BAMCO INC /NY/

Position in TWFG — TWFG, Inc.

CIK 1017918 NEW YORK, NY

Position in TWFG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$27,298,938

+$6,424,468 QoQ

Shares Held

1,135,091

-0.0% QoQ

Ownership

2.10%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

of 82 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

BAMCO INC /NY/ holds $140,564,070 across 4 Insurance Brokers names. TWFG ranks #2 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWIN	Baldwin Insurance Group, Inc.	2,712,386	$72,095,219
2	TWFG	TWFG, Inc. This page	1,135,091	$27,298,938
3	WTW	Willis Towers Watson PLC	84,157	$21,996,115
4	NP	Neptune Insurance Holdings Inc.	608,692	$19,173,798

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,298,938	1,135,091	-0.0%	Shares	Defined	2026-08-14
2026-06-30	$27,298,938	1,135,091	+30.2%	Shares	Sole	2026-08-14
2026-03-31	$20,874,470	1,135,099	+18.9%	Shares	Defined	2026-05-15
2025-12-31	$27,459,900	954,463	+0.0%	Shares	Defined	2026-02-17
2025-09-30	$26,181,272	954,128	+5.8%	Shares	Defined	2025-11-14
2025-06-30	$31,572,135	902,061	+3.9%	Shares	Defined	2025-08-14
2025-03-31	$26,824,439	867,824	-0.4%	Shares	Defined	2025-05-15
2024-12-31	$26,847,158	871,661	+19.6%	Shares	Defined	2025-02-14
2024-12-31	$26,847,158	871,661	—	Shares	Sole	2025-02-14
2024-09-30	$19,763,645	728,748	—	Shares	Defined	2024-11-14
No filing history on record for this holder in this stock.