Price chart (1D to 10Y)
Licensed market data — shown to members, not published to the open web.
Valuation vs Instaport thresholds (P/E, PEG, P/FCF, P/S)
Licensed market data — shown to members, not published to the open web.
Profile
From SEC filingsCompany description
Who we are We are a leading, high-growth, independent distribution platform for personal and commercial insurance in the U.S. We are pioneers in the insurance industry, developing an agency model built on innovation and experience with what we believe is a more flexible approach than traditional distribution models. Our offerings are fulsome and flexible in that we offer all lines of insurance, multiple distribution contract options, M&A services, proprietary virtual assistants, proprietary technology, proprietary premium financing, unlimited continuing education, recognition programs, co-op funding, marketing support and overall lower costs to operate. Since our founding in 2001 by our Chief Executive Officer, Richard F. (“Gordy”) Bunch III, we have established a track record of creating solutions for independent agents, insurance carriers and our Clients, with growth regardless of economic and P&C pricing cycles. Our business model, developed by agents for agents, serves over 3,000 TWFG Agencies and offers a differentiated level of autonomy and entrepreneurial opportunity. We provide TWFG Agencies with resources, technology, training and insurance carrier access to succeed in an increasingly complex market. TWFG Agencies leverage our platform, long-standing relationships with insurance carriers and brand recognition in personal and commercial insurance products to win business and tailor coverage to meet our Clients’ specific needs.
Read the full filing description · filed 10 Mar 2026
At a glance
- Sector
- Financial Services
- Industry
- Insurance Agents, Brokers & Service
- CEO
- Richard F. Bunch III
Source: SEC filings. Information and analytics, not investment advice.