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.
Q4 2024 vs. Q3 2024
How the institutions holding TWFG, Inc. changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 63 | 1 | 76 | +14 |
| Shares | 12.1M | 500 | 11.8M | −260.9K (−2.2%) |
| Value | $328.5M | $14.0K | $364.9M | +$36.5M (+11.1%) |
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (22)
Institutions that held TWFG, Inc. at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Freestone Grove Partners LP | 192,557 | $5.93M | 0.07% |
| Renaissance Technologies LLC | 106,300 | $3.27M | 0.00% |
| Millennium Management LLC | 79,761 | $2.46M | 0.00% |
| Tudor Investment Corp Et Al | 77,186 | $2.38M | 0.03% |
| Jain Global LLC | 60,000 | $1.85M | 0.06% |
| State Street Corp | 53,765 | $1.66M | 0.00% |
| Two Sigma Advisers, LP | 43,400 | $1.34M | 0.00% |
| Acadian Asset Management LLC | 24,676 | $755.0K | 0.00% |
| Jacobs Levy Equity Management, Inc | 22,343 | $688.2K | 0.00% |
| Ascent Group, LLC | 18,996 | $585.1K | 0.04% |
| PDT Partners, LLC | 16,195 | $498.8K | 0.04% |
| JPMorgan Chase & Co | 13,315 | $410.1K | 0.00% |
| Jane Street Group, LLC | 11,390 | $350.8K | 0.00% |
| Point72 (DIFC) Ltd | 10,997 | $338.7K | 0.03% |
| Occudo Quantitative Strategies LP | 9,242 | $284.7K | 0.05% |
| D. E. Shaw & Co., Inc. | 9,153 | $281.9K | 0.00% |
| Y-Intercept (Hong Kong) Ltd | 7,912 | $243.7K | 0.02% |
| Janus Henderson Group PLC | 6,866 | $211.5K | 0.00% |
| Quadrature Capital Ltd | 6,552 | $202.3K | 0.00% |
| Venturi Wealth Management, LLC | 2,800 | $86.2K | 0.00% |
| R Squared Ltd | 510 | $15.7K | 0.02% |
| Global Retirement Partners, LLC | 72 | $2.22K | 0.00% |
Sold out (8)
Institutions that held TWFG, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Zimmer Partners, LP | 151,500 | $4.11M |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 100,000 | $2.71M |
| Monashee Investment Management LLC | 51,277 | $1.39M |
| Davidson Kempner Capital Management LP | 50,000 | $1.36M |
| Citigroup Inc | 44,105 | $1.20M |
| Maven Securities LTD | 10,340 | $280.4K |
| Legal & General Group Plc | 5,000 | $135.6K |
| State of Wyoming | 3,740 | $101.4K |
Not filed for Q4 2024 yet (1)
Institutions that held TWFG, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Rakuten Investment Management, Inc. | 500 | $14.0K |