What smart money is saying about TWFG
2 funds in our archive have pitched TWFG — most recently Giverny Capital in December 2025.
TWFG, Inc. operates an independent distribution platform for personal and commercial insurance products in the United States. Its personal and commercial insurance products include auto, home, renters, life, health, motorcycle, umbrella, boat, recreational vehicle, flood, wind, event, luxury item, general liability, property, business auto, workers' compensation, business owner policy, and professional liability insurance products, as well as commercial bonds and group benefits. The company was founded in 2001 and is based in The Woodlands, Texas. TWFG, Inc. operates as a subsidiary of Bunch Family Holdings, LLC.
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Position history
Between Q1 2025 and Q1 2026, 1 fund letter reported a position in TWFG — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 1 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- AddedGiverny Capital Asset Management (GCAM) model portfolioMarch 2026
“We added to positions in Kinsale, TWFG and Hawkins during the quarter.”
Read the letterTWFG
Fund coverage · 2 theses
- Giverny CapitalDecember 2025
TWFG is an insurance distribution platform offering agents carrier access and back-office support for a commission split, with founder ownership and growth potential.
Read the full thesis - Giverny CapitalMarch 2025
TWFG is a promising technology platform that enhances the productivity and independence of insurance agents by providing access to multiple insurers and back-office support.
Read the full thesis
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