BAMCO Inc
TWFG

BAMCO Inc’s TWFG Inc TWFG Stock Holding History

BAMCO Inc’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.9M Buy
1,135,099
+180,636
+19% +$4M 0.06% 193
2025
Q4 		$27.5M Buy
954,463
+335
+0% +$9.11K 0.07% 183
2025
Q3 		$26.2M Buy
954,128
+52,067
+6% +$1.5M 0.07% 198
2025
Q2 		$31.6M Buy
902,061
+34,237
+4% +$1.14M 0.09% 178
2025
Q1 		$26.8M Sell
867,824
-3,837
-0.4% -$115K 0.08% 181
2024
Q4 		$26.8M Buy
871,661
+142,913
+20% +$4.44M 0.07% 180
2024
Q3 		$19.8M Buy
+728,748
New +$18.9M 0.05% 203

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

BAMCO Inc's TWFG Position: Q1 2026 in Review

BAMCO Inc increased its TWFG Inc (TWFG) stake by 19% in Q1 2026, buying an estimated $4M and bringing the position to 1,135,099 shares worth $20.9M. The position accounts for 0.06% of the portfolio, ranked #193.

BAMCO Inc first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $31.6M in Q2 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • BAMCO Inc held 1,135,099 shares of TWFG Inc worth $20.9M as of Q1 2026.
  • BAMCO Inc bought 180,636 TWFG Inc shares in Q1 2026, an estimated $4M.
  • TWFG Inc made up 0.06% of BAMCO Inc's portfolio in Q1 2026, its #193 holding.
  • BAMCO Inc first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • BAMCO Inc's TWFG Inc position peaked at $31.6M in Q2 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on BAMCO Inc's 13F filing for Q1 2026, filed 15 May 2026.