T. Rowe Price Investment Management, Inc.

Position in TWFG — TWFG, Inc.

CIK 1897612 BALTIMORE, MD

Position in TWFG

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

Position Value

$18,126,004

-$20,480,086 QoQ

Shares Held

753,680

-64.1% QoQ

Ownership

1.39%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 82 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

T. Rowe Price Investment Management, Inc. holds $747,853,926 across 9 Insurance Brokers names. TWFG ranks #7 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,117,177	$256,470,323
2	NP	Neptune Insurance Holdings Inc.	5,764,064	$181,568,016
3	WTW	Willis Towers Watson PLC	665,179	$173,857,835
4	BWIN	Baldwin Insurance Group, Inc.	2,010,989	$53,452,087
5	GSHD	Goosehead Insurance, Inc.	602,345	$29,213,732
6	LIFE	Ethos Technologies Inc.	1,582,556	$28,707,565
7	TWFG	TWFG, Inc. This page	753,680	$18,126,004
8	AON	Aon plc	9,756	$3,235,967

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,126,004	753,680	-69.3%	Shares	Sole	2026-07-08
2026-06-30	$18,126,004	753,680	-64.1%	Shares	Sole	2026-08-14
2026-03-31	$38,606,090	2,099,298	+443.0%	Shares	Sole	2026-05-15
2025-12-31	$11,123,114	386,622	-86.3%	Shares	Sole	2026-02-17
2025-09-30	$77,407,608	2,820,977	+14.9%	Shares	Sole	2025-11-14
2025-06-30	$85,937,950	2,455,370	+23.5%	Shares	Sole	2025-08-14
2025-06-30	$85,937,950	2,455,370	+23.5%	Shares	Sole	2025-08-14
2025-03-31	$61,469,820	1,988,671	—	Shares	Sole	2025-05-14
2025-03-31	$61,469,820	1,988,671	+28.0%	Shares	Sole	2025-05-14
2024-12-31	$47,853,159	1,553,674	+36.5%	Shares	Sole	2025-02-14
2024-09-30	$30,876,526	1,138,515	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.