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, Q4 2024
Institutional positions in TWFG, Inc. as of Dec 31, 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
- 76
- +14 vs. Q3 2024
- Shares held
- 11.8M
- −260.9K (−2.2%) vs. Q3 2024
- Total value
- $364.9M
- +$36.5M (+11.1%) vs. Q3 2024
- New holders
- 22
- 19 more added
- Sold out
- 8
- 23 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding TWFG, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,553,674 | $47.9M | 0.03% | +415,159+36.5% | Added |
| FMR LLC | 1,064,776 | $32.8M | 0.00% | −223,640−17.4% | Reduced |
| Alliancebernstein L.P. | 1,011,222 | $31.1M | 0.01% | +71,106+7.6% | Added |
| Capital International Investors | 878,807 | $27.1M | 0.01% | +206,969+30.8% | Added |
| Bamco Inc | 871,661 | $26.8M | 0.07% | +142,913+19.6% | Added |
| Nuveen Asset Management, LLC | 711,895 | $21.9M | 0.01% | −86,325−10.8% | Reduced |
| Vanguard Group Inc | 616,899 | $19.0M | 0.00% | +32,382+5.5% | Added |
| American Century Companies Inc | 559,967 | $17.2M | 0.01% | −4,978−0.9% | Reduced |
| Driehaus Capital Management LLC | 380,925 | $11.7M | 0.10% | −4,326−1.1% | Reduced |
| Goldman Sachs Group Inc | 330,407 | $10.2M | 0.00% | −25,394−7.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 242,933 | $7.48M | 0.08% | −4,041−1.6% | Reduced |
| Alyeska Investment Group, L.P. | 227,967 | $7.02M | 0.03% | −52,918−18.8% | Reduced |
| Freestone Grove Partners LP | 192,557 | $5.93M | 0.07% | +192,557 | New |
| BlackRock, Inc. | 182,666 | $5.63M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 161,516 | $4.97M | 0.00% | +160,832+23,513.5% | Added |
| Marshall Wace, LLP | 152,388 | $4.69M | 0.01% | +55,213+56.8% | Added |
| Balyasny Asset Management LLC | 150,681 | $4.64M | 0.01% | −43,389−22.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 150,000 | $4.62M | 0.01% | 00.0% | Unchanged |
| Gillson Capital LP | 139,000 | $4.28M | 0.39% | −17,151−11.0% | Reduced |
| Geode Capital Management, LLC | 135,902 | $4.19M | 0.00% | −421−0.3% | Reduced |
| Lighthouse Investment Partners, LLC | 126,755 | $3.90M | 0.15% | −44,094−25.8% | Reduced |
| Alberta Investment Management Corp | 124,462 | $3.83M | 0.03% | +5,215+4.4% | Added |
| Ghisallo Capital Management LLC | 120,000 | $3.70M | 0.22% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 108,114 | $3.33M | 0.25% | −83−0.1% | Reduced |
| Renaissance Technologies LLC | 106,300 | $3.27M | 0.00% | +106,300 | New |
| ExodusPoint Capital Management, LP | 99,122 | $3.05M | 0.03% | +65,968+199.0% | Added |
| Qube Research & Technologies Ltd | 92,666 | $2.85M | 0.00% | +51,700+126.2% | Added |
| Lord, Abbett & Co. LLC | 88,794 | $2.73M | 0.01% | −210,679−70.3% | Reduced |
| Two Sigma Investments, LP | 87,576 | $2.70M | 0.01% | +40,052+84.3% | Added |
| 1832 Asset Management L.P. | 83,032 | $2.56M | 0.00% | −5,368−6.1% | Reduced |
| Millennium Management LLC | 79,761 | $2.46M | 0.00% | +79,761 | New |
| Tudor Investment Corp Et Al | 77,186 | $2.38M | 0.03% | +77,186 | New |
| Morgan Stanley | 73,383 | $2.26M | 0.00% | +39,224+114.8% | Added |
| Citadel Advisors LLC | 71,546 | $2.20M | 0.00% | −288,254−80.1% | Reduced |
| Squarepoint Ops LLC | 63,000 | $1.94M | 0.00% | −294−0.5% | Reduced |
