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
Q2 		$27.3M Sell
1,135,091
-8
-0% -$157 0.04% 187
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

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc's TWFG Position: Q2 2026 in Review

BAMCO Inc reduced its TWFG Inc (TWFG) stake by 0% in Q2 2026, selling an estimated $157 and leaving 1,135,091 shares worth $27.3M. The position accounts for 0.04% of the portfolio, ranked #187.

BAMCO Inc first reported a position in TWFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $31.6M in Q2 2025. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • BAMCO Inc held 1,135,091 shares of TWFG Inc worth $27.3M as of Q2 2026.
  • BAMCO Inc sold 8 TWFG Inc shares in Q2 2026, an estimated $157.
  • TWFG Inc made up 0.04% of BAMCO Inc's portfolio in Q2 2026, its #187 holding.
  • BAMCO Inc first reported a position in TWFG Inc in Q3 2024 and has held it in 8 quarters since.
  • BAMCO Inc's TWFG Inc position peaked at $31.6M in Q2 2025.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.