TWFG Institutional Ownership
TWFG, Inc.
Latest close $27.82 as of Aug 5, 2026
TWFG institutional ownership at a glance
Follow TWFG, Inc. institutional ownership through recent Schedule 13G and 13D filings. Compare reported shares, ownership percentages, filing dates, and changes in beneficial ownership over time.
Latest filing: Franklin Resources filed Initial Schedule 13G on Jul 28, 2026, reporting 781.9K shares and 6.00% beneficial ownership.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Institutional Research
This gauge summarizes recent agreement across tracked institutional activity.
2 reducing across 2 comparable institutions.
The overall consensus is public. Detailed holder comparisons, breadth history, ownership charts, and filing-specific signal analysis remain part of Investor and Pro research.
Price context
52-week position is market context and does not change the institutional consensus score.
Tracked institutions
Public holder names and filing freshness. Detailed institution-by-institution analysis is locked.
Beneficial ownership filing history
Showing 3 of 12 filing(s) · 9 older require more history access| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Franklin Resources CIK0000038777 | Jun 30, 2026 observed Jul 28, 2026 filed · 28d Initial Schedule 13G | Initial Schedule 13G | 781.9K | 6.00% | $24.05 | $27.60 | $27.82 |
| T. Rowe Price Investment Management CIK0001897612 | Jun 30, 2026 observed Jul 8, 2026 filed · 8d Schedule 13G amendment | Reported reduction | 753.7K -1.3M | 12.00% -2.00 pts | $24.05 | $26.10 | $27.82 |
| T. Rowe Price Investment Management CIK0001897612 | Mar 31, 2026 observed May 15, 2026 filed · 45d Schedule 13G amendment | Reported reduction | 2.1M -728.9K | 14.00% -4.80 pts | $18.39 | $18.16 | $27.82 |
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