TWFG, Inc. has 14 Schedule 13D or 13G filings on record since 2025-08-13. 3 holders' latest filing reports 5% or more of class a common stock, par value $0.01 par value per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Baron Capital Group, Inc. | 8.73% | 1,135,091 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Franklin Resources, Inc. | 6% | 781,912 | SCHEDULE 13G, 2026-07-28 | 2026-06-30 |
| T. Rowe Price Investment Management, Inc. | 5.8% | 753,680 | SCHEDULE 13G/A, 2026-07-08 | 2026-06-30 |
| Fmr LLC | 1% | 151,281 | SCHEDULE 13G/A, 2026-05-06 | 2026-03-31 |
| Richard F. Bunch III | 0.7% | 34,276,133 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Capital International Investors | 0% | 0 | SCHEDULE 13G/A, 2026-08-12 | 2026-06-30 |
| AllianceBernstein L.P. | 0% | 0 | SCHEDULE 13G/A, 2026-05-18 | 2026-03-31 |
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-13 | Capital International Investors | 3.5% | SCHEDULE 13G/A |
| 2025-08-14 | T. Rowe Price Investment Management, Inc. | 16.5% | SCHEDULE 13G/A |
| 2025-11-05 | Fmr LLC | 7.3% | SCHEDULE 13G/A |
| 2025-11-14 | T. Rowe Price Investment Management, Inc. | 18.8% | SCHEDULE 13G/A |
| 2026-02-13 | Capital International Investors | 6.4% | SCHEDULE 13G |
| 2026-05-06 | Fmr LLC | 1% | SCHEDULE 13G/A |
| 2026-05-15 | Baron Capital Group, Inc. | 7.55% | SCHEDULE 13G/A |
| 2026-05-15 | T. Rowe Price Investment Management, Inc. | 14% | SCHEDULE 13G/A |
| 2026-05-18 | AllianceBernstein L.P. | 0% | SCHEDULE 13G/A |
| 2026-07-08 | T. Rowe Price Investment Management, Inc. | 5.8% | SCHEDULE 13G/A |
| 2026-07-28 | Franklin Resources, Inc. | 6% | SCHEDULE 13G |
| 2026-08-12 | Capital International Investors | 0% | SCHEDULE 13G/A |
| 2026-08-14 | Baron Capital Group, Inc. | 8.73% | SCHEDULE 13G/A |
| 2026-08-14 | Richard F. Bunch III | 0.7% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.