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.
| Holder | Schedule | % of class | Shares | Filed |
|---|---|---|---|---|
| Baron Capital Group, Inc. | 13G/APassive | 8.73% | 1.14M | Aug 14, 2026 |
| Ronald Baron | 13G/APassive | 8.73% | 1.14M | Aug 14, 2026 |
| BAMCO INC /NY/ | 13G/APassive | 7.32% | 951.2K | Aug 14, 2026 |
| Baron Discovery Fund | 13G/APassive | 7.19% | 935.0K | Aug 14, 2026 |
| Baron Capital Management, Inc. | 13G/APassive | 1.42% | 183.9K | Aug 14, 2026 |
| Richard F. Bunch III | 13G/APassive | 0.7% | 34.28M | Aug 14, 2026 |
| Bunch Family Holdings, LLC | 13G/APassive | 0.7% | 33.71M | Aug 14, 2026 |
| Michelle Caroline Bunch | 13G/APassive | 0% | 288.5K | Aug 14, 2026 |
| Capital International Investors | 13G/APassive | 0% | 0 | Aug 12, 2026 |
| Franklin Resources, Inc. | 13GPassive | 6% | 781.9K | Jul 28, 2026 |