Richard F. Bunch III owns 63.97% of TWFG
34,577,435 shares as of the July 17, 2026 filing, worth $877M at the latest close.
TWFG · $1.4B market cap · Founder-ledGet an email when Richard F. Bunch III’s stake moves.
Free.
The stake
63.97%
worth $877M at the latest close
Stake rank
#111
by dollar value of the stake
Last sale
None
no sales since 2024
Last buy
822 days ago
Jul 19, 2024 · $3.5M
Richard F. Bunch III owns 63.97% of TWFG, Inc.: 34,577,435 of 54,051,794 shares, worth about $877M at the 2026-10-16 close. The stake has moved from 0.00% in 2024 to 63.97% on 2026-07-17, across 0 sales and 1 purchase that moved it since 2016. The last trade that moved it was a discretionary purchase of $3.5M on 2024-07-19.
How the stake is held
each class as its filings last stated it
SHARES
OF THE STAKE
HELD INDIRECTLY · 3 VEHICLES
33,893,810
98.0%
By LLC
33,364,242
96.5%
By MCB Trust
264,784
0.8%
By RFB Trust
264,784
0.8%
HELD DIRECTLY
313,596
0.9%
HELD INDIRECTLY · 4 VEHICLES
370,029
1.1%
By LLC
342,362
1.0%
By wife
15,967
0.0%
By first son
5,850
0.0%
By second son
5,850
0.0%
THE STAKE
34,577,435
63.97%
Ownership is held through paired Class C Common Stock shares, one per unit of the operating partnership, exchangeable into the public stock and counted here one for one; the cover page counts them too.