STOCK TITAN

FMR LLC holds 151,280.92 shares in TWFG (NYSE: TWFG) under Schedule 13G/A

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

TWFG Inc reports a Schedule 13G/A filing showing FMR LLC beneficially owns 151,280.92 shares of Class A common stock, representing 1.0% of the class. The filing lists Abigail P. Johnson as having dispositive power for the same 151,280.92 shares and cites a power of attorney effective April 13, 2026.

Positive

  • None.

Negative

  • None.
Beneficial ownership 151,280.92 shares Class A common stock
Percent of class 1.0% Class A common stock ownership reported
CUSIP 87318A101 TWFG Class A common stock identifier
Sole voting power 150,952.00 shares reported on cover responses
Power of attorney effective April 13, 2026 authorization for signatures
Schedule 13G/A regulatory
"Amendment No. 4 schedule identifying beneficial ownership"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially owned financial
"Amount beneficially owned: 151280.92"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole Dispositive Power 151,280.92"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
power of attorney legal
"Power of Attorney effective as of April 13, 2026"
A power of attorney is a legal document that allows one person to make decisions and act on behalf of another person, often in financial or legal matters. It’s like giving someone a trusted helper or agent the authority to handle important tasks if you are unable to do so yourself. This matters to investors because it can impact how their assets are managed or transferred if they become unable to oversee their affairs.





87318A101

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



FMR LLC
Signature:Richard Bourgelas
Name/Title:Duly authorized under Power of Attorney effective as of April 13, 2026, by and on behalf of FMR LLC and its direct and indirect subsidiaries*
Date:05/05/2026
Abigail P. Johnson
Signature:Richard Bourgelas
Name/Title:Duly authorized under Power of Attorney effective as of April 13, 2026, by and on behalf of Abigail P. Johnson*
Date:05/05/2026

Comments accompanying signature: *This power of attorney is incorporated herein by reference to Exhibit 24 to the Schedule 13G filed by FMR LLC on April 29,2026, accession number: 0000315066-26-000738.
Exhibit Information

Please see Exhibit 99 for 13d-1(k) (1) agreement.

FAQ

What stake does FMR LLC report in TWFG (TWFG)?

FMR LLC reports beneficial ownership of 151,280.92 shares, or 1.0% of TWFG Class A. The filing shows sole dispositive power for 151,280.92 shares and sole voting power of 150,952 shares as listed on the cover responses.

Who is the individual named in the TWFG 13G/A filing?

Abigail P. Johnson is named with dispositive power over 151,280.92 shares. The schedule identifies her citizenship as United States and attributes sole dispositive authority for the same share count held by FMR LLC.

When was the power of attorney cited in the TWFG filing effective?

The power of attorney referenced was effective April 13, 2026. Signatures on the amendment are dated May 05, 2026 and reference that power of attorney incorporated by exhibit in the filing.

Does the TWFG 13G/A filing show ownership above 5%?

No. The filing states ownership is 5% or less of the class. It explicitly notes no other person's interest exceeds five percent of the total outstanding Class A common stock.

What CUSIP and security class are reported in the filing for TWFG?

The filing reports Class A common stock with CUSIP 87318A101. The issuer address is provided as 10055 Grogans Mill Rd, Suite 500, The Woodlands, TX in the schedule responses.