| Woodline Partners LP | 62,000 | $1.91M | 0.01% | 00.0% | Unchanged |
| Jain Global LLC | 60,000 | $1.85M | 0.06% | +60,000 | New |
| Royce & Associates LP | 57,000 | $1.76M | 0.02% | 00.0% | Unchanged |
| State Street Corp | 53,765 | $1.66M | 0.00% | +53,765 | New |
| Two Sigma Advisers, LP | 43,400 | $1.34M | 0.00% | +43,400 | New |
| TD Asset Management Inc | 42,276 | $1.30M | 0.00% | +20,600+95.0% | Added |
| Price T Rowe Associates Inc | 40,499 | $1.25M | 0.00% | −894,628−95.7% | Reduced |
| LPL Financial LLC | 31,171 | $960.1K | 0.00% | +3,585+13.0% | Added |
| Seven Grand Managers, LLC | 30,000 | $924.0K | 0.42% | 00.0% | Unchanged |
| Northern Trust Corp | 24,845 | $765.2K | 0.00% | −1,365−5.2% | Reduced |
| Acadian Asset Management LLC | 24,676 | $755.0K | 0.00% | +24,676 | New |
| Jacobs Levy Equity Management, Inc | 22,343 | $688.2K | 0.00% | +22,343 | New |
| State of Wisconsin Investment Board | 22,118 | $681.2K | 0.00% | +2,118+10.6% | Added |
| Ascent Group, LLC | 18,996 | $585.1K | 0.04% | +18,996 | New |
| PDT Partners, LLC | 16,195 | $498.8K | 0.04% | +16,195 | New |
| Picton Mahoney Asset Management | 15,000 | $462.0K | 0.02% | −2,000−11.8% | Reduced |
| Boothbay Fund Management, LLC | 13,562 | $417.7K | 0.01% | −4,462−24.8% | Reduced |
| JPMorgan Chase & Co | 13,315 | $410.1K | 0.00% | +13,315 | New |
| SEI Investments Co | 13,157 | $405.2K | 0.00% | +4,747+56.4% | Added |
| Jane Street Group, LLC | 11,390 | $350.8K | 0.00% | +11,390 | New |
| Point72 (DIFC) Ltd | 10,997 | $338.7K | 0.03% | +10,997 | New |
| Symphony Financial, Ltd. Co. | 11,049 | $335.7K | 0.05% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,000 | $308.0K | 0.00% | 00.0% | Unchanged |
| Norges Bank | 9,631 | $296.6K | 0.00% | −15,369−61.5% | Reduced |
| Occudo Quantitative Strategies LP | 9,242 | $284.7K | 0.05% | +9,242 | New |
| D. E. Shaw & Co., Inc. | 9,153 | $281.9K | 0.00% | +9,153 | New |
| Y-Intercept (Hong Kong) Ltd | 7,912 | $243.7K | 0.02% | +7,912 | New |
| Royal Bank of Canada | 7,163 | $220.0K | 0.00% | +2,167+43.4% | Added |
| Janus Henderson Group PLC | 6,866 | $211.5K | 0.00% | +6,866 | New |
| Quadrature Capital Ltd | 6,552 | $202.3K | 0.00% | +6,552 | New |
| Quantbot Technologies LP | 5,407 | $166.5K | 0.01% | +1,981+57.8% | Added |
| Sandia Investment Management LP | 5,000 | $154.0K | 0.29% | −5,000−50.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 4,900 | $150.9K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 3,834 | $118.1K | 0.00% | −8,999−70.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,233 | $99.6K | 0.00% | +2,368+273.8% | Added |
| Venturi Wealth Management, LLC | 2,800 | $86.2K | 0.00% | +2,800 | New |
| CWM, LLC | 1,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 510 | $15.7K | 0.02% | +510 | New |
| The PNC Financial Services Group, Inc. | 500 | $15.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 133 | $4.10K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 72 | $2.22K | 0.00% | +72 | New |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −151,500−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −51,277−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −44,105−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −10,340−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |