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, Q3 2024
Institutional positions in TWFG, Inc. as of Sep 30, 2024. 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
- 63
- +63 vs. Q2 2024
- Shares held
- 12.1M
- +12.1M vs. Q2 2024
- Total value
- $328.5M
- +$328.5M vs. Q2 2024
- New holders
- 63
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q2 2024: 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 | $349.3M |
| Q3 2025 | 67 | $334.1M |
| Q2 2025 | 81 | $405.9M |
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding TWFG, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1,288,416 | $34.9M | 0.00% | +1,288,416 | New |
| T. Rowe Price Investment Management, Inc. | 1,138,515 | $30.9M | 0.02% | +1,138,515 | New |
| Alliancebernstein L.P. | 940,116 | $25.5M | 0.01% | +940,116 | New |
| Price T Rowe Associates Inc | 935,127 | $25.4M | 0.00% | +935,127 | New |
| Nuveen Asset Management, LLC | 798,220 | $21.6M | 0.01% | +798,220 | New |
| Bamco Inc | 728,748 | $19.8M | 0.05% | +728,748 | New |
| Capital International Investors | 671,838 | $18.2M | 0.00% | +671,838 | New |
| Vanguard Group Inc | 584,517 | $15.9M | 0.00% | +584,517 | New |
| American Century Companies Inc | 564,945 | $15.3M | 0.01% | +564,945 | New |
| Driehaus Capital Management LLC | 385,251 | $10.4M | 0.09% | +385,251 | New |
| Citadel Advisors LLC | 359,800 | $9.76M | 0.01% | +359,800 | New |
| Goldman Sachs Group Inc | 355,801 | $9.65M | 0.00% | +355,801 | New |
| Lord, Abbett & Co. LLC | 299,473 | $8.12M | 0.03% | +299,473 | New |
| Alyeska Investment Group, L.P. | 280,885 | $7.62M | 0.04% | +280,885 | New |
| Gilder Gagnon Howe & Co LLC | 246,974 | $6.70M | 0.08% | +246,974 | New |
| Balyasny Asset Management LLC | 194,070 | $5.26M | 0.01% | +194,070 | New |
| BlackRock, Inc. | 182,666 | $4.95M | 0.00% | +182,666 | New |
| Lighthouse Investment Partners, LLC | 170,849 | $4.63M | 0.25% | +170,849 | New |
| Gillson Capital LP | 156,151 | $4.24M | 0.38% | +156,151 | New |
| Zimmer Partners, LP | 151,500 | $4.11M | 0.08% | +151,500 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 150,000 | $4.07M | 0.01% | +150,000 | New |
| Geode Capital Management, LLC | 136,323 | $3.70M | 0.00% | +136,323 | New |
| Ghisallo Capital Management LLC | 120,000 | $3.25M | 0.16% | +120,000 | New |
| Alberta Investment Management Corp | 119,247 | $3.23M | 0.03% | +119,247 | New |
| Next Century Growth Investors LLC | 108,197 | $2.93M | 0.24% | +108,197 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 100,000 | $2.71M | 0.05% | +100,000 | New |
| Marshall Wace, LLP | 97,175 | $2.64M | 0.00% | +97,175 | New |
| 1832 Asset Management L.P. | 88,400 | $2.40M | 0.00% | +88,400 | New |
| Squarepoint Ops LLC | 63,294 | $1.72M | 0.01% | +63,294 | New |
| Woodline Partners LP | 62,000 | $1.68M | 0.01% | +62,000 | New |
| Royce & Associates LP | 57,000 | $1.55M | 0.01% | +57,000 | New |
| Monashee Investment Management LLC | 51,277 | $1.39M | 0.15% | +51,277 | New |
| Davidson Kempner Capital Management LP | 50,000 | $1.36M | 0.03% | +50,000 | New |
| Two Sigma Investments, LP | 47,524 | $1.29M | 0.00% | +47,524 | New |
| Citigroup Inc | 44,105 | $1.20M | 0.00% | +44,105 | New |
| Qube Research & Technologies Ltd | 40,966 | $1.11M | 0.00% | +40,966 | New |
| Morgan Stanley | 34,159 | $926.4K | 0.00% | +34,159 | New |
| ExodusPoint Capital Management, LP | 33,154 | $899.0K | 0.01% | +33,154 | New |
| Seven Grand Managers, LLC | 30,000 | $813.6K | 0.18% | +30,000 | New |
| LPL Financial LLC | 27,586 | $748.1K | 0.00% | +27,586 | New |
| Northern Trust Corp | 26,210 | $710.8K | 0.00% | +26,210 | New |
| Norges Bank | 25,000 | $678.0K | 0.00% | +25,000 | New |
| TD Asset Management Inc | 21,676 | $607.6K | 0.00% | +21,676 | New |
| State of Wisconsin Investment Board | 20,000 | $542.4K | 0.00% | +20,000 | New |
| Boothbay Fund Management, LLC | 18,024 | $488.8K | 0.02% | +18,024 | New |
| Picton Mahoney Asset Management | 17,000 | $461.0K | 0.02% | +17,000 | New |
| Bank of America Corp | 12,833 | $348.0K | 0.00% | +12,833 | New |
| Symphony Financial, Ltd. Co. | 11,049 | $309.7K | 0.05% | +11,049 | New |
| Franklin Resources Inc | 10,000 | $292.6K | 0.00% | +10,000 | New |
| Maven Securities LTD | 10,340 | $280.4K | 0.03% | +10,340 | New |
| Sandia Investment Management LP | 10,000 | $271.2K | 0.44% | +10,000 | New |
| SEI Investments Co | 8,410 | $228.1K | 0.00% | +8,410 | New |
| Legal & General Group Plc | 5,000 | $135.6K | 0.00% | +5,000 | New |
| Royal Bank of Canada | 4,996 | $135.0K | 0.00% | +4,996 | New |
| Emerald Mutual Fund Advisers Trust | 4,900 | $132.9K | 0.01% | +4,900 | New |
| State of Wyoming | 3,740 | $101.4K | 0.01% | +3,740 | New |
| Quantbot Technologies LP | 3,426 | $92.9K | 0.00% | +3,426 | New |
| CWM, LLC | 1,000 | $27.0K | 0.00% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 865 | $23.5K | 0.00% | +865 | New |
| UBS Group AG | 684 | $18.6K | 0.00% | +684 | New |
| Rakuten Investment Management, Inc. | 500 | $14.0K | 0.00% | +500 | New |
| The PNC Financial Services Group, Inc. | 500 | $13.6K | 0.00% | +500 | New |
| MCF Advisors LLC | 133 | $3.61K | 0.00% | +133 | New |