TWFG, Inc.
TWFG- Exchange
- Nasdaq
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0002007596
No open-market purchases or sales by TWFG, Inc. insiders were filed in the last 90 days; 81 institutions reported holding it in 13F filings for Q2 2026, worth $219.1M in total; Giverny Capital is the only superinvestor holding it.
Holders of 5% or more of TWFG
Holders whose latest Schedule 13D or 13G filing reports 5% or more of TWFG, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Bamco Inc | 13G/A | 8.73%1.14M shares | +1.18 ppfrom 7.55% | Feb 14, 20253 filings | Aug 14, 2026 | SEC |
| Franklin Resources Inc | 13G | 6.00%781.9K shares | New | Jul 28, 20261 filing | Jul 28, 2026 | SEC |
| T. Rowe Price Investment Management, Inc. | 13G/A | 5.80%753.7K shares | −8.20 ppfrom 14.00% | Jan 8, 20256 filings | Jul 8, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
25 Schedule 13D and 13G filings on TWFG, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Aug 14, 20265:42 PM ET | Bunch Richard F. IIIand 2 others | 13G/A | 0.70%34.3M shares | –Below 5% | Jun 30, 2026 | SEC |
| Aug 14, 202610:55 AM ET | Bamco Incand 4 others | 13G/A | 8.73%1.14M shares | +1.18 ppfrom 7.55% | Jun 30, 2026 | SEC |
| Aug 12, 202610:28 AM ET | Capital International Investors | 13G/A | 0.00%0 shares | −6.40 ppfrom 6.40%Below 5% | Jun 30, 2026 | SEC |
| Jul 28, 20261:02 PM ET | Franklin Resources Incand 3 others | 13G | 6.00%781.9K shares | New | Jun 30, 2026 | SEC |
| Jul 8, 202611:30 AM ET | T. Rowe Price Investment Management, Inc. | 13G/A | 5.80%753.7K shares | −8.20 ppfrom 14.00% | Jun 30, 2026 | SEC |
| May 18, 20261:22 PM ET | Alliancebernstein L.P. | 13G/A | 0.00%0 shares | −7.90 ppfrom 7.90%Below 5% | Mar 31, 2026 | SEC |
| May 15, 20262:30 PM ET | Bamco Incand 4 others | 13G/A | 7.55%1.14M shares | +1.67 ppfrom 5.88% | Mar 31, 2026 | SEC |
| May 15, 202610:06 AM ET | T. Rowe Price Investment Management, Inc. | 13G/A | 14.00%2.10M shares | −4.80 ppfrom 18.80% | Mar 31, 2026 | SEC |
| May 6, 202611:40 AM ET | FMR LLCand 1 other | 13G/A | 1.00%151.3K shares | −6.30 ppfrom 7.30%Below 5% | Mar 31, 2026 | SEC |
| Feb 13, 20264:30 PM ET | Capital International Investors | 13G | 6.40%958.5K shares | +2.90 ppfrom 3.50% | Dec 31, 2025 | SEC |
| Nov 14, 202512:18 PM ET | T. Rowe Price Investment Management, Inc. | 13G/A | 18.80%2.83M shares | +2.30 ppfrom 16.50% | Sep 30, 2025 | SEC |
| Nov 5, 202511:49 AM ET | FMR LLCand 1 other | 13G/A | 7.30%1.09M shares | +1.40 ppfrom 5.90% | Sep 30, 2025 | SEC |
| Aug 14, 202512:12 PM ET | T. Rowe Price Investment Management, Inc. | 13G/A | 16.50%2.46M shares | +3.20 ppfrom 13.30% | Jun 30, 2025 | SEC |
| Aug 13, 202512:49 PM ET | Capital International Investors | 13G/A | 3.50%515.4K shares | −2.40 ppfrom 5.90%Below 5% | Jun 30, 2025 | SEC |
| May 14, 20255:15 PM ET | Alliancebernstein L.P. | 13G/A | 7.90%1.17M shares | +1.60 ppfrom 6.30% | Mar 31, 2025 | SEC |
| May 14, 20253:27 PM ET | Price T Rowe Associates Inc | 13G/A | 0.20%28.4K shares | 0.00 ppfrom 0.20%Below 5% | Mar 31, 2025 | SEC |
| May 14, 20253:27 PM ET | Price T Rowe Associates Inc | 13G/A | 0.20%28.4K shares | –Below 5% | Mar 31, 2025 | SEC |
| May 14, 202510:47 AM ET | T. Rowe Price Investment Management, Inc. | 13G/A | 13.30%1.99M shares | +2.80 ppfrom 10.50% | Mar 31, 2025 | SEC |
| May 12, 202510:43 AM ET | FMR LLCand 1 other | 13G/A | 5.90%878.5K shares | −1.30 ppfrom 7.20% | Mar 31, 2025 | SEC |
| Feb 14, 20251:32 PM ET | Capital International Investors | 13G | 5.90%878.8K shares | New | Dec 31, 2024 | SEC |
| Feb 14, 202510:16 AM ET | Bamco Incand 4 others | 13G | 5.88%871.7K shares | New | Dec 31, 2024 | SEC |
| Feb 13, 20257:04 AM ET | Tiaa Cref Investment Management LLC | 13G/A | 4.81%711.9K shares | –Below 5% | Dec 31, 2024 | SEC |
| Feb 12, 20259:22 AM ET | FMR LLCand 1 other | 13G/A | 7.20%1.06M shares | – | Dec 31, 2024 | SEC |
| Jan 8, 20254:23 PM ET | T. Rowe Price Investment Management, Inc. | 13G/A | 10.50%1.55M shares | – | Dec 31, 2024 | SEC |
| Nov 15, 20241:37 PM ET | Alliancebernstein L.P. | 13G | 6.30%940.1K shares | New | Sep 30, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell TWFG, Inc. shares.
No Form 144 notices for TWFG, Inc. are on file.