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