Question 1

How many shares of TWFG does BAMCO INC /NY/ own?

Accepted Answer

As of 2026-Q2, BAMCO INC /NY/ holds 1.1M shares of TWFG (TWFG INC).

Question 2

What is BAMCO INC /NY/'s TWFG position worth?

Accepted Answer

As of 2026-Q2, BAMCO INC /NY/'s TWFG position is worth $27.3M.

Question 3

Is BAMCO INC /NY/ buying or selling TWFG?

Accepted Answer

In 2026-Q2, BAMCO INC /NY/ decreased their TWFG position (0.0% change in shares).

Question 4

When did BAMCO INC /NY/ first buy TWFG?

Accepted Answer

Based on available 13F filings, BAMCO INC /NY/ first reported a position in TWFG in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.1M	0.0%	$27.3M	0.0%	$24.05	0
2026-Q1	Increased	1.1M	+18.9%	$20.9M	0.1%	$20.04	34
2025-Q4	Increased	954,463	+0.0%	$27.5M	0.1%	$28.63	29
2025-Q3	Increased	954,128	+5.8%	$26.2M	0.1%	$26.92	30
2025-Q2	Increased	902,061	+4.0%	$31.6M	0.1%	$35.00	30
2025-Q1	Decreased	867,824	-0.4%	$26.8M	0.1%	$30.50	0
2024-Q4	Increased	871,661	+19.6%	$26.8M	0.1%	$29.13	34
2024-Q3	New	728,748	-	$19.8M	0.1%	$28.03	39

TWFG8 quarters

TWFG
8 quarters