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TWFG, Inc.

For the period ended Dec 31, 2025. Filed Mar 10, 2026.

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A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.

FY2025 · Filed Mar 10, 2026

TWFG$26.79-4.7%Stored close · as of Nov 9, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Contents

Consolidated Statementsof Comprehensive Income (Loss)

Years Ended December 31,
202520242023
Net income$41,166$28,592$26,096
Other comprehensive loss, net of tax:
Unrealized gain on investments of discontinued operation (net of tax expense 2025- $0, 2024- $0 and 2023- $44)——165
Unrealized (loss) gain on derivative instruments(15)214109
Reclassification of realized losses on derivative instruments included in net income(181)(321)(409)
Total other comprehensive income, net of tax(196)(107)(135)
Comprehensive income40,97028,48525,961
Less: comprehensive income attributable to noncontrolling interests33,06025,69025,961
Comprehensive income attributable to TWFG, Inc.$7,910$2,795$—
ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.