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TWFG shares owned by Bamco

Quarter-by-quarter ownership of TWFG (TWFG) shares owned by Bamco from 13F filings

Historical chart of Bamco investment in TWFG

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All positions including TWFG held by Bamco consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in TWFG by Bamco

Quarter filed Position value Share count Share price at filing
2025-09-30 $26M 954k 27.44
2025-06-30 $32M 902k 35.00
2025-03-31 $27M 868k 30.91
2024-12-31 $27M 872k 30.80
2024-09-30 $20M 729k 27.12