---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-25-021633"
form_type: "8-K"
ticker: "TWFG"
cik: "0002007596"
company_name: "TWFG, Inc."
filed_at: "2025-05-02T23:59:59+00:00"
generated_at: "2026-05-22T23:11:48.947377+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# TWFG acquires two insurance agencies in TX and NC; hires Denise Davis as VP of Retail Operations

## Summary
- Acquired Denise Davis Insurance in Tomball, TX, converted to TWFG Corporate Branch effective April 1, 2025.
- Denise Davis appointed VP of Retail Operations; to bring tech expertise to scale over 500 locations in 33 states.
- Acquired Paul Mears Insurance Group in NC (3 locations, 16 employees) effective May 1, 2025.
- Paul Mears, Kelly Bowers-Messenheimer, and Adam Mears will continue to lead the NC agency.
- TWFG now has 9 locations in North Carolina following the Paul Mears acquisition.

## SEC filing metadata
- accession: 0001628280-25-021633
- form_type: 8-K
- ticker: TWFG
- cik: 0002007596
- company_name: TWFG, Inc.
- filed_at: 2025-05-02T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/2007596/000162828025021633/0001628280-25-021633-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/2007596/000162828025021633/twfg-20250501.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-25-021633
- JSON: https://secwatch.observer/filing/0001628280-25-021633.json
- Plain text: https://secwatch.observer/filing/0001628280-25-021633.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.