• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Superconnector
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEWLLM Arena
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G filed by TWFG Inc.

    11/14/24 1:28:35 PM ET
    $TWFG
    Specialty Insurers
    Finance
    Get the next $TWFG alert in real time by email
    SC 13G 1 twfg13gsep24.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. ) TWFG INC (Name of Issuer) COMMON STOCK (Title of Class of Securities) 87318A101 (CUSIP NUMBER) September 30, 2024 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant to which this Schedule is filed: [x] Rule 13d - 1(b) Rule 13d - 1(c) Rule 13d - 1(d) 1. Name of Reporting Person T. Rowe Price Investment Management, Inc. 85-4328500 2. Check the Appropriate Box if a Member of a Group NOT APPLICABLE 3. SEC Use Only 4. Citizenship or Place of Organization Maryland Number of Shares Beneficially Owned by Each Reporting Person With 5. Sole Voting Power* 1,136,118 6. Shared Voting Power* 0 7. Sole Dispositive Power* 1,138,515 8. Shared Dispositive Power 0 9. Aggregate Amount Beneficially Owned by Each Reporting Person 1,138,515 10. Check Box if the Aggregate Amount in Row (9) Excludes Certain Shares NOT APPLICABLE 11. Percent of Class Represented by Amount in Row 9 7.7% 12. Type of Reporting Person IA *Any shares reported in Items 5 and 6 are also reported in Item 7. Item 1(a) Name of Issuer: TWFG INC Item 1(b) Address of Issuer's Principal Executive Offices: 1201 LAKE WOODLANDS DRIVE, SUITE 4020, THE WOODLANDS, TX 77380 Item 2(a) Name of Person(s) Filing: (1) T. Rowe Price Investment Management, Inc. (Price Investment Management) Item 2(b) Address of Principal Business Office: 101 E. Pratt Street, Baltimore, MD 21201 Item 2(c) Citizenship or Place of Organization: (1) Maryland Item 2(d) Title of Class of Securities: COMMON STOCK Item 2(e) Cusip Number: 87318A101 Item 3: The person filing this Schedule 13G is an: X Investment Adviser registered under Section 203 of the Investment Advisers Act of 1940 Item 4: Reference is made to Items 5-11 on the preceding pages of this Schedule 13G. Item 5: Ownership of Five Percent or Less of a Class Not Applicable Item 6: Ownership of More than Five Percent on Behalf of Another Person (1) Price Investment Management does not serve as custodian of the assets of any of its clients; accordingly, in each instance only the client or the client's custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from the sale of, such securities. The ultimate power to direct the receipt of dividends paid with respect to, and the proceeds from the sale of, such securities, is vested in the individual and institutional clients which Price Investment Management serves as investment adviser. Any and all discretionary authority which has been delegated to Price Investment Management may be revoked in whole or in part at any time. Except as may be indicated if this is a joint filing with one of the registered investment companies sponsored by Price Investment Management which it also serves as investment adviser ("T. Rowe Price Funds"), not more than 5% of the class of such securities is owned by any one client subject to the investment advice of Price Investment Management. Item 7: Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company. Not Applicable Item 8: Identification and Classification of Members of the Group Not Applicable Item 9: Notice of Dissolution of Group Not Applicable Item 10: Certification By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. T. Rowe Price Investment Management, Inc. hereby declares and affirms that the filing of Schedule 13G shall not be construed as an admission that Price Investment Management is the beneficial owner of the securities referred to, which beneficial ownership is expressly denied. Signature. After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. T. Rowe Price Investment Management, Inc. Date: November 14, 2024 Signature: /s/ Ellen York Name & Title: Ellen York, Vice President 09/30/2024
    Get the next $TWFG alert in real time by email

    Crush Q3 2025 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $TWFG

    DatePrice TargetRatingAnalyst
    1/3/2025$30.00 → $33.00Overweight → Neutral
    Analyst
    8/21/2024Outperform
    William Blair
    8/12/2024$30.00Outperform
    BMO Capital Markets
    8/12/2024$23.00Equal-Weight
    Morgan Stanley
    8/12/2024$27.00Overweight
    Piper Sandler
    8/12/2024$26.50Overweight
    JP Morgan
    8/12/2024$29.00Outperform
    RBC Capital Mkts
    8/12/2024$29.00Buy
    UBS
    More analyst ratings

    $TWFG
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    TWFG, Inc. to Announce Third Quarter 2025 Financial Results on Wednesday, November 12, 2025

    THE WOODLANDS, Texas, Oct. 20, 2025 (GLOBE NEWSWIRE) --  October 20, 2025 – (GLOBAL NEWSWIRE) – TWFG, Inc. (NASDAQ:TWFG), a leading independent insurance distribution platform, announced today that it will release its financial results for the third quarter ended September 30, 2025, after the market closes on Wednesday, November 12, 2025. The Company will host a conference call to discuss its financial results the following morning, Thursday, November 13, 2025, at 9:00 a.m. Central Time (10:00 a.m. Eastern Time). TO ACCESS THE CALL BY PHONE, PARTICIPANTS CAN REGISTER AT THIS LINK WHERE THEY WILL BE PROVIDED WITH THE DIAL IN DETAILS. A live webcast of the call will be available on TWFG's

