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- New SBA loan approvals: finance & insurance businesses in Texas

# New SBA loan approvals: finance & insurance businesses in Texas

**59 new SBA loan approvals: finance & insurance businesses in Texas are listed from U.S. SBA FOIA loan data, dated 2026-01-14 to 2026-09-30, totaling $60,713,000 in approved loans; the most frequent is Live Oak Banking Company with 15. Data last updated 2026-11-04; each record links to its official source and a full report.**

Data as of 2026-11-04 · [Compiled by Zalwin](/research/sbaloanpulse) from U.S. SBA FOIA loan data Copy citation

Download all 59 SBA loan approvals: finance & insurance businesses in Texas (CSV) — $3.99 →

Includes: Business, City, State, Industry, Loan, Approved, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe

[Free sample: 3 records (CSV)](/v1/verticals/sbaloanpulse/records.csv?state=TX&sector=52)

59 records from U.S. SBA FOIA loan data, dated 2026-01-14 to 2026-09-30, $60,713,000 in total approved loans. Most frequent: Live Oak Banking Company (15). Each record links to a full report and the official source.

Last updated 2026-11-04. Source: U.S. SBA FOIA loan data.

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Records

59

Total approved loans

$60,713,000

Most frequent

- Live Oak Banking Company (15)
- Bankwell Bank (4)
- United Midwest Savings Bank National Association (4)
- U.S. Bank, National Association (4)
- Grasshopper Bank National Association (3)

## How do I get new SBA loan approvals: finance & insurance businesses in Texas by email?

Search, filter and export these records, or get alerts when new ones appear.

[Search and filter](/v/sbaloanpulse?state=TX&sector=52) [Watch this exact filter](/v/sbaloanpulse?state=TX&sector=52#more-ways) [See alert plans](/v/sbaloanpulse#pricing)

## What are the top new SBA loan approvals: finance & insurance businesses in Texas right now?

| Business | City | Industry | Loan | Approved |
|---|---|---|---|---|
| Allsen Insurance Agency Inc., HUMBLE TX | HUMBLE | Insurance Agencies and Brokerages | $3,200,000 | 2026-09-28 |
| The Roberto Palencia Agency LLC, FORT WORTH TX | FORT WORTH | Insurance Agencies and Brokerages | $2,440,000 | 2026-08-19 |
| TXUR Life Group, LLC, DALLAS TX | DALLAS | Insurance Agencies and Brokerages | $3,500,600 | 2026-07-09 |
| North Texas Wealth Management, LLC, Highland Village TX | Highland Village | Portfolio Management and Investment Advice | $1,850,000 | 2026-09-29 |
| PLATINUM RISK SOLUTIONS GROUP, LLC, HUMBLE TX | HUMBLE | Insurance Agencies and Brokerages | $1,680,000 | 2026-09-23 |
| Heyday Insurance Agency LLC, HOUSTON TX | HOUSTON | Insurance Agencies and Brokerages | $200,000 | 2026-09-11 |
| Reynolds Insurance Group Inc, MAGNOLIA TX | MAGNOLIA | Insurance Agencies and Brokerages | $2,690,000 | 2026-07-30 |
| Blake Bass Holdings LLC, SOUTHLAKE TX | SOUTHLAKE | Insurance Agencies and Brokerages | $2,610,000 | 2026-04-08 |
| Visin Insurance Group LLC, RICHMOND TX | RICHMOND | Insurance Agencies and Brokerages | $4,030,000 | 2026-01-29 |
| Potvin Agency, LLC, AUSTIN TX | AUSTIN | Insurance Agencies and Brokerages | $4,200,000 | 2026-01-14 |
| Workman Agency LLC, SAN ANGELO TX | SAN ANGELO | Insurance Agencies and Brokerages | $100,000 | 2026-09-14 |
| Jarred Holladay Agency, LLC, Amarillo TX | Amarillo | Insurance Agencies and Brokerages | $260,000 | 2026-09-30 |
| PLATINUM RISK SOLUTIONS GROUP, LLC, HUMBLE TX | HUMBLE | Insurance Agencies and Brokerages | $200,000 | 2026-09-24 |
| SUMMIT 360 SOLUTIONS INC, MCKINNEY TX | MCKINNEY | All Other Insurance Related Activities | $247,000 | 2026-08-13 |
| Blakelock Financial Group, KINGWOOD TX | KINGWOOD | Portfolio Management and Investment Advice | $1,321,900 | 2026-08-12 |
| Prime Insurance Services, MCKINNEY TX | Included in the full CSV with every column 🔒 Unlock all 59 records → |
| SUMMIT 360 SOLUTIONS INC, MCKINNEY TX | Included in the full CSV with every column 🔒 Unlock all 59 records → |
| RH AGENCY CORPORATION, ROWLETT TX | Included in the full CSV with every column 🔒 Unlock all 59 records → |

