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.
Q1 2025 vs. Q4 2024
How the institutions holding TWFG, Inc. changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 76 | 2 | 70 | −4 |
| Shares | 11.8M | 712.0K | 11.7M | +558.0K (+5.0%) |
| Value | $364.9M | $21.9M | $361.5M | +$18.5M (+5.4%) |
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held TWFG, Inc. at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Nuveen, LLC | 501,491 | $15.5M | 0.00% |
| Victory Capital Management Inc | 219,490 | $6.78M | 0.01% |
| Blair William & Co | 31,336 | $968.6K | 0.00% |
| Trexquant Investment LP | 18,377 | $568.0K | 0.01% |
| Graham Capital Management, L.P. | 10,044 | $310.5K | 0.01% |
| Walleye Capital LLC | 8,498 | $262.7K | 0.00% |
| Schonfeld Strategic Advisors LLC | 8,145 | $251.8K | 0.00% |
| BNP Paribas Arbitrage, SA | 7,484 | $231.3K | 0.00% |
| Aster Capital Management (DIFC) Ltd | 4,062 | $122.8K | 0.02% |
| State of Wyoming | 3,653 | $112.9K | 0.01% |
| Rakuten Investment Management, Inc. | 500 | $15.3K | 0.00% |
Sold out (15)
Institutions that held TWFG, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Squarepoint Ops LLC | 63,000 | $1.94M |
| Jain Global LLC | 60,000 | $1.85M |
| Jacobs Levy Equity Management, Inc | 22,343 | $688.2K |
| Picton Mahoney Asset Management | 15,000 | $462.0K |
| Jane Street Group, LLC | 11,390 | $350.8K |
| Point72 (DIFC) Ltd | 10,997 | $338.7K |
| Symphony Financial, Ltd. Co. | 11,049 | $335.7K |
| Norges Bank | 9,631 | $296.6K |
| D. E. Shaw & Co., Inc. | 9,153 | $281.9K |
| Janus Henderson Group PLC | 6,866 | $211.5K |
| Quadrature Capital Ltd | 6,552 | $202.3K |
| Sandia Investment Management LP | 5,000 | $154.0K |
| Tower Research Capital LLC (TRC) | 3,233 | $99.6K |
| Venturi Wealth Management, LLC | 2,800 | $86.2K |
| R Squared Ltd | 510 | $15.7K |
Not filed for Q1 2025 yet (2)
Institutions that held TWFG, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Nuveen Asset Management, LLC | 711,895 | $21.9M |
| Global Retirement Partners, LLC | 72 | $2.22K |