    10/20/25 4:20:00 PM ET
    $TWFG
    Specialty Insurers
    Finance

    TWFG Announces Second Quarter 2025 Results

    – Total Revenues increased 13.8% for the quarter over the prior year period to $60.3 million –– Total Written Premium increased 14.4% for the quarter over the prior year period to $450.3 million –– Organic Revenue Growth Rate* of 10.6% for the quarter –– Net income of $9.0 million for the quarter –– Adjusted EBITDA* increased 40.7% for the quarter over the prior year period to $15.1 million – THE WOODLANDS, Texas, Aug. 12, 2025 (GLOBE NEWSWIRE) -- TWFG, Inc. ("TWFG", the "Company" or "we") (NASDAQ:TWFG), a high-growth insurance distribution company, today announced results for the second quarter ended June 30, 2025. Second Quarter 2025 Highlights Total revenues for the quarter increased

    8/12/25 6:59:46 PM ET
    $TWFG
    Specialty Insurers
    Finance

    TWFG Insurance Accelerates Northeast Expansion with Acquisition of Angers & Litz Associates

    THE WOODLANDS, Texas, Aug. 12, 2025 (GLOBE NEWSWIRE) -- TWFG Insurance (NASDAQ:TWFG), a high-growth independent insurance distribution platform, has expanded its national footprint with the strategic acquisition of Angers & Litz Associates, Inc., a well-established agency based in Schenectady, New York. This move marks a key milestone in TWFG's Northeast growth strategy and reinforces its commitment to scaling through high-quality, legacy-rich partnerships. Founded in 1963, Angers & Litz has built a strong reputation for delivering both commercial and personal lines insurance solutions. Its deep regional presence and multi-generational client relationships provide TWFG with immediate mark

    8/12/25 10:04:53 AM ET
    $TWFG
    Specialty Insurers
    Finance

    $TWFG
    SEC Filings

    View All

    Amendment: SEC Form SCHEDULE 13G/A filed by TWFG Inc.

    SCHEDULE 13G/A - TWFG, Inc. (0002007596) (Subject)

    8/14/25 12:12:13 PM ET
    $TWFG
    Specialty Insurers
    Finance

    SEC Form 10-Q filed by TWFG Inc.

    10-Q - TWFG, Inc. (0002007596) (Filer)

    8/13/25 4:07:49 PM ET
    $TWFG
    Specialty Insurers
    Finance

    Amendment: SEC Form SCHEDULE 13G/A filed by TWFG Inc.

    SCHEDULE 13G/A - TWFG, Inc. (0002007596) (Subject)

    8/13/25 12:49:42 PM ET
    $TWFG
    Specialty Insurers
    Finance

    $TWFG
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    TWFG, Inc. downgraded by Analyst with a new price target

    Analyst downgraded TWFG, Inc. from Overweight to Neutral and set a new price target of $33.00 from $30.00 previously

    1/3/25 7:51:30 AM ET
    $TWFG
    Specialty Insurers
    Finance

    William Blair initiated coverage on TWFG, Inc.

    William Blair initiated coverage of TWFG, Inc. with a rating of Outperform

    8/21/24 7:39:49 AM ET
    $TWFG
    Specialty Insurers
    Finance

    BMO Capital Markets initiated coverage on TWFG, Inc. with a new price target

    BMO Capital Markets initiated coverage of TWFG, Inc. with a rating of Outperform and set a new price target of $30.00

    8/12/24 8:08:02 AM ET
    $TWFG
    Specialty Insurers
    Finance

    $TWFG
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    General Counsel and Secretary Benes Julie E. bought $31,854 worth of shares (950 units at $33.53), increasing direct ownership by 2% to 49,008 units (SEC Form 4)

    4 - TWFG, Inc. (0002007596) (Issuer)

    11/26/24 5:24:04 PM ET
    $TWFG
    Specialty Insurers
    Finance

    Amendment: Chief Creative & Marketing Off Bunch Charles Alexander bought $2,448 worth of shares (144 units at $17.00) (SEC Form 4)

    4/A - TWFG, Inc. (0002007596) (Issuer)

    9/26/24 1:48:29 PM ET
    $TWFG
    Specialty Insurers
    Finance

    President and CEO Bunch Richard F. Iii was granted 150,587 shares, converted options into 342,262 shares, bought $3,450,592 worth of shares (202,976 units at $17.00) and was granted 33,893,810 units of Class C Common Stock, increasing direct ownership by 678,275% to 678,375 units (SEC Form 4)

    4 - TWFG, Inc. (0002007596) (Issuer)

    7/19/24 9:42:37 PM ET
    $TWFG
    Specialty Insurers
    Finance

    $TWFG
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Chief Creative & Marketing Off Bunch Charles Alexander covered exercise/tax liability with 6,187 shares, decreasing direct ownership by 14% to 38,012 units (SEC Form 4)

    4 - TWFG, Inc. (0002007596) (Issuer)

