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Disclosery

Baron Capital: TWFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baron Capital on TWFG, newest first. How the timeline and the estimate are built.

Baron Capital held 1,135,091 TWFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,135,091 shares
    Change vs previous 13F -8 shares

    0.04% of the 13F portfolio, value $27,298,939.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,135,099 shares
    Change vs previous 13F +180,636 shares

    0.06% of the 13F portfolio, value $20,874,471.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 954,463 shares
    Change vs previous 13F +335 shares

    0.07% of the 13F portfolio, value $27,459,901.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 954,128 shares
    Change vs previous 13F +52,067 shares

    0.07% of the 13F portfolio, value $26,181,272.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 902,061 shares
    Change vs previous 13F +34,237 shares

    0.09% of the 13F portfolio, value $31,572,135.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 867,824 shares
    Change vs previous 13F -3,837 shares

    0.08% of the 13F portfolio, value $26,824,440.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 871,661 shares
    Change vs previous 13F +142,913 shares

    0.07% of the 13F portfolio, value $26,847,159.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 728,748 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $19,763,646.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).