T. Rowe Price Investment Management, Inc.

Position in TWFG — TWFG, Inc.

CIK 1897612 BALTIMORE, MD

Position in TWFG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$38,606,090

-$43,322,785 QoQ

Shares Held

2,099,298

-26.3% QoQ

Ownership

3.88%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

T. Rowe Price Investment Management, Inc. holds $686,075,783 across 10 Insurance Brokers names. TWFG ranks #5 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	986,579	$213,673,279
2	WTW	Willis Towers Watson PLC	675,402	$196,339,361
3	NP	Neptune Insurance Holdings Inc.	4,741,163	$114,688,732
4	GSHD	Goosehead Insurance, Inc.	1,194,998	$50,978,614
5	TWFG	TWFG, Inc. This page	2,099,298	$38,606,090
6	BWIN	Baldwin Insurance Group, Inc.	1,572,803	$34,507,297
7	LIFE	Ethos Technologies Inc.	1,587,026	$17,727,080
8	ARX	Accelerant Holdings	975,936	$13,038,504

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,126,004	753,680	-64.1%	Shares	Sole	2026-07-08
2026-03-31	$38,606,090	2,099,298	-26.3%	Shares	Sole	2026-05-15
2025-12-31	$81,928,875	2,847,719	+0.9%	Shares	Sole	2026-02-19
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	0.0%	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	0.0%	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.