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Livermore
Livermore
ZHEN

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.

Q3 2024 vs. Q2 2024

How the institutions holding TWFG, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of TWFG: Q2 2024 compared with Q3 2024
MeasureQ2 2024Q3 2024Change
Holders063+63
Shares012.1M+12.1M
Value$0$328.5M+$328.5M

New holders (63)

Institutions that held TWFG, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to TWFG in Q3 2024
InstitutionSharesValue% of portfolio
FMR LLC1,288,416$34.9M0.00%
T. Rowe Price Investment Management, Inc.1,138,515$30.9M0.02%
Alliancebernstein L.P.940,116$25.5M0.01%
Price T Rowe Associates Inc935,127$25.4M0.00%
Nuveen Asset Management, LLC798,220$21.6M0.01%
Bamco Inc728,748$19.8M0.05%
Capital International Investors671,838$18.2M0.00%
Vanguard Group Inc584,517$15.9M0.00%
American Century Companies Inc564,945$15.3M0.01%
Driehaus Capital Management LLC385,251$10.4M0.09%
Citadel Advisors LLC359,800$9.76M0.01%
Goldman Sachs Group Inc355,801$9.65M0.00%
Lord, Abbett & Co. LLC299,473$8.12M0.03%
Alyeska Investment Group, L.P.280,885$7.62M0.04%
Gilder Gagnon Howe & Co LLC246,974$6.70M0.08%
Balyasny Asset Management LLC194,070$5.26M0.01%
BlackRock, Inc.182,666$4.95M0.00%
Lighthouse Investment Partners, LLC170,849$4.63M0.25%
Gillson Capital LP156,151$4.24M0.38%
Zimmer Partners, LP151,500$4.11M0.08%
Healthcare of Ontario Pension Plan Trust Fund150,000$4.07M0.01%
Geode Capital Management, LLC136,323$3.70M0.00%
Ghisallo Capital Management LLC120,000$3.25M0.16%
Alberta Investment Management Corp119,247$3.23M0.03%
Next Century Growth Investors LLC108,197$2.93M0.24%
Soros Fund Management LLCSuperinvestorSoros Fund Management100,000$2.71M0.05%
Marshall Wace, LLP97,175$2.64M0.00%
1832 Asset Management L.P.88,400$2.40M0.00%
Squarepoint Ops LLC63,294$1.72M0.01%
Woodline Partners LP62,000$1.68M0.01%
Royce & Associates LP57,000$1.55M0.01%
Monashee Investment Management LLC51,277$1.39M0.15%
Davidson Kempner Capital Management LP50,000$1.36M0.03%
Two Sigma Investments, LP47,524$1.29M0.00%
Citigroup Inc44,105$1.20M0.00%
Qube Research & Technologies Ltd40,966$1.11M0.00%
Morgan Stanley34,159$926.4K0.00%
ExodusPoint Capital Management, LP33,154$899.0K0.01%
Seven Grand Managers, LLC30,000$813.6K0.18%
LPL Financial LLC27,586$748.1K0.00%
Northern Trust Corp26,210$710.8K0.00%
Norges Bank25,000$678.0K0.00%
TD Asset Management Inc21,676$607.6K0.00%
State of Wisconsin Investment Board20,000$542.4K0.00%
Boothbay Fund Management, LLC18,024$488.8K0.02%
Picton Mahoney Asset Management17,000$461.0K0.02%
Bank of America Corp12,833$348.0K0.00%
Symphony Financial, Ltd. Co.11,049$309.7K0.05%
Franklin Resources Inc10,000$292.6K0.00%
Maven Securities LTD10,340$280.4K0.03%
Sandia Investment Management LP10,000$271.2K0.44%
SEI Investments Co8,410$228.1K0.00%
Legal & General Group Plc5,000$135.6K0.00%
Royal Bank of Canada4,996$135.0K0.00%
Emerald Mutual Fund Advisers Trust4,900$132.9K0.01%
State of Wyoming3,740$101.4K0.01%
Quantbot Technologies LP3,426$92.9K0.00%
CWM, LLC1,000$27.0K0.00%
Tower Research Capital LLC (TRC)865$23.5K0.00%
UBS Group AG684$18.6K0.00%
Rakuten Investment Management, Inc.500$14.0K0.00%
The PNC Financial Services Group, Inc.500$13.6K0.00%
MCF Advisors LLC133$3.61K0.00%

Sold out (0)

Institutions that held TWFG, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

None.