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	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.