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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, Q2 2025

Institutional positions in TWFG, Inc. as of Jun 30, 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
81
+12 vs. Q1 2025
Shares held
11.6M
−97.2K (−0.8%) vs. Q1 2025
Total value
$405.9M
+$44.4M (+12.3%) vs. Q1 2025
New holders
22
32 more added
Sold out
10
22 more reduced

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 81 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 63 institutionsQ4 2024: 76 institutionsQ1 2025: 70 institutionsQ2 2025: 81 institutionsQ3 2025: 67 institutionsQ4 2025: 70 institutionsQ1 2026: 85 institutionsQ2 2026: 81 institutions
Value heldQ2 2025: $405.9M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $328.5MQ4 2024: $364.9MQ1 2025: $361.5MQ2 2025: $405.9MQ3 2025: $334.1MQ4 2025: $349.3MQ1 2026: $202.9MQ2 2026: $219.1M
Institutions holding TWFG and their total value by quarter
QuarterHoldersValue
Q2 202681$219.1M
Q1 202685$202.9M
Q4 202570$349.3M
Q3 202567$334.1M
Q2 202581$405.9M
Q1 202570$361.5M
Q4 202476$364.9M
Q3 202463$328.5M
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding TWFG, Inc.; share changes are against Q1 2025.

Institutions holding TWFG in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
T. Rowe Price Investment Management, Inc.2,455,370$85.9M0.05%+466,699+23.5%Added
Alliancebernstein L.P.1,172,985$41.1M0.01%+2,608+0.2%Added
FMR LLC968,068$33.9M0.00%+89,574+10.2%Added
Bamco Inc902,061$31.6M0.09%+34,237+3.9%Added
Vanguard Group Inc619,991$21.7M0.00%−1,160−0.2%Reduced
Capital International Investors515,409$18.0M0.00%−363,398−41.4%Reduced
Nuveen, LLC499,772$17.5M0.00%−1,719−0.3%Reduced
Driehaus Capital Management LLC377,138$13.2M0.11%−2,358−0.6%Reduced
Riverbridge Partners LLC344,267$12.0M0.19%+344,267New
Lord, Abbett & Co. LLC245,507$8.59M0.03%+157,058+177.6%Added
Gilder Gagnon Howe & Co LLC240,356$8.41M0.09%−1,699−0.7%Reduced
Victory Capital Management Inc223,298$7.82M0.01%+3,808+1.7%Added
Alyeska Investment Group, L.P.211,586$7.41M0.03%−51,738−19.6%Reduced
BlackRock, Inc.187,468$6.56M0.00%+4,629+2.5%Added
Giverny Capital Inc.SuperinvestorGiverny Capital177,848$6.22M0.21%+177,848New
Geode Capital Management, LLC152,243$5.33M0.00%−55,885−26.9%Reduced
Gillson Capital LP147,500$5.16M0.39%+10.0%Added
Next Century Growth Investors LLC144,398$5.05M0.39%+36,662+34.0%Added
Marshall Wace, LLP128,682$4.50M0.01%−23,206−15.3%Reduced
Millennium Management LLC114,074$3.99M0.00%+58,248+104.3%Added
Ghisallo Capital Management LLC100,000$3.50M0.09%−20,000−16.7%Reduced
Two Sigma Investments, LP99,529$3.48M0.01%+16,251+19.5%Added
Grandeur Peak Global Advisors, LLC80,257$2.81M0.34%+80,257New
Renaissance Technologies LLC79,000$2.77M0.00%−17,444−18.1%Reduced
Qube Research & Technologies Ltd78,910$2.76M0.00%+95+0.1%Added
Tudor Investment Corp Et Al78,164$2.74M0.02%+7,440+10.5%Added
Balyasny Asset Management LLC76,871$2.69M0.01%−79,283−50.8%Reduced
Morgan Stanley74,306$2.60M0.00%−19,668−20.9%Reduced
Acadian Asset Management LLC71,738$2.50M0.01%+3,527+5.2%Added
Goldman Sachs Group Inc67,788$2.37M0.00%+27,092+66.6%Added
TD Asset Management Inc57,394$2.01M0.00%+4,452+8.4%Added
Royce & Associates LP57,017$2.00M0.02%00.0%Unchanged
State Street Corp55,615$1.95M0.00%+900+1.6%Added
