Welcome to our dedicated page for TWFG SEC filings (Ticker: TWFG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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.
TWFG, Inc. director–associated entities increased their stake through open-market purchases of Class A Common Stock. Entities linked to director Michael Doak bought a total of 33,994 shares at prices between $18.62 and $19.09 per share, in two transactions on June 3 and June 4, 2026.
After these buys, indirect holdings reported for the entities totaled 757,722 shares, while Doak also reported 10,117 shares held directly. The direct holdings include 4,000 restricted stock units that vest in full on the first anniversary of their grant date, subject to his continued board service.
TWFG, Inc. director Michael Doak reported open-market purchases of a total of 33,000 shares of Class A Common Stock at prices of $19.25 and $19.33 per share. These shares are held indirectly through entities he is associated with, including Griffin Highline Capital LLC and Dallas Specialty Insurance Company, bringing their combined indirect holdings to 723,728 shares.
Doak also reports 10,117 shares held directly, which include 4,000 restricted stock units that vest on the first anniversary of their grant date if he continues serving as a director.
TWFG, Inc. director Michael Doak reported net open-market purchases of 22,330 shares of Class A Common Stock at $18.87 per share. The purchases were made through entities associated with him and are reported as indirect ownership.
After these transactions, indirect holdings total 690,728 shares and direct holdings are 10,117 shares. Direct holdings include 4,000 restricted stock units granted for his board service, which vest in full on the first anniversary of their grant date if he continues as a director.
According to the disclosure, 683,579 shares are held by Griffin Highline Capital LLC and 7,149 shares are held by Dallas Specialty Insurance Company, both controlled by Griffin Highline Capital LLC. Doak disclaims beneficial ownership of shares owned by these entities except to the extent of his pecuniary interests in them.
TWFG, Inc. held its 2026 Annual Meeting of Stockholders on May 27, 2026, where stockholders voted on director elections and auditor ratification. Total voting power of 352,200,156 votes was present in person or by proxy, representing approximately 85.15% of the 360,422,035 votes entitled to vote.
Stockholders elected all six nominees to the board of directors, with each receiving over 346 million votes in favor and broker non-votes of 1,514,551. They also ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 352,121,435 votes for, 28,096 against, and 50,625 abstentions.
TWFG, Inc. director Michael Doak reported a series of open‑market purchases of Class A Common Stock through entities associated with him. On May 22, 26 and 27, 2026, these entities bought a total of 46,880 shares at prices between $18.62 and $19.23 per share, increasing their indirect holdings to 668,398 shares. Separately, Doak holds 10,117 shares directly, which include 4,000 restricted stock units that vest in full on the first anniversary of their grant date, subject to his continued service as a director.
Entities associated with TWFG, Inc. director Michael Doak bought a total of 33,283 shares of Class A Common Stock in open-market transactions at prices around $18.52–$18.79 per share. After these purchases, they held 621,518 indirect shares, while Doak also held 10,117 shares directly, including 4,000 RSUs that vest after one year of service.
AllianceBernstein L.P. filed an amended Schedule 13G/A reporting 0 shares of TWFG Inc. (CUSIP 87318A101) as beneficially owned and 0.0% of the class. The filing states these accounts are managed for clients and that AllianceBernstein is majority owned by Equitable Holdings, Inc.
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.