Browse 35 more matching record reports
- [Prime Insurance Services, MCKINNEY TX](/report/sbaloanpulse/prime-insurance-services-mckinney-tx--sba-7a-0433717-2026-08-10-500000)
- [SUMMIT 360 SOLUTIONS INC, MCKINNEY TX](/report/sbaloanpulse/summit-360-solutions-inc-mckinney-tx--sba-7a-0057328-2026-08-06-247000)
- [RH AGENCY CORPORATION, ROWLETT TX](/report/sbaloanpulse/rh-agency-corporation-rowlett-tx--sba-7a-0021023-2026-08-04-1130000)
- [Runge and Associates Inc., KATY TX](/report/sbaloanpulse/runge-and-associates-inc-katy-tx--sba-7a-0117732-2026-08-03-1933100)
- [Toth Insurance Agency LLC, FORT WORTH TX](/report/sbaloanpulse/toth-insurance-agency-llc-fort-worth-tx--sba-7a-0085712-2026-06-11-2440000)
- [Williams Family Interests Inc, DALLAS TX](/report/sbaloanpulse/williams-family-interests-inc-dallas-tx--sba-7a-0058996-2026-06-05-1800000)
- [Saeed Holdings LLC, HOUSTON TX](/report/sbaloanpulse/saeed-holdings-llc-houston-tx--sba-7a-0085712-2026-05-22-806200)
- [Saeed Holdings LLC, HOUSTON TX](/report/sbaloanpulse/saeed-holdings-llc-houston-tx--sba-7a-0085712-2026-05-20-806200)
- [Reynolds Insurance Group Inc, MAGNOLIA TX](/report/sbaloanpulse/reynolds-insurance-group-inc-magnolia-tx--sba-7a-0262358-2026-05-18-2725000)
- [CORALLI FAMILY LIMITED PARTNERSHIP, LTD., ADDISON TX](/report/sbaloanpulse/coralli-family-limited-partnership-ltd-addison-tx--sba-7a-0042479-2026-03-23-1100000)
- [Martinez Squared Investments, LLC, PLANO TX](/report/sbaloanpulse/martinez-squared-investments-llc-plano-tx--sba-7a-0053803-2026-03-18-547500)
- [Visin Investment Group Inc., FULSHEAR TX](/report/sbaloanpulse/visin-investment-group-inc-fulshear-tx--sba-7a-0262358-2026-02-11-4030000)
- [SAGAR ENTERPRISES LLC, MCKINNEY TX](/report/sbaloanpulse/sagar-enterprises-llc-mckinney-tx--sba-7a-0053803-2026-01-27-4475000)
- [LEGENDARY INSURANCE SOLUTIONS LLC, LEWISVILLE TX](/report/sbaloanpulse/legendary-insurance-solutions-llc-lewisville-tx--sba-7a-0455644-2026-08-07-250000)
- [Williams Investing Network, LLC, CONROE TX](/report/sbaloanpulse/williams-investing-network-llc-conroe-tx--sba-7a-0455644-2026-06-05-150000)
- [Stidham Insurance LLC, SUNNYVALE TX](/report/sbaloanpulse/stidham-insurance-llc-sunnyvale-tx--sba-7a-0028811-2026-07-14-342000)
- [MAL-1 FINANCIAL LLC, AUSTIN TX](/report/sbaloanpulse/mal-1-financial-llc-austin-tx--sba-7a-0455644-2026-05-26-500000)
- [Faron J Davis Ins Inc, ARLINGTON TX](/report/sbaloanpulse/faron-j-davis-ins-inc-arlington-tx--sba-7a-0039232-2026-05-26-100000)
