Twfg, INC Schedule 13G passive stakes

An amended Schedule 13G filing reveals significant beneficial ownership of TWFG, Inc. Class A Common Stock by Richard F. Bunch III, Michelle Caroline Bunch, and Bunch Family Holdings, LLC.

Several Baron Capital entities, including Baron Capital Group, Inc., have collectively increased their beneficial ownership of TWFG, Inc. Class A Common Stock to 8.73%.

Capital International Investors has reported a complete divestment of its stake in TWFG, Inc., holding 0.0% of the outstanding shares as of June 30, 2026.

Franklin Resources, Inc. and its subsidiary Franklin Mutual Advisers, LLC have disclosed beneficial ownership of 6.0% of TWFG, Inc.'s Class A Common Stock as of June 30, 2026.

T. Rowe Price Investment Management, Inc. has filed a Schedule 13G, reporting beneficial ownership of 753,680 shares, representing 5.8% of TWFG Inc.'s common stock as of June 30, 2026.

AllianceBernstein L.P. has filed a Schedule 13G, reporting no beneficial ownership of TWFG Inc. common stock as of March 31, 2026.

Baron Capital Group and its affiliates have reported a 7.55% beneficial ownership stake in TWFG, Inc. via a Schedule 13G filing.

T. Rowe Price Investment Management, Inc. has filed a Schedule 13G, reporting beneficial ownership of 14.0% of TWFG Inc.'s common stock as of March 31, 2026.

FMR LLC and Abigail P. Johnson have jointly filed a Schedule 13G, reporting beneficial ownership of 1.0% of TWFG Inc.'s Class A Common Stock as of March 31, 2026.

Capital International Investors has reported a 6.4% beneficial ownership stake in TWFG, Inc.'s Common Stock, as detailed in a recent Schedule 13G filing.

T. Rowe Price Investment Management, Inc. has disclosed an 18.8% beneficial ownership stake in TWFG INC's common stock, as reported in a recent Schedule 13G filing.

FMR LLC and Abigail P. Johnson have reported a 7.3% beneficial ownership stake in TWFG INC's Class A Common Stock as of September 30, 2025.

T. Rowe Price Investment Management, Inc. has reported a 16.5% beneficial ownership stake in TWFG Inc. common stock as of June 30, 2025.

Capital International Investors has disclosed a 3.5% beneficial ownership stake in TWFG, Inc.'s common stock, held for investment purposes.

Investment adviser AllianceBernstein L.P. has filed an amendment to disclose a 7.9% beneficial ownership stake in TWFG Inc. common stock, held for investment purposes on behalf of client accounts.

T. Rowe Price Associates, Inc. has filed an amended Schedule 13G, reporting a 0.2% beneficial ownership stake in TWFG INC as of March 31, 2025.

T. Rowe Price Associates, Inc. has filed an amended Schedule 13G, reporting a 0.2% beneficial ownership stake in TWFG INC as of March 31, 2025.

T. Rowe Price Investment Management, Inc. has filed an amended Schedule 13G, reporting a 13.3% beneficial ownership stake in TWFG INC as of March 31, 2025.

FMR LLC and Abigail P. Johnson have filed an Amendment No. 2 to Schedule 13G, reaffirming their beneficial ownership of 5.9% of TWFG INC's Class A Common Stock as of March 31, 2025.

Capital International Investors has reported a significant beneficial ownership stake of 5.9% in TWFG, Inc., holding 878,807 shares of common stock as of December 31, 2024.

Baron Capital Group, along with its affiliates and founder Ronald Baron, has disclosed a collective passive beneficial ownership of 5.88% in TWFG, Inc.'s Class A Common Stock as of December 31, 2024.

TIAA-CREF Investment Management, LLC has disclosed a 4.81% beneficial ownership stake in TWFG, Inc. common stock as of December 31, 2024, held for investment purposes.

FMR LLC and Abigail P. Johnson have filed an amended Schedule 13G, reporting a beneficial ownership of 7.2% of TWFG INC's Class A Common Stock as of December 31, 2024.

T. Rowe Price Investment Management, Inc. has filed an amended Schedule 13G, revealing a 10.5% beneficial ownership stake in TWFG INC as of December 31, 2024.