Lighthouse Investment Partners, LLC53,994$1.89M0.08%−42,609−44.1%Reduced
Northern Trust Corp51,204$1.79M0.00%+19,042+59.2%Added
Two Sigma Advisers, LP50,700$1.77M0.00%+1,100+2.2%Added
Bank of America Corp50,618$1.77M0.00%+37,546+287.2%Added
Ascent Group, LLC48,547$1.70M0.07%+4,664+10.6%Added
ExodusPoint Capital Management, LP48,341$1.69M0.02%−83,593−63.4%Reduced
Boothbay Fund Management, LLC41,334$1.45M0.05%+28,634+225.5%Added
Seven Grand Managers, LLC40,000$1.40M0.17%+10,000+33.3%Added
Jane Street Group, LLC34,831$1.22M0.00%+34,831New
Citadel Advisors LLC32,026$1.12M0.00%−24,840−43.7%Reduced
LPL Financial LLC31,837$1.11M0.00%+1,108+3.6%Added
UBS Group AG29,515$1.03M0.00%−88,661−75.0%Reduced
Blair William & Co28,487$997.0K0.00%−2,849−9.1%Reduced
Price T Rowe Associates Inc28,047$982.0K0.00%−390−1.4%Reduced
State of Wisconsin Investment Board22,610$791.4K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA18,353$642.4K0.00%+10,869+145.2%Added
1832 Asset Management L.P.15,063$527.2K0.00%−758−4.8%Reduced
XTX Topco Ltd14,899$521.5K0.02%+14,899New
PDT Partners, LLC14,057$492.0K0.03%−2,830−16.8%Reduced
Schonfeld Strategic Advisors LLC12,966$453.8K0.00%+4,821+59.2%Added
HRT Financial LP11,413$399.0K0.00%+11,413New
Franklin Resources Inc10,000$350.0K0.00%00.0%Unchanged
Envestnet Asset Management Inc9,762$341.7K0.00%+9,762New
SEI Investments Co9,310$325.9K0.00%+1,157+14.2%Added
D. E. Shaw & Co., Inc.8,417$294.6K0.00%+8,417New
Squarepoint Ops LLC8,039$281.4K0.00%+8,039New
Graham Capital Management, L.P.7,635$267.2K0.01%−2,409−24.0%Reduced
JPMorgan Chase & Co6,903$241.6K0.00%−20,495−74.8%Reduced
Virtu Financial LLC6,523$228.0K0.01%+6,523New
Man Group plc6,371$223.0K0.00%+6,371New
Symphony Financial, Ltd. Co.6,049$208.7K0.03%+6,049New
Charles Schwab Investment Management Inc5,800$203.0K0.00%+5,800New
Royal Bank of Canada5,665$199.0K0.00%+4,305+316.5%Added
State of Wyoming5,188$181.6K0.02%+1,535+42.0%Added
Emerald Mutual Fund Advisers Trust4,900$171.5K0.01%00.0%Unchanged
State of Tennessee, Treasury Department4,435$155.2K0.00%+4,435New
Quantbot Technologies LP4,053$141.9K0.00%+1,395+52.5%Added
US Bancorp1,550$54.3K0.00%+1,550New
CWM, LLC1,000$35.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.647$22.6K0.00%+147+29.4%Added
Raymond James Financial Inc500$17.5K0.00%+500New
Fifth Third Bancorp429$15.0K0.00%+429New
First Horizon Advisors, Inc.309$10.8K0.00%+309New
Tower Research Capital LLC (TRC)272$9.52K0.00%+272New
MCF Advisors LLC183$6.41K0.00%+50+37.6%Added
Park Place Capital Corp98$3.43K0.00%+98New
Advisor Group Holdings, Inc.25$8750.00%+25New
Islay Capital Management, LLC10$3500.00%+10New
American Century Companies Inc0$00.00%−420,881−100.0%Sold out
Freestone Grove Partners LP0$00.00%−178,691−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−150,000−100.0%Sold out
Alberta Investment Management Corp0$00.00%−103,697−100.0%Sold out
Woodline Partners LP0$00.00%−51,674−100.0%Sold out
Trexquant Investment LP0$00.00%−18,377−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−9,318−100.0%Sold out
Walleye Capital LLC0$00.00%−8,498−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−6,752−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−4,062−100.0%Sold out
Rakuten Investment Management, Inc.––––Not filed