TWFG, Inc.

Historical 13F Holders

Symbol
TWFG
CUSIP
87318A101
All holders as of
Q2 2026
Type
Equity
Class
COM CL A
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 87318A101 since 12/18/2024, largest first.

Filer % of Class Filed
Bamco Inc /NY/ 13G/A
8.7% 8/14/2026
Event 6/30/2026
Franklin Resources, Inc. 13G
6.0% 7/28/2026
Event 6/30/2026
T. Rowe Price Investment Management, Inc. 13G/A 5.8% 7/8/2026
Event 6/30/2026
Under 5%, checked the "5 percent or less" box, or amended by a later filing (6)
TIAA-CREF Investment Management, LLC 13G/A 4.8% 2/13/2025
Event 12/31/2024
FMR LLC 13G/A
1.0% 5/6/2026
Event 3/31/2026
Richard F. Bunch III 13G/A
0.7% 8/14/2026
Event 6/30/2026
Price T Rowe Associates Inc /MD/ 13G/A 0.2% 5/14/2025
Event 3/31/2025
AllianceBernstein L.P. 13G/A 0% 5/18/2026
Event 3/31/2026
Capital International Investors 13G/A 0% 8/12/2026
Event 6/30/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 3 41.2 k $990 k
2026 Q2 81 9.11 M $219 M
2026 Q1 86 11.0 M $203 M
2025 Q4 71 12.5 M $360 M
2025 Q3 67 12.2 M $334 M
2025 Q2 83 11.6 M $406 M
2025 Q1 72 11.7 M $361 M
2024 Q4 78 11.8 M $365 M
2024 Q3 65 12.1 M $328 M