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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 72 | $2.22K | 0.00% | +72 | New |
| MCF Advisors LLC | 133 | $4.10K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 500 | $15.4K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 510 | $15.7K | 0.02% | +510 | New |
| CWM, LLC | 1,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,800 | $86.2K | 0.00% | +2,800 | New |
| Tower Research Capital LLC (TRC) | 3,233 | $99.6K | 0.00% | +2,368+273.8% | Added |
| Bank of America Corp | 3,834 | $118.1K | 0.00% | −8,999−70.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 4,900 | $150.9K | 0.01% | 00.0% | Unchanged |
| Sandia Investment Management LP | 5,000 | $154.0K | 0.29% | −5,000−50.0% | Reduced |
| Quantbot Technologies LP | 5,407 | $166.5K | 0.01% | +1,981+57.8% | Added |
| Quadrature Capital Ltd | 6,552 | $202.3K | 0.00% | +6,552 | New |
| Janus Henderson Group PLC | 6,866 | $211.5K | 0.00% | +6,866 | New |
| Royal Bank of Canada | 7,163 | $220.0K | 0.00% | +2,167+43.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,912 | $243.7K | 0.02% | +7,912 | New |
| D. E. Shaw & Co., Inc. | 9,153 | $281.9K | 0.00% | +9,153 | New |
| Occudo Quantitative Strategies LP | 9,242 | $284.7K | 0.05% | +9,242 | New |
| Norges Bank | 9,631 | $296.6K | 0.00% | −15,369−61.5% | Reduced |
| Franklin Resources Inc | 10,000 | $308.0K | 0.00% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 11,049 | $335.7K | 0.05% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 10,997 | $338.7K | 0.03% | +10,997 | New |
| Jane Street Group, LLC | 11,390 | $350.8K | 0.00% | +11,390 | New |
| SEI Investments Co | 13,157 | $405.2K | 0.00% | +4,747+56.4% | Added |
| JPMorgan Chase & Co | 13,315 | $410.1K | 0.00% | +13,315 | New |
| Boothbay Fund Management, LLC | 13,562 | $417.7K | 0.01% | −4,462−24.8% | Reduced |
| Picton Mahoney Asset Management | 15,000 | $462.0K | 0.02% | −2,000−11.8% | Reduced |
| PDT Partners, LLC | 16,195 | $498.8K | 0.04% | +16,195 | New |
| Ascent Group, LLC | 18,996 | $585.1K | 0.04% | +18,996 | New |
| State of Wisconsin Investment Board | 22,118 | $681.2K | 0.00% | +2,118+10.6% | Added |
| Jacobs Levy Equity Management, Inc | 22,343 | $688.2K | 0.00% | +22,343 | New |
| Acadian Asset Management LLC | 24,676 | $755.0K | 0.00% | +24,676 | New |
| Northern Trust Corp | 24,845 | $765.2K | 0.00% | −1,365−5.2% | Reduced |
| Seven Grand Managers, LLC | 30,000 | $924.0K | 0.42% | 00.0% | Unchanged |
| LPL Financial LLC | 31,171 | $960.1K | 0.00% | +3,585+13.0% | Added |
| Price T Rowe Associates Inc | 40,499 | $1.25M | 0.00% | −894,628−95.7% | Reduced |
| TD Asset Management Inc | 42,276 | $1.30M | 0.00% | +20,600+95.0% | Added |
| Two Sigma Advisers, LP | 43,400 | $1.34M | 0.00% | +43,400 | New |
| State Street Corp | 53,765 | $1.66M | 0.00% | +53,765 | New |
| Royce & Associates LP | 57,000 | $1.76M | 0.02% | 00.0% | Unchanged |
| Jain Global LLC | 60,000 | $1.85M | 0.06% | +60,000 | New |
| Woodline Partners LP | 62,000 | $1.91M | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 63,000 | $1.94M | 0.00% | −294−0.5% | Reduced |
| Citadel Advisors LLC | 71,546 | $2.20M | 0.00% | −288,254−80.1% | Reduced |
| Morgan Stanley | 73,383 | $2.26M | 0.00% | +39,224+114.8% | Added |
| Tudor Investment Corp Et Al | 77,186 | $2.38M | 0.03% | +77,186 | New |
| Millennium Management LLC | 79,761 | $2.46M | 0.00% | +79,761 | New |
| 1832 Asset Management L.P. | 83,032 | $2.56M | 0.00% | −5,368−6.1% | Reduced |
| Two Sigma Investments, LP | 87,576 | $2.70M | 0.01% | +40,052+84.3% | Added |
| Lord, Abbett & Co. LLC | 88,794 | $2.73M | 0.01% | −210,679−70.3% | Reduced |
| Qube Research & Technologies Ltd | 92,666 | $2.85M | 0.00% | +51,700+126.2% | Added |
| ExodusPoint Capital Management, LP | 99,122 | $3.05M | 0.03% | +65,968+199.0% | Added |
| Renaissance Technologies LLC | 106,300 | $3.27M | 0.00% | +106,300 | New |
| Next Century Growth Investors LLC | 108,114 | $3.33M | 0.25% | −83−0.1% | Reduced |
| Ghisallo Capital Management LLC | 120,000 | $3.70M | 0.22% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 124,462 | $3.83M | 0.03% | +5,215+4.4% | Added |
| Lighthouse Investment Partners, LLC | 126,755 | $3.90M | 0.15% | −44,094−25.8% | Reduced |
| Geode Capital Management, LLC | 135,902 | $4.19M | 0.00% | −421−0.3% | Reduced |
| Gillson Capital LP | 139,000 | $4.28M | 0.39% | −17,151−11.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 150,000 | $4.62M | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 150,681 | $4.64M | 0.01% | −43,389−22.4% | Reduced |
| Marshall Wace, LLP | 152,388 | $4.69M | 0.01% | +55,213+56.8% | Added |
| UBS Group AG | 161,516 | $4.97M | 0.00% | +160,832+23,513.5% | Added |
| BlackRock, Inc. | 182,666 | $5.63M | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 192,557 | $5.93M | 0.07% | +192,557 | New |
| Alyeska Investment Group, L.P. | 227,967 | $7.02M | 0.03% | −52,918−18.8% | Reduced |
| Gilder Gagnon Howe & Co LLC | 242,933 | $7.48M | 0.08% | −4,041−1.6% | Reduced |
| Goldman Sachs Group Inc | 330,407 | $10.2M | 0.00% | −25,394−7.1% | Reduced |
| Driehaus Capital Management LLC | 380,925 | $11.7M | 0.10% | −4,326−1.1% | Reduced |
| American Century Companies Inc | 559,967 | $17.2M | 0.01% | −4,978−0.9% | Reduced |
| Vanguard Group Inc | 616,899 | $19.0M | 0.00% | +32,382+5.5% | Added |
| Nuveen Asset Management, LLC | 711,895 | $21.9M | 0.01% | −86,325−10.8% | Reduced |
| Bamco Inc | 871,661 | $26.8M | 0.07% | +142,913+19.6% | Added |
| Capital International Investors | 878,807 | $27.1M | 0.01% | +206,969+30.8% | Added |
| Alliancebernstein L.P. | 1,011,222 | $31.1M | 0.01% | +71,106+7.6% | Added |
| FMR LLC | 1,064,776 | $32.8M | 0.00% | −223,640−17.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,553,674 | $47.9M | 0.03% | +415,159+36.5% | Added |
| 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 |