TWFG, Inc.
TWFG- Exchange
- Nasdaq
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0002007596
No open-market purchases or sales by TWFG, Inc. insiders were filed in the last 90 days; 81 institutions reported holding it in 13F filings for Q2 2026, worth $219.1M in total; Giverny Capital is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in TWFG, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 81
- −3 vs. Q1 2026
- Shares held
- 9.11M
- −1.92M (−17.4%) vs. Q1 2026
- Total value
- $219.1M
- +$16.2M (+8.0%) vs. Q1 2026
- New holders
- 11
- 34 more added
- Sold out
- 14
- 24 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TWFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 81 | $219.1M |
| Q1 2026 | 85 | $202.9M |
| Q4 2025 | 70 | $360.4M |
| Q3 2025 | 67 | $334.1M |
| Q2 2025 | 81 | $406.1M |
| Q1 2025 | 70 | $361.5M |
| Q4 2024 | 76 | $364.9M |
| Q3 2024 | 63 | $328.5M |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding TWFG, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bamco Inc | 1,135,091 | $27.3M | 0.04% | −80.0% | Reduced |
| Franklin Resources Inc | 781,912 | $18.8M | 0.00% | +771,912+7,719.1% | Added |
| T. Rowe Price Investment Management, Inc. | 753,680 | $18.1M | 0.01% | −1,345,618−64.1% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 652,452 | $15.7M | 0.53% | +100,345+18.2% | Added |
| Central Securities Corp | 500,000 | $12.0M | 0.90% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 489,244 | $11.8M | 0.00% | −81,293−14.2% | Reduced |
| Marshall Wace, LLP | 408,732 | $9.83M | 0.01% | +141,904+53.2% | Added |
| Two Sigma Investments, LP | 372,365 | $8.96M | 0.01% | +167,152+81.5% | Added |
| Jane Street Group, LLC | 353,216 | $8.49M | 0.01% | +184,211+109.0% | Added |
| Riverbridge Partners LLC | 332,658 | $8.00M | 0.22% | −216,956−39.5% | Reduced |
| BlackRock, Inc. | 222,376 | $5.35M | 0.00% | +35,039+18.7% | Added |
| Gilder Gagnon Howe & Co LLC | 221,180 | $5.32M | 0.05% | −2,459−1.1% | Reduced |
| Alyeska Investment Group, L.P. | 215,778 | $5.19M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 214,589 | $5.16M | 0.00% | +105,087+96.0% | Added |
| Ascent Group, LLC | 212,310 | $5.11M | 0.15% | +37,868+21.7% | Added |
| Geode Capital Management, LLC | 174,213 | $4.19M | 0.00% | −7,879−4.3% | Reduced |
| Renaissance Technologies LLC | 149,900 | $3.61M | 0.00% | +31,573+26.7% | Added |
| Gillson Capital LP | 148,665 | $3.58M | 0.21% | +20,000+15.5% | Added |
| Point72 Asset Management, L.P. | 135,139 | $3.25M | 0.00% | +70,471+109.0% | Added |
| Morgan Stanley | 127,879 | $3.08M | 0.00% | +16,353+14.7% | Added |
| Goldman Sachs Group Inc | 114,678 | $2.76M | 0.00% | −8,154−6.6% | Reduced |
| Tudor Investment Corp Et Al | 102,591 | $2.47M | 0.01% | +73,426+251.8% | Added |
| Dimensional Fund Advisors LP | 93,734 | $2.25M | 0.00% | +26,122+38.6% | Added |
| Trexquant Investment LP | 87,370 | $2.10M | 0.01% | +49,991+133.7% | Added |
| Bank of America Corp | 84,570 | $2.03M | 0.00% | +30,459+56.3% | Added |
| Victory Capital Management Inc | 82,675 | $1.99M | 0.00% | +10,765+15.0% | Added |
| Vanguard Fiduciary Trust Co | 82,554 | $1.99M | 0.00% | +571+0.7% | Added |
| Qube Research & Technologies Ltd | 68,450 | $1.65M | 0.00% | −4,485−6.1% | Reduced |
| XTX Topco Ltd | 67,439 | $1.62M | 0.02% | +21,653+47.3% | Added |
| State Street Corp | 66,566 | $1.60M | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 61,728 | $1.48M | 0.01% | +12,029+24.2% | Added |
| Millennium Management LLC | 60,048 | $1.44M | 0.00% | −46,858−43.8% | Reduced |
| Price T Rowe Associates Inc | 45,064 | $1.08M | 0.00% | +4,605+11.4% | Added |
| UBS Group AG | 43,698 | $1.05M | 0.00% | −38,487−46.8% | Reduced |
| Symphony Financial, Ltd. Co. | 39,089 | $942.4K | 0.10% | +23,682+153.7% | Added |
| Raymond James Financial Inc | 31,350 | $754.0K | 0.00% | +1,775+6.0% | Added |
| Northern Trust Corp | 31,116 | $748.3K | 0.00% | −9,015−22.5% | Reduced |
| Quantbot Technologies LP | 28,534 | $686.2K | 0.03% | +21,427+301.5% | Added |
