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Schedule 13G

TWFG Schedule 13G filing by Franklin Resources

Franklin Resources reported beneficial ownership of 781.9K shares, representing 6% of TWFG, Inc. in this filing.

FiledJul 28, 2026
Ownership dateJun 30, 2026
Reported shares781.9K
Reported ownership6%
Ownership details

Voting and dispositive power reported in the filing

These figures describe the reporting filer’s disclosed voting and investment authority. They should be read together with the reported share count and percentage.

Sole voting power 704.3K
Shared voting power 0
Sole dispositive power 781.9K
Shared dispositive power 0
Price context

Price dates alongside the ownership filing

Price data provides market context around the disclosure. It does not identify the filer’s actual transaction price.

Close near filing date$27.60as of Jul 28, 2026
Latest tracked price$27.82as of Aug 5, 2026
Source

Original filing and accession

Use the SEC filing as the primary source when you need the complete disclosure, footnotes, exhibits, or reporting-person details.

Reporting filer
Franklin Resources
CIK
CIK0000038777
Accession
0000038777-26-000211
Form
Schedule 13G
Open SEC filing View TWFG ownership history
Read the filing in context

Understand what a Schedule 13 filing does—and does not—tell you.

How to read a Schedule 13G → Does a 13G mean the shares were just bought? → Filing date vs. ownership date →