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TWFG, Inc.

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

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About this filing

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

Signatures

Pursuant to the requirements of Section 13 or 15(d) of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

TWFG, Inc.
Date:March 9, 2026By:/s/ Richard F. Bunch III
Name: Richard F. Bunch III
Title: Chief Executive Officer
(Principal Executive Officer)
Date:March 9, 2026By:/s/ Janice E. Zwinggi
Name: Janice E. Zwinggi
Title: Chief Financial Officer
(Principal Financial and Accounting Officer)

Pursuant to the requirements of the Securities and Exchange Act of 1934, this report has been signed below by the following persons on behalf of the registrant and in the capacities and on the dates indicated.

SignatureTitleDate
/s/ Richard F. Bunch IIIChief Executive Officer, Chairman and DirectorMarch 09, 2026
Richard F. Bunch III
/s/ Janice E. ZwinggiChief Financial Officer (Principal Financial and Accounting Officer)March 09, 2026
Janice E. Zwinggi
/s/ Jonathan AndersonDirectorMarch 09, 2026
Jonathan Anderson
/s/ Michelle BunchDirectorMarch 09, 2026
Michelle Bunch
/s/ Michael DoakDirectorMarch 09, 2026
Michael Doak
/s/ Janet S. WongDirectorMarch 09, 2026
Janet S. Wong
/s/ Robin A. FerraconeDirectorMarch 09, 2026
Robin A. Ferracone
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.