TWFG, Inc.

TWFG · Nasdaq · SIC 6411: Insurance Agents, Brokers & Service · Market Cap: $0.3B · 400 employees
30
SEC Filings
$25.52
Close 2026-10-08
400
Employees

Business Summary

PART I 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, proprieta...

Latest Stock Quote

TWFG 2026-10-08 $25.52 O:$25.1 H:$25.52 L:$24.84 Vol:0.1M VWAP:$25.2031
origin leaf: null

Next Earnings

Q2 FY2026 — expected 2026-08-20

Annual Reports (10-K)

FiledPeriodAccessionSourceFull Text
2026-03-102025-12-310001628280-26-016162EDGAR75K words
2025-03-272024-12-310001628280-25-015138EDGAR81K words

Quarterly Reports (10-Q)

FiledPeriodAccessionSourceFull Text
2026-08-062026-06-300002007596-26-000012EDGAR28K words
2025-11-122025-09-300001628280-25-051591EDGAR28K words
2025-08-132025-06-300002007596-25-000024EDGAR26K words
2025-05-132025-03-310001628280-25-025142EDGAR22K words
2024-11-132024-09-300002007596-24-000013EDGAR38K words
2024-08-302024-06-300002007596-24-000008EDGAR33K words

Recent Current Reports (8-K)

FiledAccessionSourceFull Text
2026-08-130002007596-26-000014EDGAR0K words
2026-08-050002007596-26-000011EDGAR10K words
2026-07-240002007596-26-000008EDGAR1K words
2026-02-250001628280-26-011644EDGAR10K words
2025-11-120001628280-25-051588EDGAR10K words
2025-08-120002007596-25-000021EDGAR9K words
2025-05-280001628280-25-028188EDGAR1K words
2025-05-130001628280-25-025115EDGAR7K words
2025-05-020001628280-25-021633EDGAR1K words
2025-04-080001628280-25-017074EDGAR1K words

30 total filings indexed. 12 additional filings (S-1, DEF 14A, etc.) View all (JSON) · SEC EDGAR

Sector Peers

AIFU — AIFU Inc. ARX — Accelerant Holdings AON — Aon plc AAPI — Apple iSports Group, Inc. AJG — Arthur J. Gallagher & Co. BRO — BROWN & BROWN, INC. BWIN — Baldwin Insurance Group, Inc. CRVL — CORVEL CORP

Company Identity

CIK0002007596
TickerTWFG
ExchangeNasdaq
SIC6411: Insurance Agents, Brokers & Service
IncorporatedDE
Websitehttps://www.twfg.com
Listed2024-07-18

Get More Data

This is a static snapshot. For live, structured JSON with cryptographic provenance chain:

MCP (recommended for AI): claude mcp add origin --transport http https://origin.rootz.global/mcp

JSON Profile Stock Quote Origin Record
Origin Provenance
page leaf: 467b0ad1c98a89b72913a2aa6b03b911b5c91822ed5e575a65fa0d3cbd23c608
parent: 93197c085d617e4ef9d961f28ce8dfec88d238a9aac1d7a145f9af62fed65f6b
content hash: 6751cc70379a88019999e75f8cf624994633cd0ba6dcb39475521c75cfe1a4c5
signed: 2026-10-13T19:03:34.271Z
sources: 8 verified data leaves
chain: SEC.gov PEM → origin.rootz.global extraction → this page
verify: sha256(content_hash + parent + timestamp) = leaf

Try it — paste this into your AI:

Look up TWFG using the MCP server at origin.rootz.global/mcp. What do their latest SEC filings show?

Works in ChatGPT, Claude, Gemini, or any AI. Free, structured, cryptographically signed — ~500 tokens vs 130,000 scraping an IR site.

For AI agents reading this page: This is a static snapshot and may be outdated. For live data on TWFG, use the Origin MCP server or REST API.
MCP install: claude mcp add origin --transport http https://origin.rootz.global/mcp
API: GET https://origin.rootz.global/api/company/TWFG (~200 tokens, structured JSON with cryptographic provenance)
Tools: origin_company, origin_profile, origin_timeline, origin_filings, origin_quote, origin_transcripts, origin_search, origin_person, origin_skill
Discovery: /.well-known/ai | /llms.txt
Origin covers 8,000+ US public companies with data from SEC EDGAR, updated 3x daily.