    7/21/25 3:42:33 PM ET
    $TWFG
    Specialty Insurers
    Finance

    General Counsel and Secretary Benes Julie E. covered exercise/tax liability with 6,187 shares, decreasing direct ownership by 14% to 38,962 units (SEC Form 4)

    4 - TWFG, Inc. (0002007596) (Issuer)

    7/21/25 3:41:03 PM ET
    $TWFG
    Specialty Insurers
    Finance

    Chief Financial Officer Zwinggi Janice E. covered exercise/tax liability with 7,338 shares, decreasing direct ownership by 12% to 53,363 units (SEC Form 4)

    4 - TWFG, Inc. (0002007596) (Issuer)

    7/21/25 3:35:18 PM ET
    $TWFG
    Specialty Insurers
    Finance

    $TWFG
    Leadership Updates

    Live Leadership Updates

    View All

    TWFG Inc. Appoints Eugene Padgett to Join Its Leadership Team as Chief Accounting Officer

    THE WOODLANDS, Texas, Jan. 23, 2025 /PRNewswire/ -- TWFG, Inc. (NASDAQ:TWFG), announced today that Eugene "Gene" Padgett, former Senior Vice President and Chief Accounting Officer with U.S. Silica, has joined TWFG's Leadership Team as Chief Accounting Officer. He brings to TWFG over 30 years of progressive experience in accounting and financial management across diverse industries, and a strong track record of enhancing organizational performance through strategic financial planning, SEC reporting, and compliance. He will report to Janice Zwinggi, Chief Financial Officer.  Abo

    1/23/25 5:16:00 PM ET
    $TWFG
    Specialty Insurers
    Finance

    $TWFG
    Financials

    Live finance-specific insights

    View All

    TWFG, Inc. to Announce Third Quarter 2025 Financial Results on Wednesday, November 12, 2025

    THE WOODLANDS, Texas, Oct. 20, 2025 (GLOBE NEWSWIRE) --  October 20, 2025 – (GLOBAL NEWSWIRE) – TWFG, Inc. (NASDAQ:TWFG), a leading independent insurance distribution platform, announced today that it will release its financial results for the third quarter ended September 30, 2025, after the market closes on Wednesday, November 12, 2025. The Company will host a conference call to discuss its financial results the following morning, Thursday, November 13, 2025, at 9:00 a.m. Central Time (10:00 a.m. Eastern Time). TO ACCESS THE CALL BY PHONE, PARTICIPANTS CAN REGISTER AT THIS LINK WHERE THEY WILL BE PROVIDED WITH THE DIAL IN DETAILS. A live webcast of the call will be available on TWFG's

    10/20/25 4:20:00 PM ET
    $TWFG
    Specialty Insurers
    Finance

    TWFG Announces Second Quarter 2025 Results

    – Total Revenues increased 13.8% for the quarter over the prior year period to $60.3 million –– Total Written Premium increased 14.4% for the quarter over the prior year period to $450.3 million –– Organic Revenue Growth Rate* of 10.6% for the quarter –– Net income of $9.0 million for the quarter –– Adjusted EBITDA* increased 40.7% for the quarter over the prior year period to $15.1 million – THE WOODLANDS, Texas, Aug. 12, 2025 (GLOBE NEWSWIRE) -- TWFG, Inc. ("TWFG", the "Company" or "we") (NASDAQ:TWFG), a high-growth insurance distribution company, today announced results for the second quarter ended June 30, 2025. Second Quarter 2025 Highlights Total revenues for the quarter increased

    8/12/25 6:59:46 PM ET
    $TWFG
    Specialty Insurers
    Finance

    TWFG Insurance to release its second quarter financial results on August 12th, 2025

    THE WOODLANDS, Texas, July 21, 2025 (GLOBE NEWSWIRE) -- TWFG, Inc. (NASDAQ:TWFG), a leading independent insurance distribution platform, announced today that it will release its financial results for the second quarter ended June 30, 2025, after the market closes on Tuesday, August 12, 2025. The Company will host a conference call to discuss its financial results the following morning, Wednesday, August 13, 2025, at 9:00 a.m. Central Time (10:00 a.m. Eastern Time). TO ACCESS THE CALL BY PHONE, PARTICIPANTS CAN REGISTER AT THIS LINK WHERE THEY WILL BE PROVIDED WITH THE DIAL IN DETAILS. A live webcast of the call will be available on TWFG's Investor Relations website at investors.twfg.com

    7/21/25 4:30:45 PM ET
    $TWFG
    Specialty Insurers
    Finance

    $TWFG
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    SEC Form SC 13G filed by TWFG Inc.

    SC 13G - TWFG, Inc. (0002007596) (Subject)

    11/14/24 1:28:35 PM ET
    $TWFG
    Specialty Insurers
    Finance

    SEC Form SC 13G filed by TWFG Inc.

    SC 13G - TWFG, Inc. (0002007596) (Subject)

    11/14/24 1:22:40 PM ET
    $TWFG
    Specialty Insurers
    Finance

    SEC Form SC 13G filed by TWFG Inc.

    SC 13G - TWFG, Inc. (0002007596) (Subject)

    11/14/24 8:49:48 AM ET
    $TWFG
    Specialty Insurers
    Finance