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TWFG position history

The shares of Twfg Inc. (TWFG) that BAMCO Inc (Baron Capital) reported in each quarter’s 13F.

Equity, COM CL A

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q3: 728,748 shares, $20M, 0.05% of portfolio, New
  2. 2024 Q4: 871,661 shares, $27M, 0.07% of portfolio, Add +19.6%
  3. 2025 Q1: 867,824 shares, $27M, 0.08% of portfolio, Reduce −0.4%
  4. 2025 Q2: 902,061 shares, $32M, 0.09% of portfolio, Add +3.9%
  5. 2025 Q3: 954,128 shares, $26M, 0.07% of portfolio, Add +5.8%
  6. 2025 Q4: 954,463 shares, $27M, 0.07% of portfolio, Add 0.0%
  7. 2026 Q1: 1,135,099 shares, $21M, 0.06% of portfolio, Add +18.9%
  8. 2026 Q2: 1,135,091 shares, $27M, 0.04% of portfolio, Reduce 0.0%
Holdings date Value % of holdings Shares Filing date All 13F holders