TWFG, Inc.

TWFG · Nasdaq · SIC 6411: Insurance Agents, Brokers & Service
26
SEC Filings

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...

Next Earnings

Q2 FY2026 — expected 2026-08-20

Key Facts from Earnings Calls

TypeSubjectDetailQuarter
topic_mentionTWFGdiscussed_in_filing Artificial Intelligence
topic_mentionTWFGdiscussed_in_filing Cybersecurity
topic_mentionTWFGdiscussed_in_filing Trusted Computing
topic_mentionTWFGdiscussed_in_filing Blockchain & Crypto
topic_mentionTWFGdiscussed_in_filing Regulation
topic_mentionTWFGdiscussed_in_filing AI Compute
topic_mentionTWFGdiscussed_in_filing Platform & Ecosystem
topic_mentionTWFGdiscussed_in_filing Sovereign & Government
metricTWFG revenuereported_in_filing $248.5 million
topic_mentionTWFGdiscussed_in_filing Artificial Intelligence
topic_mentionTWFGdiscussed_in_filing Cybersecurity
topic_mentionTWFGdiscussed_in_filing Trusted Computing
topic_mentionTWFGdiscussed_in_filing Blockchain & Crypto
topic_mentionTWFGdiscussed_in_filing Regulation
topic_mentionTWFGdiscussed_in_filing AI Compute
topic_mentionTWFGdiscussed_in_filing Platform & Ecosystem
topic_mentionTWFGdiscussed_in_filing Sovereign & Government
metricTWFG revenuereported_in_filing $248.5 million
topic_mentionTWFGdiscussed_in_filing Artificial Intelligence
topic_mentionTWFGdiscussed_in_filing Cybersecurity

Annual Reports (10-K)

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

Quarterly Reports (10-Q)

FiledPeriodAccessionSourceFull Text
2025-11-122025-09-300001628280-25-051591EDGAR28K words
2025-08-132025-06-300002007596-25-000024EDGAR—
2025-05-132025-03-310001628280-25-025142EDGAR—
2024-11-132024-09-300002007596-24-000013EDGAR—
2024-08-302024-06-300002007596-24-000008EDGAR—

Recent Current Reports (8-K)

FiledAccessionSourceFull Text
2026-02-250001628280-26-011644EDGAR10K words
2025-11-120001628280-25-051588EDGAR—
2025-08-120002007596-25-000021EDGAR—
2025-05-280001628280-25-028188EDGAR—
2025-05-130001628280-25-025115EDGAR—
2025-05-020001628280-25-021633EDGAR—
2025-04-080001628280-25-017074EDGAR—
2025-03-190001628280-25-013822EDGAR—
2025-03-040001628280-25-009535EDGAR—
2025-01-290001628280-25-003007EDGAR—

26 total filings indexed. 9 additional filings (S-1, DEF 14A, etc.) View all (JSON) · SEC EDGAR

Sector Peers

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 CRD-A — CRAWFORD & CO

Company Identity

CIK0002007596
TickerTWFG
ExchangeNasdaq
SIC6411: Insurance Agents, Brokers & Service
IncorporatedDE

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