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. Every filing for 87318A101 since 12/18/2024, newest first.

Filer % of Class Filed
Richard F. Bunch III 13G/A Amendment 1
0.7% 8/14/2026
Event 6/30/2026
Bamco Inc /NY/ 13G/A Amendment 2
8.7% 8/14/2026
Event 6/30/2026
Capital International Investors 13G/A Amendment 1 0% 8/12/2026
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 Amendment 6 5.8% 7/8/2026
Event 6/30/2026
AllianceBernstein L.P. 13G/A Amendment 2 0% 5/18/2026
Event 3/31/2026
T. Rowe Price Investment Management, Inc. 13G/A Amendment 5 14.0% 5/15/2026
Event 3/31/2026
Bamco Inc /NY/ 13G/A Amendment 1
7.6% 5/15/2026
Event 3/31/2026
FMR LLC 13G/A Amendment 4
1.0% 5/6/2026
Event 3/31/2026
Capital International Investors 13G 6.4% 2/13/2026
Event 12/31/2025
T. Rowe Price Investment Management, Inc. 13G/A Amendment 4 18.8% 11/14/2025
Event 9/30/2025
FMR LLC 13G/A Amendment 3
7.3% 11/5/2025
Event 9/30/2025
T. Rowe Price Investment Management, Inc. 13G/A Amendment 3 16.5% 8/14/2025
Event 6/30/2025
Capital International Investors 13G/A Amendment 1 3.5% 8/13/2025
Event 6/30/2025
T. Rowe Price Investment Management, Inc. 13G/A Amendment 2 13.3% 5/14/2025
Event 3/31/2025
AllianceBernstein L.P. 13G/A Amendment 1 7.9% 5/14/2025
Event 3/31/2025
Price T Rowe Associates Inc /MD/ 13G/A Amendment 1 0.2% 5/14/2025
Event 3/31/2025
Price T Rowe Associates Inc /MD/ 13G/A Amendment 1 0.2% 5/14/2025
Event 3/31/2025
FMR LLC 13G/A Amendment 2
5.9% 5/12/2025
Event 3/31/2025
Capital International Investors 13G 5.9% 2/14/2025
Event 12/31/2024
Bamco Inc /NY/ 13G
5.9% 2/14/2025
Event 12/31/2024
TIAA-CREF Investment Management, LLC 13G/A Amendment 1 4.8% 2/13/2025
Event 12/31/2024
FMR LLC 13G/A Amendment 1
7.2% 2/12/2025
Event 12/31/2024
T. Rowe Price Investment Management, Inc. 13G/A Amendment 1 10.5% 1/8/2025
Event 12/31/2024
AllianceBernstein L.P. 13G 6.3% 11/15/2024
Event 9/30/2024

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