As of November 6, 2026, TWFG, Inc. is a publicly traded company (Nasdaq: TWFG); its largest reported holder is Baron Capital Group, Inc., with 8.73% on Schedule 13G/A of August 14, 2026, then Franklin Resources, Inc. (6%). The largest insider holding is Michael Doak, a director, with 775,704 shares, per Form 4 of June 8, 2026 (Schedule 13G/A, August 14, 2026).
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Is TWFG, Inc. a real, registered company?
- TWFG, Inc. files with the SEC under CIK 2007596 (its SEC filings).
- Its shares are listed under the ticker TWFG on Nasdaq (SEC company record).
- Incorporated in Delaware; business address in The Woodlands, Texas, as its SEC filings state.
- Court and bankruptcy records: see Before you sign or pay below.
Before you sign or pay
- Court and bankruptcy: No federal court case or bankruptcy filing found under TWFG, Inc. in our court records and SEC 8-K records (as of 2026-11-06).
- Leadership changes: the latest reported is Eugene N. Padgett, Chief Accounting Officer (Form 8-K filed 2026-07-24). Check you are dealing with the people now in charge.
- Ownership: 5%+ holders are reported on Schedule 13D or 13G; the latest names Baron Capital Group, Inc. (filed 2026-08-14).
Who are TWFG, Inc.'s owners and officers?
TWFG, Inc.: incorporated in Delaware; business address in The Woodlands, Texas; industry Insurance Agents, Brokers & Service (Schedule 13G/A, 2026-08-14).
| Report | Holder | Share |
|---|---|---|
| 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, 2026-08-12 | Capital International Investors | 0% |
| Schedule 13G, 2026-07-28 | Franklin Resources, Inc. | 6% |
| Schedule 13G/A, 2026-07-08 | T. Rowe Price Investment Management, Inc. | 5.8% |
| Schedule 13G/A, 2026-05-18 | Alliancebernstein L.P. | 0% |
| Schedule 13G/A, 2026-05-15 | T. Rowe Price Investment Management, Inc. | 14% |
| Schedule 13G/A, 2026-05-15 | Baron Capital Group, Inc. | 7.55% |
| Schedule 13G/A, 2026-05-06 | Fmr LLC | 1% |
| Schedule 13G, 2026-02-13 | Capital International Investors | 6.4% |
| Schedule 13G/A, 2025-11-14 | T. Rowe Price Investment Management, Inc. | 18.8% |
| Schedule 13G/A, 2025-11-05 | Fmr LLC | 7.3% |
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%); 12 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.
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| Filed | Person | Role | Change | Effective |
|---|---|---|---|---|
| Form 8-K, 2026-07-24 | Eugene N. Padgett | Chief Accounting Officer | departed | 2026-07-21 |
| Form 8-K, 2026-07-24 | Janice Zwinggi | Chief Accounting Officer | appointed |
Which insiders own TWFG, Inc. shares?
Directors, officers and holders of 10% or more report their shares on Forms 3, 4 and 5. Each line is the latest such report, largest holding first.
- , a director: 775,704 shares, 10,117 held directly and 765,587 indirectly (Form 4, 2026-06-08).
- , a director: 683,625 shares, 15,967 held directly and 667,658 indirectly (Form 4, 2026-07-21).
- Bunch Family Holdings, LLC, a 10% owner: 683,625 shares, 313,596 held directly and 370,029 indirectly, on a joint filing (Form 4, 2026-07-21).
- , the chief executive and president: 683,625 shares, 313,596 held directly and 370,029 indirectly, on a joint filing (Form 4, 2026-07-21).
- , the chief operating officer: 82,049 shares (Form 4, 2026-07-21).
Shares only: the company's cover page does not give one share count for a single class, so no percentage is worked out.
How much has TWFG, Inc. raised?
Latest IPO step: TWFG, Inc. filed its final IPO prospectus, ticker TWFG (424B4, 2024-07-19).
IPO filings: 424B4, 2024-07-19, S-1/A, 2024-07-15, S-1/A, 2024-07-09; ticker TWFG on Nasdaq Global Select Market.
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More on TWFG, Inc. and the records around it.
TWFG, Inc. elsewhere on the record
- 5%+ stake filings Aug 2026
- IPO filing Jul 2024
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)
Related pages
Leadership changes5%+ holdersIPO filings
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