| Dynamic Technology Lab Private Ltd | 28,404 | $683.0K | 0.15% | −992−3.4% | Reduced |
| D. E. Shaw & Co., Inc. | 28,178 | $677.7K | 0.00% | +28,178 | New |
| Blalock Williams, LLC | 22,911 | $551.0K | 0.36% | +2,978+14.9% | Added |
| State of Wisconsin Investment Board | 21,008 | $505.2K | 0.00% | −2,315−9.9% | Reduced |
| Brasada Capital Management, LP | 19,419 | $467.0K | 0.08% | −52,680−73.1% | Reduced |
| Centiva Capital, LP | 18,559 | $446.3K | 0.02% | +7,609+69.5% | Added |
| Envestnet Asset Management Inc | 16,145 | $388.3K | 0.00% | +3,087+23.6% | Added |
| Mangrove Partners | 15,091 | $362.9K | 0.02% | −7,407−32.9% | Reduced |
| Dockside LLC | 13,852 | $333.1K | 0.08% | +13,852 | New |
| Bank of New York Mellon Corp | 13,577 | $326.5K | 0.00% | −1,114−7.6% | Reduced |
| BNP Paribas Arbitrage, SA | 11,493 | $276.4K | 0.00% | +10,337+894.2% | Added |
| Jump Financial, LLC | 11,374 | $273.5K | 0.00% | −12,199−51.7% | Reduced |
| Walleye Capital LLC | 10,885 | $261.8K | 0.00% | +10,885 | New |
| Barclays PLC | 10,563 | $254.0K | 0.00% | −162−1.5% | Reduced |
| American Century Companies Inc | 10,430 | $250.8K | 0.00% | +153+1.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 10,228 | $246.0K | 0.00% | +10,228 | New |
| Aquatic Capital Management LLC | 10,169 | $244.6K | 0.01% | −6,066−37.4% | Reduced |
| Americana Partners, LLC | 10,000 | $240.5K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 8,996 | $216.0K | 0.01% | +8,996 | New |
| Royal Bank of Canada | 6,391 | $153.0K | 0.00% | −94−1.4% | Reduced |
| Vanguard Global Advisers, LLC | 5,907 | $142.1K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 4,900 | $117.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,985 | $47.7K | 0.00% | +225+12.8% | Added |
| Wells Fargo & Company | 1,127 | $27.1K | 0.00% | +1,127 | New |
| FMR LLC | 1,119 | $26.9K | 0.00% | −150,162−99.3% | Reduced |
| Fifth Third Bancorp | 896 | $21.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 675 | $16.2K | 0.00% | −1,393−67.4% | Reduced |
| EverSource Wealth Advisors, LLC | 592 | $14.2K | 0.00% | +592 | New |
| US Bancorp | 555 | $13.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 500 | $12.0K | 0.00% | −293−36.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 328 | $7.89K | 0.00% | +328 | New |
| Farther Finance Advisors, LLC | 313 | $7.53K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 273 | $6.46K | 0.00% | +150+122.0% | Added |
| International Assets Investment Management, LLC | 131 | $3.29K | 0.00% | +31+31.0% | Added |
| Federation des caisses Desjardins du Quebec | 135 | $3.25K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 121 | $2.91K | 0.00% | +121 | New |
| GAMMA Investing LLC | 96 | $2.31K | 0.00% | +96 | New |
| Parallel Advisors, LLC | 79 | $1.90K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 58 | $1.40K | 0.00% | +58 | New |
| Advisor Group Holdings, Inc. | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 26 | $625 | 0.00% | +23+766.7% | Added |
| SRS Capital Advisors, Inc. | 9 | $216 | 0.00% | +6+200.0% | Added |
| Tower Research Capital LLC (TRC) | 2 | $48 | 0.00% | −7,009−100.0% | Reduced |
| Capital International Investors | 0 | $0 | 0.00% | −1,065,732−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −495,092−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −170,182−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −59,909−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −45,555−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −40,208−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −28,353−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −21,683−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −16,962−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,878−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −12,473−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −2,357−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,156−100.0% | Sold out |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |