As of November 9, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of TWFG, Inc. The largest reported stake is Baron Capital Group, Inc.'s, at 8.73%. 14 filings are on record since August 13, 2025 (Schedule 13G/A, August 14, 2026).
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Key facts
- · Reporting person: Bamco Inc · Sole voting: 0 · Shared voting: 951,175 · Sole dispositive: 0 · Shared dispositive: 951,175 · SCHEDULE 13G/A, 2026-08-14
- · Reporting person: Richard F. Bunch III · Sole voting: 34,264,433 · Shared voting: 11,700 · Sole dispositive: 34,264,433 · Shared dispositive: 11,700 · SCHEDULE 13G/A, 2026-08-14
- · Reporting person: Capital International Investors · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-12
- · Reporting person: Franklin Resources, Inc. · Sole voting: 704,270 · Shared voting: 0 · Sole dispositive: 781,912 · Shared dispositive: 0 · SCHEDULE 13G, 2026-07-28
- · Reporting person: T. Rowe Price Investment Management, Inc. · Sole voting: 753,680 · Shared voting: 0 · Sole dispositive: 753,680 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-07-08
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 |
| 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 |
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More on TWFG, Inc. and the records around it.
TWFG, Inc. elsewhere on the record
- IPO filing Jul 2024
- Who owns it
Companies that share a holder
- BAMCO INC /NY/ also filed stake reports on 22 other companies: Birkenstock Holding plc (Aug 2026), Blackstone Digital Infrastructure Trust Inc. (Aug 2026), CAREDX, INC. (Aug 2026)
- Franklin Resources, Inc. also filed stake reports on 41 other companies: Adicet Bio, Inc. (Oct 2026), ALBEMARLE CORPORATION (Oct 2026), Andersen Group Inc. (Oct 2026)
- AllianceBernstein L.P. also filed stake reports on 82 other companies: New Fortress Energy Inc (Nov 2026), RIVERNORTH OPPORTUNITIES FUND, INC. (Oct 2026), Trex Co Inc (Sep 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Bamco Inc | 0 | 951,175 | 0 | 951,175 | SCHEDULE 13G/A, 2026-08-14 |
| Baron Capital Group, Inc. | 0 | 1,135,091 | 0 | 1,135,091 | SCHEDULE 13G/A, 2026-08-14 |
| Baron Capital Management, Inc. | 0 | 183,916 | 0 | 183,916 | SCHEDULE 13G/A, 2026-08-14 |
| Ronald Baron | 0 | 1,135,091 | 0 | 1,135,091 | SCHEDULE 13G/A, 2026-08-14 |
| Baron Discovery Fund | 0 | 935,000 | 0 | 935,000 | SCHEDULE 13G/A, 2026-08-14 |
| Franklin Resources, Inc. | 704,270 | 0 | 781,912 | 0 | SCHEDULE 13G, 2026-07-28 |
| Charles B. Johnson | 0 | 0 | 0 | 0 | SCHEDULE 13G, 2026-07-28 |
| Rupert H. Johnson, Jr. | 0 | 0 | 0 | 0 | SCHEDULE 13G, 2026-07-28 |
| Franklin Mutual Advisers, LLC | 704,270 | 0 | 781,912 | 0 | SCHEDULE 13G, 2026-07-28 |
| T. Rowe Price Investment Management, Inc. | 753,680 | 0 | 753,680 | 0 | SCHEDULE 13G/A, 2026-07-08 |
| Richard F. Bunch III | 34,264,433 | 11,700 | 34,264,433 | 11,700 | SCHEDULE 13G/A, 2026-08-14 |
| Michelle Caroline Bunch | 276,751 | 11,700 | 276,751 | 11,700 | SCHEDULE 13G/A, 2026-08-14 |
| Bunch Family Holdings, LLC | 33,706,604 | 0 | 33,706,604 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| Capital International Investors | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-12 |
The latest filing identifies TWFG, Inc. by CUSIP 87318A101 and gives its principal executive office as 10055 GROGANS MILL RD, SUITE 500, THE WOODLANDS, TX 77380 (SCHEDULE 13G/A, 2026-08-14).
What the percentages are based on
As of June 30, 2026: Based on 12,797,112 shares of Class A Common Stock of the Issuer outstanding as of June 30, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on August 6, 2026, plus shares that may be acquired by the Reporting Persons within 60 days, Bunch Family Holdings, LLC is the beneficial owner of 73.0% of the Class A Common Stock; Mr.Richard F. Bunch III, SCHEDULE 13G/A, 2026-08-14
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 |
Questions about who owns TWFG, Inc.
Who owns TWFG, Inc.?
On this page, 3 holders' latest ownership filings report 5% or more of TWFG, Inc.: Baron Capital Group, Inc. (8.73%, Schedule 13G/A, filed 2026-08-14), Franklin Resources, Inc. (6%, Schedule 13G, filed 2026-07-28) and T. Rowe Price Investment Management, Inc. (5.8%, Schedule 13G/A, filed 2026-07-08).
Who are the largest shareholders of TWFG, Inc.?
By the share each holder's latest filing reports, the largest holders of TWFG, Inc. on this page are Baron Capital Group, Inc. (8.73%), Franklin Resources, Inc. (6%) and T. Rowe Price Investment Management, Inc. (5.8%).
When did Baron Capital Group, Inc. buy into TWFG, Inc.?
The filings give report dates, not purchase dates. The earliest filing from Baron Capital Group, Inc. on this page is the Schedule 13G/A, filed 2026-05-15, reporting 7.55%; its latest, Schedule 13G/A filed 2026-08-14, reports 8.73%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 14 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for TWFG, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| July 19, 2024 | IPO filing, Form 424B4 | $17 a share | IPO filings | Source |
| July 15, 2024 | IPO filing, Form S-1/A | — | IPO filings | Source |
| July 9, 2024 | IPO filing, Form S-1/A | — | IPO filings | Source |
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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.