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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 133 | $4.11K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 500 | $15.3K | 0.00% | +500 | New |
| The PNC Financial Services Group, Inc. | 500 | $15.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,360 | $42.0K | 0.00% | −5,803−81.0% | Reduced |
| Quantbot Technologies LP | 2,658 | $82.2K | 0.00% | −2,749−50.8% | Reduced |
| State of Wyoming | 3,653 | $112.9K | 0.01% | +3,653 | New |
| Aster Capital Management (DIFC) Ltd | 4,062 | $122.8K | 0.02% | +4,062 | New |
| Emerald Mutual Fund Advisers Trust | 4,900 | $151.5K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 6,752 | $208.7K | 0.01% | −1,160−14.7% | Reduced |
| BNP Paribas Arbitrage, SA | 7,484 | $231.3K | 0.00% | +7,484 | New |
| Schonfeld Strategic Advisors LLC | 8,145 | $251.8K | 0.00% | +8,145 | New |
| SEI Investments Co | 8,153 | $252.0K | 0.00% | −5,004−38.0% | Reduced |
| Walleye Capital LLC | 8,498 | $262.7K | 0.00% | +8,498 | New |
| Occudo Quantitative Strategies LP | 9,318 | $284.2K | 0.04% | +76+0.8% | Added |
| Franklin Resources Inc | 10,000 | $309.1K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 10,044 | $310.5K | 0.01% | +10,044 | New |
| Boothbay Fund Management, LLC | 12,700 | $392.6K | 0.01% | −862−6.4% | Reduced |
| Bank of America Corp | 13,072 | $404.1K | 0.00% | +9,238+240.9% | Added |
| 1832 Asset Management L.P. | 15,821 | $489.0K | 0.00% | −67,211−80.9% | Reduced |
| PDT Partners, LLC | 16,887 | $522.0K | 0.04% | +692+4.3% | Added |
| Trexquant Investment LP | 18,377 | $568.0K | 0.01% | +18,377 | New |
| State of Wisconsin Investment Board | 22,610 | $698.9K | 0.00% | +492+2.2% | Added |
| JPMorgan Chase & Co | 27,398 | $846.9K | 0.00% | +14,083+105.8% | Added |
| Price T Rowe Associates Inc | 28,437 | $879.0K | 0.00% | −12,062−29.8% | Reduced |
| Seven Grand Managers, LLC | 30,000 | $927.3K | 0.22% | 00.0% | Unchanged |
| LPL Financial LLC | 30,729 | $949.8K | 0.00% | −442−1.4% | Reduced |
| Blair William & Co | 31,336 | $968.6K | 0.00% | +31,336 | New |
| Northern Trust Corp | 32,162 | $994.1K | 0.00% | +7,317+29.5% | Added |
| Goldman Sachs Group Inc | 40,696 | $1.26M | 0.00% | −289,711−87.7% | Reduced |
| Ascent Group, LLC | 43,883 | $1.36M | 0.06% | +24,887+131.0% | Added |
| Two Sigma Advisers, LP | 49,600 | $1.53M | 0.00% | +6,200+14.3% | Added |
| Woodline Partners LP | 51,674 | $1.60M | 0.01% | −10,326−16.7% | Reduced |
| TD Asset Management Inc | 52,942 | $1.64M | 0.00% | +10,666+25.2% | Added |
| State Street Corp | 54,715 | $1.69M | 0.00% | +950+1.8% | Added |
| Millennium Management LLC | 55,826 | $1.73M | 0.00% | −23,935−30.0% | Reduced |
| Citadel Advisors LLC | 56,866 | $1.76M | 0.00% | −14,680−20.5% | Reduced |
| Royce & Associates LP | 57,017 | $1.76M | 0.02% | +170.0% | Added |
| Acadian Asset Management LLC | 68,211 | $2.10M | 0.01% | +43,535+176.4% | Added |
| Tudor Investment Corp Et Al | 70,724 | $2.19M | 0.02% | −6,462−8.4% | Reduced |
| Qube Research & Technologies Ltd | 78,815 | $2.44M | 0.00% | −13,851−14.9% | Reduced |
| Two Sigma Investments, LP | 83,278 | $2.57M | 0.01% | −4,298−4.9% | Reduced |
| Lord, Abbett & Co. LLC | 88,449 | $2.73M | 0.01% | −345−0.4% | Reduced |
| Morgan Stanley | 93,974 | $2.90M | 0.00% | +20,591+28.1% | Added |
| Renaissance Technologies LLC | 96,444 | $2.98M | 0.00% | −9,856−9.3% | Reduced |
| Lighthouse Investment Partners, LLC | 96,603 | $2.99M | 0.14% | −30,152−23.8% | Reduced |
| Alberta Investment Management Corp | 103,697 | $3.21M | 0.02% | −20,765−16.7% | Reduced |
| Next Century Growth Investors LLC | 107,736 | $3.33M | 0.30% | −378−0.3% | Reduced |
| UBS Group AG | 118,176 | $3.65M | 0.00% | −43,340−26.8% | Reduced |
| Ghisallo Capital Management LLC | 120,000 | $3.71M | 0.32% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 131,934 | $4.08M | 0.05% | +32,812+33.1% | Added |
| Gillson Capital LP | 147,499 | $4.56M | 0.39% | +8,499+6.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 150,000 | $4.64M | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 151,888 | $4.69M | 0.01% | −500−0.3% | Reduced |
| Balyasny Asset Management LLC | 156,154 | $4.83M | 0.01% | +5,473+3.6% | Added |
| Freestone Grove Partners LP | 178,691 | $5.52M | 0.06% | −13,866−7.2% | Reduced |
| BlackRock, Inc. | 182,839 | $5.65M | 0.00% | +173+0.1% | Added |
| Geode Capital Management, LLC | 208,128 | $6.44M | 0.00% | +72,226+53.1% | Added |
| Victory Capital Management Inc | 219,490 | $6.78M | 0.01% | +219,490 | New |
| Gilder Gagnon Howe & Co LLC | 242,055 | $7.48M | 0.10% | −878−0.4% | Reduced |
| Alyeska Investment Group, L.P. | 263,324 | $8.14M | 0.03% | +35,357+15.5% | Added |
| Driehaus Capital Management LLC | 379,496 | $11.7M | 0.11% | −1,429−0.4% | Reduced |
| American Century Companies Inc | 420,881 | $13.0M | 0.01% | −139,086−24.8% | Reduced |
| Nuveen, LLC | 501,491 | $15.5M | 0.00% | +501,491 | New |
| Vanguard Group Inc | 621,151 | $19.2M | 0.00% | +4,252+0.7% | Added |
| Bamco Inc | 867,824 | $26.8M | 0.08% | −3,837−0.4% | Reduced |
| FMR LLC | 878,494 | $27.2M | 0.00% | −186,282−17.5% | Reduced |
| Capital International Investors | 878,807 | $27.2M | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,170,377 | $36.2M | 0.01% | +159,155+15.7% | Added |
| T. Rowe Price Investment Management, Inc. | 1,988,671 | $61.5M | 0.04% | +434,997+28.0% | Added |
| 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 |