Twfg, Inc. · NASDAQ:TWFG
Bamco Inc reported a 8.73% stake in Twfg, Inc. (Schedule 13G/A)
Event Jun 30, 2026 · Filed Aug 14, 2026
Bamco Inc reported a 8.73% stake in Twfg, Inc., 1,135,091 shares, as a passive investor on Jun 30, 2026. Filed Aug 14, 2026 (Schedule 13G/A).
- Stake
- 8.73%
- Shares
- 1,135,091
- Intent
- Passive
- What changed
- Stake changed
- Filed together
- 5 holders
The filing in full
| Holder | Stake | Shares |
|---|---|---|
| BAMCO INC /NY/ | 7.32% | 951,175 |
| Baron Capital Group, Inc. | 8.73% | 1,135,091 |
| Baron Capital Management, Inc. | 1.42% | 183,916 |
| Ronald Baron | 8.73% | 1,135,091 |
| Baron Discovery Fund | 7.19% | 935,000 |
Source
Related
- Twfg, Inc.
- Bamco Inc
- Twfg, Inc. shareholders
- Schedule 13G/A · Bamco Inc · May 15, 2026
- Schedule 13G · Bamco Inc · Feb 14, 2025
- Schedule 13G/A · Bunch Family Holdings, LLC · Aug 14, 2026
- 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