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, Q1 2025
Institutional positions in TWFG, Inc. as of Mar 31, 2025. 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
- 70
- −4 vs. Q4 2024
- Shares held
- 11.7M
- +558.0K (+5.0%) vs. Q4 2024
- Total value
- $361.5M
- +$18.5M (+5.4%) vs. Q4 2024
- New holders
- 11
- 22 more added
- Sold out
- 15
- 28 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding TWFG, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,988,671 | $61.5M | 0.04% | +434,997+28.0% | Added |
| Alliancebernstein L.P. | 1,170,377 | $36.2M | 0.01% | +159,155+15.7% | Added |
| Capital International Investors | 878,807 | $27.2M | 0.01% | 00.0% | Unchanged |
| FMR LLC | 878,494 | $27.2M | 0.00% | −186,282−17.5% | Reduced |
| Bamco Inc | 867,824 | $26.8M | 0.08% | −3,837−0.4% | Reduced |
| Vanguard Group Inc | 621,151 | $19.2M | 0.00% | +4,252+0.7% | Added |
| Nuveen, LLC | 501,491 | $15.5M | 0.00% | +501,491 | New |
| American Century Companies Inc | 420,881 | $13.0M | 0.01% | −139,086−24.8% | Reduced |
| Driehaus Capital Management LLC | 379,496 | $11.7M | 0.11% | −1,429−0.4% | Reduced |
| Alyeska Investment Group, L.P. | 263,324 | $8.14M | 0.03% | +35,357+15.5% | Added |
| Gilder Gagnon Howe & Co LLC | 242,055 | $7.48M | 0.10% | −878−0.4% | Reduced |
| Victory Capital Management Inc | 219,490 | $6.78M | 0.01% | +219,490 | New |
| Geode Capital Management, LLC | 208,128 | $6.44M | 0.00% | +72,226+53.1% | Added |
| BlackRock, Inc. | 182,839 | $5.65M | 0.00% | +173+0.1% | Added |
| Freestone Grove Partners LP | 178,691 | $5.52M | 0.06% | −13,866−7.2% | Reduced |
| Balyasny Asset Management LLC | 156,154 | $4.83M | 0.01% | +5,473+3.6% | Added |
| Marshall Wace, LLP | 151,888 | $4.69M | 0.01% | −500−0.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 150,000 | $4.64M | 0.01% | 00.0% | Unchanged |
| Gillson Capital LP | 147,499 | $4.56M | 0.39% | +8,499+6.1% | Added |
| ExodusPoint Capital Management, LP | 131,934 | $4.08M | 0.05% | +32,812+33.1% | Added |
| Ghisallo Capital Management LLC | 120,000 | $3.71M | 0.32% | 00.0% | Unchanged |
| UBS Group AG | 118,176 | $3.65M | 0.00% | −43,340−26.8% | Reduced |
| Next Century Growth Investors LLC | 107,736 | $3.33M | 0.30% | −378−0.3% | Reduced |
| Alberta Investment Management Corp | 103,697 | $3.21M | 0.02% | −20,765−16.7% | Reduced |
| Lighthouse Investment Partners, LLC | 96,603 | $2.99M | 0.14% | −30,152−23.8% | Reduced |
| Renaissance Technologies LLC | 96,444 | $2.98M | 0.00% | −9,856−9.3% | Reduced |
| Morgan Stanley | 93,974 | $2.90M | 0.00% | +20,591+28.1% | Added |
| Lord, Abbett & Co. LLC | 88,449 | $2.73M | 0.01% | −345−0.4% | Reduced |
| Two Sigma Investments, LP | 83,278 | $2.57M | 0.01% | −4,298−4.9% | Reduced |
| Qube Research & Technologies Ltd | 78,815 | $2.44M | 0.00% | −13,851−14.9% | Reduced |
| Tudor Investment Corp Et Al | 70,724 | $2.19M | 0.02% | −6,462−8.4% | Reduced |
| Acadian Asset Management LLC | 68,211 | $2.10M | 0.01% | +43,535+176.4% | Added |
| Royce & Associates LP | 57,017 | $1.76M | 0.02% | +170.0% | Added |
| Citadel Advisors LLC | 56,866 | $1.76M | 0.00% | −14,680−20.5% | Reduced |