- [Texas American Insurers, Inc., HURST TX](/report/sbaloanpulse/texas-american-insurers-inc-hurst-tx--sba-7a-0044449-2026-04-17-540000)
- [Randy Casey Properties LLC, BAYTOWN TX](/report/sbaloanpulse/randy-casey-properties-llc-baytown-tx--sba-7a-0053803-2026-03-23-765000)
- [Texas State Insurance Agency, LLC, El Paso TX](/report/sbaloanpulse/texas-state-insurance-agency-llc-el-paso-tx--sba-7a-0066442-2026-02-05-1080000)
- [TDB INSURANCE SERVICES LLC, FRISCO TX](/report/sbaloanpulse/tdb-insurance-services-llc-frisco-tx--sba-7a-0124643-2026-01-28-1227000)
- [Murphy Insurance & Financial Services LLC, HURST TX](/report/sbaloanpulse/murphy-insurance-and-financial-services-llc-hurst-tx--sba-7a-0039232-2026-01-26-100000)
- [Delafuente Insurance Services 2, Inc., EL PASO TX](/report/sbaloanpulse/delafuente-insurance-services-2-inc-el-paso-tx--sba-7a-0455644-2026-06-15-208500)
- [Bertrand Insurance Group, LLC, DALLAS TX](/report/sbaloanpulse/bertrand-insurance-group-llc-dallas-tx--sba-7a-0455644-2026-04-04-200000)
- [Workman Agency LLC, SAN ANGELO TX](/report/sbaloanpulse/workman-agency-llc-san-angelo-tx--sba-7a-0455644-2026-02-28-260000)
- [Delafuente Insurance Services 2, Inc., EL PASO TX](/report/sbaloanpulse/delafuente-insurance-services-2-inc-el-paso-tx--sba-7a-0455644-2026-02-06-138000)
- [CARMONA BOOK TWO, LLC, FRISCO TX](/report/sbaloanpulse/carmona-book-two-llc-frisco-tx--sba-7a-0455644-2026-01-22-300000)
- [Inner Circle Advisors, LLC, ABILENE TX](/report/sbaloanpulse/inner-circle-advisors-llc-abilene-tx--sba-7a-0525595-2026-06-23-350000)
- [JJ&D Enterprises, LLC, HOUSTON TX](/report/sbaloanpulse/jj-and-d-enterprises-llc-houston-tx--sba-7a-0525595-2026-05-28-350000)
- [THIBODEAUX INSURANCE AND FINANCIAL, DUNCANVILLLE TX](/report/sbaloanpulse/thibodeaux-insurance-and-financial-duncanvillle-tx--sba-7a-0071316-2026-05-14-100000)
- [S&S FINANCIAL SERVICES LLC, HOUSTON TX](/report/sbaloanpulse/s-and-s-financial-services-llc-houston-tx--sba-7a-0039232-2026-05-05-150000)
- [Eckuity LLC, CYPRESS TX](/report/sbaloanpulse/eckuity-llc-cypress-tx--sba-7a-0049874-2026-05-05-250000)
- [Texas American Insurers, Inc., HURST TX](/report/sbaloanpulse/texas-american-insurers-inc-hurst-tx--sba-7a-0044449-2026-04-17-110000)
- [STRATTON, WRIGHT & ZIEMER INSURANCE AND RISK MANAGEMENT, INC. DBA SWZ Insurance, Burleson TX](/report/sbaloanpulse/stratton-wright-and-ziemer-insurance-and-risk-management-burleson-tx--sba-7a-0538160-2026-04-09-350000)

