TWFG Inc

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TWFG Inc
TickerTWFG
CIK #0002007596
CUSIP87318A101
SectorFinance - Insurance Agents, Brokers & Service
Address1201 Lake Woodlands Drive Suite 4020, The Woodlands, TX 77380
Source [EDGAR]
CIK Filing 2011 - 2025
[0002007596] 10-K
[0002007596] 10-Q
[0002007596] 3
[0002007596] 4
[0002007596] 8-K
[0002007596] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Capital International Investors TWFG Inc [2025-02-14] 0.0
BAMCO Inc /NY/ TWFG Inc [2025-02-14] 0.0
AllianceBernstein LP TWFG Inc [2024-11-15] 0.0
College Retirement Equities Fund TWFG Inc [2024-11-14] 5.39
Price T Rowe Associates Inc /MD/ TWFG Inc [2024-11-14] 6.3
TIAA CREF Investment Management LLC TWFG Inc [2024-11-14] 5.39
T Rowe Price Investment Management Inc TWFG Inc [2024-11-14] 7.7
Bunch Richard F III TWFG Inc [2024-11-12] 71.0
FMR LLC TWFG Inc [2024-11-12] 0.0
Form 3/4/5 Filer 2011 - 2025
TWFG, Inc.
Bunch Michelle Caroline
Bunch Family Holdings, LLC
Bunch Richard F. III
Bunch Charles Alexander
Benes Julie E.
Zwinggi Janice E.
Nolan Katherine C
Padgett Gene
Doak Michael
Wong Janet S.
Anderson Jonathan James
Ferracone Robin A
Form 13F Holdings
Firm Period DFND Voting Shares
AllianceBernstein LP [2025-06-30] DFND 1,133,875 1,172,985
FMR LLC [2025-06-30] DFND 968,012 968,068
BAMCO Inc /NY/ [2025-06-30] DFND 0 902,061
Vanguard Group Inc [2025-06-30] SOLE 0 615,395
Capital International Investors [2025-06-30] DFND 515,409 515,409
Nuveen, LLC [2025-06-30] DFND 499,772 499,772
Driehaus Capital Management LLC [2025-06-30] SOLE 291,579 377,138
Riverbridge Partners LLC [2025-06-30] SOLE 313,725 344,267
Lord Abbett & Co LLC [2025-06-30] SOLE 187,858 245,507
Gilder Gagnon Howe & Co LLC [2025-06-30] SOLE 0 240,356
Alyeska Investment Group LP [2025-06-30] SOLE 211,586 211,586
Victory Capital Management Inc [2025-06-30] SOLE 205,928 205,928
BlackRock, Inc. [2025-06-30] SOLE 187,468 187,468
Giverny Capital Inc [2025-06-30] DFND 0 177,848
Geode Capital Management LLC [2025-06-30] DFND 152,243 152,243
Gillson Capital LP [2025-06-30] SOLE 147,500 147,500
Next Century Growth Investors LLC [2025-06-30] SOLE 144,398 144,398
Marshall Wace LLP [2025-06-30] OTR 0 128,682
Millennium Management LLC [2025-06-30] SOLE 114,074 114,074
Ghisallo Capital Management LLC [2025-06-30] SOLE 100,000 100,000
Two Sigma Investments LP [2025-06-30] SOLE 99,529 99,529
Grandeur Peak Global Advisors LLC [2025-06-30] SOLE 80,257 80,257
Renaissance Technologies LLC [2025-06-30] SOLE 79,000 79,000
Qube Research & Technologies Ltd [2025-06-30] SOLE 78,910 78,910
Tudor Investment Corp ET AL [2025-06-30] DFND 78,164 78,164
Balyasny Asset Management LP [2025-06-30] SOLE 76,871 76,871
Morgan Stanley [2025-06-30] DFND 50,135 74,306
Acadian Asset Management LLC [2025-06-30] DFND 71,738 71,738
Goldman Sachs Group Inc [2025-06-30] DFND 67,788 67,788
TD Asset Management Inc [2025-06-30] SOLE 57,394 57,394
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