TWFG

TWFG, Inc.

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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.
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Beneficial ownership filing history

Showing 3 of 4 parsed filing(s) · 1 older require more history access
Holder Observed / filed Reported change Shares Ownership Observation Filing Latest
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
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
Fidelity / FMR CIK0000315066 Mar 31, 2026 observed May 6, 2026 filed · 36d Schedule 13G amendment Earliest Schedule 13G amendment found 151 12.00% $18.39 $18.92