Twfg, Inc. · NASDAQ:TWFG
Bamco Inc reported a 5.88% stake in Twfg, Inc. (Schedule 13G)
Event Dec 31, 2024 · Filed Feb 14, 2025
Bamco Inc reported a 5.88% stake in Twfg, Inc., 871,661 shares, as a passive investor on Dec 31, 2024. Filed Feb 14, 2025 (Schedule 13G).
- Stake
- 5.88%
- Shares
- 871,661
- Intent
- Passive
- What changed
- Crossed above 5%
- Filed together
- 5 holders
The filing in full
| Holder | Stake | Shares |
|---|---|---|
| BAMCO INC /NY/ | 5.40% | 799,800 |
| Baron Capital Group, Inc. | 5.88% | 871,661 |
| Baron Capital Management, Inc. | 0.49% | 71,861 |
| Ronald Baron | 5.88% | 871,661 |
| Baron Discovery Fund | 5.30% | 785,000 |
Source
Related
- Twfg, Inc.
- Bamco Inc
- Twfg, Inc. shareholders
- Schedule 13G/A · Bamco Inc · Aug 14, 2026
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- 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