BAMCO INC /NY/
Holdings History for TWFG, Inc. - Common Stock (TWFG)
- Symbol
- TWFG on Nasdaq
- Investment type
- Equity / Common Stock
- Latest Disclosed Shares Owned
- 871,661 shares
- Security Ownership %
- 5.9%
Shares, Excluding Options vs Price
Value, Excluding Options
Baron Capital Group, Inc. ownership in TWFG, Inc. Common Stock (TWFG)
14 Feb 2025 - Baron Capital Group, Inc. has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 871,661 shares of TWFG, Inc. Common Stock (TWFG).
This represents 5.9% ownership of the company.
This is the first filing by BAMCO INC /NY/ disclosing ownership of TWFG, Inc. Common Stock (TWFG).
| Reporting Name | Ownership % | Change | Value $ | Shares owned | Change | Activity % | Price | Form | Report date | Filing time |
|---|---|---|---|---|---|---|---|---|---|---|
| Baron Capital Group, Inc. | 5.9% | $27,274,273 | 871,661 | $31.29 | 13G | 31 Dec 2024 | 14 Feb 2025, 10:16 |
| Holdings date | Option | Weight | Change | Value $ | Shares | Change | Activity % | Price | All Holders |
|---|---|---|---|---|---|---|---|---|---|
| 31 Dec 2025 | 0.07% | +0% | $27,459,901 | 954,463 | +335 | +0.04% | $28.77 | Q4 2025 | |
| 30 Sep 2025 | 0.07% | +0% | $26,181,272 | 954,128 | +52,067 | +5.8% | $27.44 | Q3 2025 | |
| 30 Jun 2025 | 0.09% | +0% | $31,572,135 | 902,061 | +34,237 | +3.9% | $35.00 | Q2 2025 | |
| 31 Mar 2025 | 0.08% | -0% | $26,824,440 | 867,824 | -3,837 | $30.91 | Q1 2025 | ||
| 31 Dec 2024 | 0.07% | +0.01% | $26,847,159 | 871,661 | +142,913 | +20% | $30.80 | Q4 2024 | |
| 30 Sep 2024 | 0.05% | +0.05% | $19,763,646 | 728,748 | +728,748 | NEW | $27.12 | Q3 2024 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.