Not independent
Tenure on this board
2.0 yrs
Meeting calendar
TWFG · Annual meeting · Wednesday, May 27, 2026
Twfg Inc
6 nominees · 2 ballot items.
Proposal 1: Elect six directors (Richard F. "Gordy" Bunch III, Michael Doak, Jonathan Anderson, Michelle Caroline Bunch, Robin A. Ferracone, and Janet S. Wong) each to serve one-year terms until the 2027 annual meeting; Proposal 2: Ratify the appointment of Deloitte & Touche LLP as TWFG's independent registered public accounting firm for the fiscal year ending December 31, 2026.
Market cap
$1.4B
1Y TSR
-26.1%
Board grade
C-
Record date
Mar 30, 2026
Filing
DEF 14A
Meeting concluded · May 27, 2026
Follow how the vote landed and what changed on Twfg Inc’s board — director track records, governance grades, and ongoing monitoring — on the Boardroom Alpha platform.
Proposals
On the ballot2
- 1
Election of Directors
ManagementBoard: FORElect each of Richard F. ("Gordy") Bunch III, Michael Doak, Jonathan Anderson, Michelle Caroline Bunch, Robin A. Ferracone, and Janet S. Wong as directors, each to hold office until the 2027 annual meeting of stockholders (one-year term) and until their successors are duly elected and qualified, subject to plurality vote.
- 2
Ratification of Appointment of Independent Registered Public Accounting Firm
ManagementBoard: FORRatify the Audit Committee's appointment of Deloitte & Touche LLP as TWFG's independent registered public accounting firm for the fiscal year ending December 31, 2026.
Director elections
Nominees on the ballot6
Independent
Tenure on this board
2.0 yrs
Independent
Tenure on this board
2.0 yrs
Not independent
Tenure on this board
2.0 yrs
Independent
Tenure on this board
2.0 yrs
Independent
Tenure on this board
2.0 yrs
Also a director at
Valvoline Inc (VVV)
Ownership
Latest 13F quarterTop institutional holders10
| # | Owner | % of shares | Shares | Value |
|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management, Inc. | 3.9% | 2,099,298 | $39M |
| 2 | BAMCO INC /NY/ | 2.1% | 1,135,099 | $21M |
| 3 | Capital International Investors | 2.0% | 1,065,732 | $20M |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.1% | 570,537 | $10M |
| 5 | Giverny Capital Inc. | 1.0% | 552,107 | $10M |
| 6 | RIVERBRIDGE PARTNERS LLC | 1.0% | 549,614 | $10M |
| 7 | CENTRAL SECURITIES CORP | 0.9% | 500,000 | $9M |
| 8 | Nuveen, LLC | 0.9% | 495,092 | $9M |
| 9 | MARSHALL WACE, LLP | 0.5% | 263,096 | $5M |
| 10 | GILDER GAGNON HOWE CO LLC | 0.4% | 223,639 | $4M |
Peers
Nearest market capOther Financial Services sector meetings6
Upcoming shareholder meetings at Twfg Inc’s closest sector peers — compare boards, ballots, and ownership across the cohort.
Capital Southwest CorpCSWC
Annual meeting·Jul 22, 2026·$1.5B
Gladstone Investment CorporationGAIN
Annual meeting·Aug 6, 2026·$659M
Hilltop Holdings IncHTH
Annual meeting·Jul 23, 2026·$2.3B
Greenlight Capital Re LtdGLRE
Annual meeting·Jul 28, 2026·$566M
Bit Digital IncBTBT
Annual meeting·Jul 29, 2026·$489M
Kingstone Companies IncKINS
Annual meeting·Aug 5, 2026·$291M
Reference
Frequently asked questions
- When is the Twfg Inc 2026 annual meeting?
- Twfg Inc (TWFG) holds its 2026 annual shareholder meeting on Wednesday, May 27, 2026.
- What is the record date for the Twfg Inc 2026 meeting?
- The record date for the Twfg Inc 2026 meeting is Monday, March 30, 2026. Shareholders of record on or before that date are eligible to vote.
- Who are the director nominees for Twfg Inc's 2026 meeting?
- The board is presenting 6 director nominees at the Twfg Inc 2026 meeting, listed with their independence status and background.
- What proposals will shareholders vote on at the Twfg Inc 2026 meeting?
- Shareholders will vote on 2 proposals at the Twfg Inc 2026 meeting, each tagged with who proposed it and the board's recommendation.
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