9%, showing operating leverage in its independent insurance distribution platform. The filing also details a controlled governance structure, director pay, equity incentives, related‑party arrangements, and enhanced clawback and insider‑trading policies.
TWFG, Inc. director, President and CEO Richard F. Bunch III reported equity compensation and related tax withholding in Class A Common Stock. He received 27,500 restricted stock units (RSUs) under the 2024 Omnibus Incentive Plan, vesting in three equal annual installments on March 31, 2027, 2028 and 2029, subject to continued service. To cover tax obligations from an RSU release, 2,133 shares were withheld at $18.39 per share, a non‑market disposition. After these entries, he directly holds 331,329 shares. Separately, his wife, serving as a director, was granted 4,000 RSUs that vest in full on the first anniversary of the grant date, and indirect holdings are reported for his wife, two sons and Bunch Family Holdings, LLC.
TWFG, Inc. director Michelle Caroline Bunch reported equity awards and related tax withholding involving Class A Common Stock. She received 4,000 restricted stock units (RSUs) as a director grant, bringing her direct holdings to 15,967 shares. These RSUs vest in full on the first anniversary of the grant date, subject to continued board service.
Her husband received 27,500 RSUs under the 2024 Omnibus Incentive Plan, vesting in three equal annual installments on March 31, 2027, March 31, 2028 and March 31, 2029, contingent on his continued service. In connection with RSU release, 2,133 shares were withheld at his election at $18.39 per share to satisfy tax withholding obligations, leaving 331,329 shares held indirectly through him. The filing also lists indirect holdings through two sons and Bunch Family Holdings, LLC on separate lines.
TWFG, Inc. reported that Chief Creative & Marketing Officer Charles Alexander Bunch received an award of 5,000 shares of Class A Common Stock in the form of restricted stock units under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the company.
On the same date, 326 shares of Class A Common Stock were withheld at a price of $18.39 per share to satisfy tax withholding obligations in connection with the release of RSUs. Following these transactions, Bunch directly holds 42,686 shares of Class A Common Stock and has an additional 72 shares held indirectly by his son.