Twfg, Inc.
A national independent insurance distribution platform, TWFG (short for The Woodlands Financial Group) helps individuals and businesses find auto, home, life, health, and commercial coverage by connecting them with hundreds of different insurance carriers through its network of agents. Founder Richard "Gordy" Bunch III started the company in The Woodlands, Texas, in 2001 with a small amount of capital, just days before the September 11 attacks. The CEO has joked that the "G" in TWFG could stand for "Growth," reflecting how the small startup grew into a major national player that went public on the Nasdaq in 2024.
Estimated from filings — the split-adjusted price range over the quarters each manager built the position. A range, not a fill price; 13F reports a quarter-end snapshot, not a trade date.