Bamco Inc. NY Acquires Additional Shares of TWFG, Inc.

The investment firm increased its stake in the insurance services company by 5.8% in the third quarter.

Mar. 16, 2026 at 8:19am

Got story updates? Submit your updates here. ›

Bamco Inc. NY raised its holdings in shares of TWFG, Inc. (NASDAQ:TWFG) by 5.8% in the third quarter, according to the company's recent Form 13F filing with the Securities & Exchange Commission. The fund now owns 954,128 shares of the company's stock, making it one of the largest institutional investors in TWFG.

Why it matters

TWFG is a property and casualty insurance distribution company that operates a hybrid model of company-owned branches and franchised offices. The increase in Bamco's stake suggests the investment firm sees long-term growth potential in TWFG's business model and insurance product offerings.

The details

According to the filing, Bamco Inc. NY bought an additional 52,067 shares of TWFG during the third quarter, bringing its total ownership to about 1.70% of the company's outstanding shares. TWFG's stock has seen volatility in recent months, trading between a 52-week low of $16.56 and a high of $36.85.

  • Bamco Inc. NY increased its TWFG holdings in the third quarter of 2026.
  • TWFG's stock has traded between $16.56 and $36.85 over the past 52 weeks.

The players

Bamco Inc. NY

An investment management firm that focuses on long-term investments in high-quality companies.

TWFG, Inc.

A property and casualty insurance distribution company that operates a hybrid model of company-owned branches and franchised offices.

Got photos? Submit your photos here. ›

The takeaway

Bamco's increased stake in TWFG suggests the investment firm sees long-term growth potential in the insurance services company's hybrid business model and product offerings, despite recent stock price volatility.