More records in this hub: [page 2](/hub/sbaloanpulse/state_industry/tx--finance-insurance/page/2)

[Browse all SbaLoanPulse record reports](/hub/sbaloanpulse/records)

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[New SBA loan approvals: retail trade businesses in California (535)](/hub/sbaloanpulse/state_industry/ca--retail-trade) [New SBA loan approvals: hotels & restaurants businesses in California (498)](/hub/sbaloanpulse/state_industry/ca--hotels-restaurants) [New SBA loan approvals: hotels & restaurants businesses in Texas (489)](/hub/sbaloanpulse/state_industry/tx--hotels-restaurants) [New SBA loan approvals: health care businesses in California (484)](/hub/sbaloanpulse/state_industry/ca--health-care) [New SBA loan approvals: construction businesses in California (417)](/hub/sbaloanpulse/state_industry/ca--construction) [New SBA loan approvals: professional services businesses in California (416)](/hub/sbaloanpulse/state_industry/ca--professional-services) [New SBA loan approvals: health care businesses in Texas (379)](/hub/sbaloanpulse/state_industry/tx--health-care) [New SBA loan approvals: health care businesses in Florida (374)](/hub/sbaloanpulse/state_industry/fl--health-care) [New 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(201)](/hub/sbaloanpulse/state_industry/ga--hotels-restaurants) [New SBA loan approvals: administrative & support services businesses in California (195)](/hub/sbaloanpulse/state_industry/ca--administrative-support-services) [New SBA loan approvals: manufacturing businesses in Florida (191)](/hub/sbaloanpulse/state_industry/fl--manufacturing) [New SBA loan approvals: construction businesses in New York (185)](/hub/sbaloanpulse/state_industry/ny--construction) [New SBA loan approvals: hotels & restaurants businesses in Washington (177)](/hub/sbaloanpulse/state_industry/wa--hotels-restaurants) [New SBA loan approvals: hotels & restaurants businesses in Ohio (174)](/hub/sbaloanpulse/state_industry/oh--hotels-restaurants) [New SBA loan approvals: arts & recreation businesses in Texas (170)](/hub/sbaloanpulse/state_industry/tx--arts-recreation) [New SBA loan approvals: professional services businesses in New York (169)](/hub/sbaloanpulse/state_industry/ny--professional-services) [New SBA loan approvals: hotels & restaurants businesses in Illinois (168)](/hub/sbaloanpulse/state_industry/il--hotels-restaurants) [New SBA loan approvals: administrative & support services businesses in Texas (161)](/hub/sbaloanpulse/state_industry/tx--administrative-support-services) [New SBA loan approvals: manufacturing businesses in Texas (159)](/hub/sbaloanpulse/state_industry/tx--manufacturing) [New SBA loan approvals: hotels & restaurants businesses in Pennsylvania (157)](/hub/sbaloanpulse/state_industry/pa--hotels-restaurants) [New SBA loan approvals: wholesale trade businesses in Florida (155)](/hub/sbaloanpulse/state_industry/fl--wholesale-trade) [New SBA loan approvals: hotels & restaurants businesses in New Jersey (146)](/hub/sbaloanpulse/state_industry/nj--hotels-restaurants) [New SBA loan approvals: arts & recreation businesses in California (142)](/hub/sbaloanpulse/state_industry/ca--arts-recreation) [New SBA loan approvals: hotels & restaurants businesses in Michigan (142)](/hub/sbaloanpulse/state_industry/mi--hotels-restaurants) [New SBA loan approvals: hotels & restaurants businesses in North Carolina (142)](/hub/sbaloanpulse/state_industry/nc--hotels-restaurants)

## Frequently asked questions

### How many new SBA loan approvals: finance & insurance businesses in Texas are listed?

59 records from U.S. SBA FOIA loan data, last refreshed automatically. The most recent is dated 2026-09-30.

### What is the total approved loans?

$60,713,000 across the 59 records listed.

### Can I get alerts for New SBA loan approvals: finance & insurance businesses in Texas?

Yes. SbaLoanPulse can email you new records matching this filter; plans are listed on the SbaLoanPulse page.

Source: U.S. SBA FOIA loan data. Informational only. [RSS feed of new records](/feed/sbaloanpulse.xml)

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