TWFG, Inc. Common Stock (TWFG) ownership: Bunch Family Holdings, LLC 276% · institutions 97% (13F 2026-03-31). Insider activity, 90 days: 0 sales, 0 open-market buys. SEC EDGAR first-party data.
| Holder | Shares | Market Value | % Outstanding | Reported |
|---|---|---|---|---|
| T. Rowe Price | 2099298.00 | $38.61M | 16.0% | 2026-03-31 |
| AllianceBernstein | 1081383.00 | $31.11M | 8.3% | 2026-03-31 |
| Bamco Inc | 1135099.00 | $20.87M | 8.7% | 2026-03-31 |
| Capital Group | 1065732.00 | $19.60M | 8.1% | 2026-03-31 |
| Vanguard | 658427.00 | $12.11M | 5.0% | 2026-03-31 |
| Giverny Capital Inc. | 552107.00 | $10.15M | 4.2% | 2026-03-31 |
| Riverbridge Partners LLC | 549614.00 | $10.11M | 4.2% | 2026-03-31 |
| Central Securities Corp | 500000.00 | $9.20M | 3.8% | 2026-03-31 |
| Insider | Transaction | Value | Date |
|---|---|---|---|
| Sell | null | 2026-07-17 | |
| Sell | null | 2026-07-17 | |
| Sell | null | 2026-07-17 | |
| Sell | null | 2026-07-17 | |
| Sell | null | 2026-07-17 | |
| Sell | null | 2026-07-17 | |
| Sell | null | 2026-05-29 | |
| Sell | null | 2026-05-28 |
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Institutional data from SEC Form 13F. Insider data from SEC Form 4. Congressional data from STOCK Act disclosures. Not personalized investment advice.