Twfg, Inc. · NASDAQ:TWFG
Bamco Inc reported a 7.55% stake in Twfg, Inc. (Schedule 13G/A)
Event Mar 31, 2026 · Filed May 15, 2026
Bamco Inc reported a 7.55% stake in Twfg, Inc., 1,135,099 shares, as a passive investor on Mar 31, 2026. Filed May 15, 2026 (Schedule 13G/A).
- Stake
- 7.55%
- Shares
- 1,135,099
- Intent
- Passive
- What changed
- Stake changed
- Filed together
- 5 holders
The filing in full
| Holder | Stake | Shares |
|---|---|---|
| BAMCO INC /NY/ | 6.33% | 951,400 |
| Baron Capital Group, Inc. | 7.55% | 1,135,099 |
| Baron Capital Management, Inc. | 1.22% | 183,699 |
| Ronald Baron | 7.55% | 1,135,099 |
| Baron Discovery Fund | 6.22% | 935,000 |
Source
Related
- Twfg, Inc.
- Bamco Inc
- Twfg, Inc. shareholders
- Schedule 13G/A · Bamco Inc · Aug 14, 2026
- Schedule 13G · Bamco Inc · Feb 14, 2025
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- Schedule 13G/A · Capital International Investors · Aug 12, 2026
- Schedule 13G · Franklin Resources Inc · Jul 28, 2026
- Form 4 · Bunch Family Holdings, LLC · Jul 21, 2026
- Form 4 · Benes Julie E. · Jul 21, 2026