0001017918-25-000017.txt : 20250214 0001017918-25-000017.hdr.sgml : 20250214 20250214101650 ACCESSION NUMBER: 0001017918-25-000017 CONFORMED SUBMISSION TYPE: SCHEDULE 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20250214 DATE AS OF CHANGE: 20250214 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: TWFG, Inc. CENTRAL INDEX KEY: 0002007596 STANDARD INDUSTRIAL CLASSIFICATION: INSURANCE AGENTS BROKERS & SERVICES [6411] ORGANIZATION NAME: 02 Finance IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SCHEDULE 13G SEC ACT: 1934 Act SEC FILE NUMBER: 005-94697 FILM NUMBER: 25624437 BUSINESS ADDRESS: STREET 1: 1201 LAKE WOODLANDS DRIVE STREET 2: SUITE 4020 CITY: THE WOODLANDS STATE: TX ZIP: 77380 BUSINESS PHONE: 281.367.3424 MAIL ADDRESS: STREET 1: 1201 LAKE WOODLANDS DRIVE STREET 2: SUITE 4020 CITY: THE WOODLANDS STATE: TX ZIP: 77380 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: BAMCO INC /NY/ CENTRAL INDEX KEY: 0001017918 ORGANIZATION NAME: IRS NUMBER: 133390015 STATE OF INCORPORATION: NY FISCAL YEAR END: 0228 FILING VALUES: FORM TYPE: SCHEDULE 13G BUSINESS ADDRESS: STREET 1: 767 FIFTH AVENUE STREET 2: 49TH FL CITY: NEW YORK STATE: NY ZIP: 10153 BUSINESS PHONE: 2125832000 MAIL ADDRESS: STREET 1: 767 FIFTH AVENUE STREET 2: 49TH FL CITY: NEW YORK STATE: NY ZIP: 10153 SCHEDULE 13G 1 primary_doc.xml SCHEDULE 13G 0001017918 XXXXXXXX LIVE Class A Common Stock 12/31/2024 0002007596 TWFG, Inc. 87318A101 1201 LAKE WOODLANDS DRIVE SUITE 4020 THE WOODLANDS TX 77380 Rule 13d-1(b) BAMCO INC /NY/ b NY 0 799800 0 799800 799800 5.40 CO IA Baron Capital Group, Inc. b NY 0 871661 0 871661 871661 5.88 CO HC Baron Capital Management, Inc. b NY 0 71861 0 71861 71861 0.49 CO IA Ronald Baron b X1 0 871661 0 871661 871661 5.88 IN HC Baron Discovery Fund b MA 0 785000 0 785000 785000 5.30 IV TWFG, Inc. 1201 LAKE WOODLANDS DRIVE, SUITE 4020, THE WOODLANDS, TX, 77380 Baron Capital Group, Inc. ("BCG"), BAMCO, Inc. ("BAMCO"), Baron Capital Management, Inc. ("BCM"), Ronald Baron, Baron Discovery Fund ("BDF") 767 Fifth Avenue, 49th Floor, New York, NY 10153 BCG, BAMCO and BCM are New York corporations. Ronald Baron is a citizen of the United States. BDF is a series of a Massachusetts Business Trust. N IV IA HC 871,661 5.88 0 871,661 0 871,661 Y N The advisory clients of BAMCO and BCM have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the Issuer's common stock in their accounts. To the best of the Filing Persons' knowledge, no such person has such interest relating to more than 5% of the outstanding class of securities. N BAMCO and BCM are subsidiaries of BCG. BDF is an advisory client of BAMCO. Ronald Baron owns a controlling interest in BCG. N See Item 3. Y N By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11. BAMCO INC /NY/ /s/ Ronald Baron 02/14/2025 Baron Capital Group, Inc. /s/ Ronald Baron 02/14/2025 Baron Capital Management, Inc. /s/ Ronald Baron 02/14/2025 Ronald Baron /s/ Ronald Baron 02/14/2025 Baron Discovery Fund /s/ Ronald Baron 02/14/2025