X0202
SCHEDULE 13G/A
0001011438-24-000583
0002028282
XXXXXXXX
LIVE
1
Class A Common Stock, par value $0.01 par value per share
06/30/2026
0002007596
TWFG, Inc.
87318A101
10055 Grogans Mill Road
Suite 500
The Woodlands
TX
77380
Rule 13d-1(d)
Richard F. Bunch III
X1
34264433.00
11700.00
34264433.00
11700.00
34276133.00
N
0.7
IN
Michelle Caroline Bunch
X1
276751.00
11700.00
276751.00
11700.00
288451.00
N
0.0
IN
Bunch Family Holdings, LLC
X1
33706604.00
0.00
33706604.00
0.00
33706604.00
N
0.7
CO
TWFG, Inc.
10055 Grogans Mill Road, Suite 500, The Woodlands, Texas, 77380
This statement is filed by: Richard F. Bunch III Michelle Caroline Bunch Bunch Family Holdings, LLC The foregoing persons are hereinafter sometimes collectively referred to as the "Reporting Persons."
The address of the principal business office of each of the Reporting Persons is c/o TWFG, Inc., 10055 Grogans Mill Road, Suite 500, The Woodlands, TX 77380.
Richard F. Bunch is a citizen of the United States. Michelle Caroline Bunch is a citizen of the United States. Bunch Family Holdings, LLC is a Texas limited liability company.
Y
The information required by Items 4(a) - (c) is set forth in Rows 5 - 11 of the cover page for each of the Reporting Persons and is incorporated herein by reference. As of June 30, 2026: Bunch Family Holdings, LLC directly holds 342,362 shares of Class A Common Stock and 33,364,242 shares of Class C Common Stock, which is exchangeable for Class A Common Stock on a one-for-one basis at the election of Bunch Family Holdings, LLC. Bunch Family Holdings, LLC is the sole beneficial owner of the 33,706,604 shares of Class A Common Stock. Richard F. Bunch III directly holds 293,045 shares of Class A Common Stock and may be deemed to indirectly beneficially own 11,700 shares of Class A Common Stock held by his sons, the beneficial ownership of which have been expressly disclaimed. As the trustee of RFB Spousal Lifetime Trust U/T/A 8/25/2025, Mr. Bunch may be deemed to be the sole beneficial owner of the 264,784 shares of Class C Common Stock which is exchangeable for Class A Common Stock on a one-for-one basis at the election of RFB Spousal Lifetime Trust U/T/A 8/25/2025. As the managing member of Bunch Family Holdings, LLC, Mr. Bunch may be deemed the sole beneficial owner of the shares that it beneficially owns. Collectively, Mr. Bunch may be deemed to have sole beneficial ownership of 34,264,433 shares of Class A Common Stock and to have shared beneficial ownership of 11,700 shares of Class A Common Stock, for a total of 34,276,133 shares of Class A Common Stock. Michelle Caroline Bunch directly holds 11,967 shares of Class A Common Stock and may be deemed to indirectly beneficially own 11,700 shares of Class A Common Stock held by her sons, the beneficial ownership of which have been expressly disclaimed. As the trustee of MCB Spousal Lifetime Trust U/T/A 6/19/2025, Ms. Bunch may be deemed to be the sole beneficial owner of the 264,784 shares of Class C Common Stock which is exchangeable for Class A Common Stock on a one-for-one basis at the election of MCB Spousal Lifetime Trust U/T/A 6/19/2025. Collectively, Ms. Bunch may be deemed to have sole beneficial ownership of 276,751 shares of Class A Common Stock and to have shared beneficial ownership of 11,700 shares of Class A Common Stock, for a total of 288,451 shares of Class A Common Stock. If the Reporting Persons were deemed to be a "group," such group would be deemed to beneficially own 34,552,884 shares of Class A Common Stock.
As of June 30, 2026: Based on 12,797,112 shares of Class A Common Stock of the Issuer outstanding as of June 30, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on August 6, 2026, plus shares that may be acquired by the Reporting Persons within 60 days, Bunch Family Holdings, LLC is the beneficial owner of 73.0% of the Class A Common Stock; Mr. Bunch may be deemed to beneficially own 73.8% of the Class A Common Stock; Ms. Bunch may be deemed to beneficially own 2.2% of the Class A Common Stock; and The group that may be deemed to be formed by the Reporting Persons may be deemed to beneficially own 74.0% of the Class A Common Stock.
As of June 30, 2026: Bunch Family Holdings, LLC had sole power to vote or direct the vote of 33,706,604 shares of Class A Common Stock; Richard F. Bunch III had sole power to vote or direct the vote of 34,264,433 shares of Class A Common Stock; Michelle Caroline Bunch had sole power to vote or direct the vote of 276,751 shares of Class A Common Stock;
As of June 30, 2026: Bunch Family Holdings, LLC had shared power to vote or direct the vote of 0 shares of Class A Common Stock; Richard F. Bunch III had shared power to vote or direct the vote of 11,700 shares of Class A Common Stock; Michelle Caroline Bunch had shared power to vote or direct the vote of 11,700 shares of Class A Common Stock;
As of June 30, 2026: Bunch Family Holdings, LLC had sole power to dispose or to direct the disposition of 33,706,604 shares of Class A Common Stock; Richard F. Bunch III had sole power to dispose or to direct the disposition of 34,264,433 shares of Class A Common Stock; Michelle Caroline Bunch had sole power to dispose or to direct the disposition of 276,751 shares of Class A Common Stock;
As of June 30, 2026: Bunch Family Holdings, LLC had shared power to dispose or to direct the disposition of 0 shares of Class A Common Stock; Richard F. Bunch III had shared power to dispose or to direct the disposition of 11,700 shares of Class A Common Stock; Michelle Caroline Bunch had shared power to dispose or to direct the disposition of 11,700 shares of Class A Common Stock;
Y
N
N
The securities beneficially owned by Bunch Family Holdings, LLC are beneficially owned by Richard F. Bunch III.
Y
Y
Y
N
Richard F. Bunch III
/s/ Richard F. Bunch III
Richard F. Bunch III / Self
08/14/2026
Michelle Caroline Bunch
/s/ Michelle Caroline Bunch
Michelle Caroline Bunch / Self
08/14/2026
Bunch Family Holdings, LLC
/s/ Richard F. Bunch III
Richard F. Bunch III / Managing Member
08/14/2026
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