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Institutional ownership intelligence
Schedule 13G/A

TWFG Schedule 13G/A filing by T. Rowe Price Investment Management

T. Rowe Price Investment Management reported beneficial ownership of 753.7K shares, representing 12% of TWFG, Inc. in this filing.

FiledJul 8, 2026
Ownership dateJun 30, 2026
Reported shares753.7K
Reported ownership12%
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 753.7K
Shared voting power 753.7K
Sole dispositive power 753.7K
Shared dispositive power 753.7K
Compared with the prior filing

How the reported position changed

This compares the current filing with the previous tracked Schedule 13 filing from the same reporting CIK for TWFG. A change between filings does not by itself establish when shares were bought or sold.

Previous filingMay 15, 2026
Reported share change-1,345,618
Ownership percentage change-2 pts
Previous filingThis filing
Reported shares2.1M753.7K
Reported ownership14%12%
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$26.10as of Jul 8, 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
T. Rowe Price Investment Management
CIK
CIK0001897612
Accession
0001897612-26-000528
Form
Schedule 13G/A
Read the filing in context

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