| Millennium Management LLC | 55,826 | $1.73M | 0.00% | −23,935−30.0% | Reduced |
| State Street Corp | 54,715 | $1.69M | 0.00% | +950+1.8% | Added |
| TD Asset Management Inc | 52,942 | $1.64M | 0.00% | +10,666+25.2% | Added |
| Woodline Partners LP | 51,674 | $1.60M | 0.01% | −10,326−16.7% | Reduced |
| Two Sigma Advisers, LP | 49,600 | $1.53M | 0.00% | +6,200+14.3% | Added |
| Ascent Group, LLC | 43,883 | $1.36M | 0.06% | +24,887+131.0% | Added |
| Goldman Sachs Group Inc | 40,696 | $1.26M | 0.00% | −289,711−87.7% | Reduced |
| Northern Trust Corp | 32,162 | $994.1K | 0.00% | +7,317+29.5% | Added |
| Blair William & Co | 31,336 | $968.6K | 0.00% | +31,336 | New |
| LPL Financial LLC | 30,729 | $949.8K | 0.00% | −442−1.4% | Reduced |
| Seven Grand Managers, LLC | 30,000 | $927.3K | 0.22% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 28,437 | $879.0K | 0.00% | −12,062−29.8% | Reduced |
| JPMorgan Chase & Co | 27,398 | $846.9K | 0.00% | +14,083+105.8% | Added |
| State of Wisconsin Investment Board | 22,610 | $698.9K | 0.00% | +492+2.2% | Added |
| Trexquant Investment LP | 18,377 | $568.0K | 0.01% | +18,377 | New |
| PDT Partners, LLC | 16,887 | $522.0K | 0.04% | +692+4.3% | Added |
| 1832 Asset Management L.P. | 15,821 | $489.0K | 0.00% | −67,211−80.9% | Reduced |
| Bank of America Corp | 13,072 | $404.1K | 0.00% | +9,238+240.9% | Added |
| Boothbay Fund Management, LLC | 12,700 | $392.6K | 0.01% | −862−6.4% | Reduced |
| Graham Capital Management, L.P. | 10,044 | $310.5K | 0.01% | +10,044 | New |
| Franklin Resources Inc | 10,000 | $309.1K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 9,318 | $284.2K | 0.04% | +76+0.8% | Added |
| Walleye Capital LLC | 8,498 | $262.7K | 0.00% | +8,498 | New |
| SEI Investments Co | 8,153 | $252.0K | 0.00% | −5,004−38.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 8,145 | $251.8K | 0.00% | +8,145 | New |
| BNP Paribas Arbitrage, SA | 7,484 | $231.3K | 0.00% | +7,484 | New |
| Y-Intercept (Hong Kong) Ltd | 6,752 | $208.7K | 0.01% | −1,160−14.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 4,900 | $151.5K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 4,062 | $122.8K | 0.02% | +4,062 | New |
| State of Wyoming | 3,653 | $112.9K | 0.01% | +3,653 | New |
| Quantbot Technologies LP | 2,658 | $82.2K | 0.00% | −2,749−50.8% | Reduced |
| Royal Bank of Canada | 1,360 | $42.0K | 0.00% | −5,803−81.0% | Reduced |
| CWM, LLC | 1,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 500 | $15.5K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 500 | $15.3K | 0.00% | +500 | New |
| MCF Advisors LLC | 133 | $4.11K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −22,343−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,390−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −10,997−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −11,049−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −9,631−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −9,153−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −6,866−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,552−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3,233−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |