TWFG, Inc. - TWFG
Ownership (Schedule 13D / 13G) · latest 50 filings
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| Filed | Form | Reporting person | Percent | Shares | SEC |
|---|---|---|---|---|---|
| Aug 14, 2026 | SCHEDULE 13G/A | Richard F. Bunch III | 0.7% | 34,276,133 | View |
| Aug 14, 2026 | SCHEDULE 13G/A | Michelle Caroline Bunch | 0.0% | 288,451 | View |
| Aug 14, 2026 | SCHEDULE 13G/A | Bunch Family Holdings, LLC | 0.7% | 33,706,604 | View |
| Aug 14, 2026 | SCHEDULE 13G/A | BAMCO INC /NY/ | 7.32% | 951,175 | View |
| Aug 14, 2026 | SCHEDULE 13G/A | Baron Capital Group, Inc. | 8.73% | 1,135,091 | View |
| Aug 14, 2026 | SCHEDULE 13G/A | Baron Capital Management, Inc. | 1.42% | 183,916 | View |
| Aug 14, 2026 | SCHEDULE 13G/A | Ronald Baron | 8.73% | 1,135,091 | View |
| Aug 14, 2026 | SCHEDULE 13G/A | Baron Discovery Fund | 7.19% | 935,000 | View |
| Aug 12, 2026 | SCHEDULE 13G/A | Capital International Investors | 0.0% | 0 | View |
| Jul 28, 2026 | SCHEDULE 13G | Franklin Resources, Inc. | 6.0% | 781,912 | View |
| Jul 28, 2026 | SCHEDULE 13G | Charles B. Johnson | 0.0% | 0 | View |
| Jul 28, 2026 | SCHEDULE 13G | Rupert H. Johnson, Jr. | 0.0% | 0 | View |
| Jul 28, 2026 | SCHEDULE 13G | Franklin Mutual Advisers, LLC | 6.0% | 781,912 | View |
| Jul 08, 2026 | SCHEDULE 13G/A | T. Rowe Price Investment Management, Inc. | 5.8% | 753,680 | View |
| May 18, 2026 | SCHEDULE 13G/A | AllianceBernstein L.P. | 0.0% | 0 | View |
| May 15, 2026 | SCHEDULE 13G/A | BAMCO INC /NY/ | 6.33% | 951,400 | View |
| May 15, 2026 | SCHEDULE 13G/A | Baron Capital Group, Inc. | 7.55% | 1,135,099 | View |
| May 15, 2026 | SCHEDULE 13G/A | Baron Capital Management, Inc. | 1.22% | 183,699 | View |
| May 15, 2026 | SCHEDULE 13G/A | Ronald Baron | 7.55% | 1,135,099 | View |
| May 15, 2026 | SCHEDULE 13G/A | Baron Discovery Fund | 6.22% | 935,000 | View |
| May 15, 2026 | SCHEDULE 13G/A | T. Rowe Price Investment Management, Inc. | 14.0% | 2,099,298 | View |
| May 06, 2026 | SCHEDULE 13G/A | FMR LLC | 1.0% | 151,281 | View |
| May 06, 2026 | SCHEDULE 13G/A | Abigail P. Johnson | 1.0% | 151,281 | View |
Percent = "% of class represented by amount beneficially owned" for this reporting person in the filed 13D/13G.
Shares = reported beneficial ownership amount for the same row (not portfolio shares from 13F).
Amendments (/A) can repeat the same holder over time, so rows should not be summed.
Extraction is best-effort from filing text and can be missing or noisy; verify exact figures via the SEC link in each row.