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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding TWFG, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 2,455,370 | $85.9M | 0.05% | +466,699+23.5% | Added |
| Alliancebernstein L.P. | 1,172,985 | $41.1M | 0.01% | +2,608+0.2% | Added |
| FMR LLC | 968,068 | $33.9M | 0.00% | +89,574+10.2% | Added |
| Bamco Inc | 902,061 | $31.6M | 0.09% | +34,237+3.9% | Added |
| Vanguard Group Inc | 619,991 | $21.7M | 0.00% | −1,160−0.2% | Reduced |
| Capital International Investors | 515,409 | $18.0M | 0.00% | −363,398−41.4% | Reduced |
| Nuveen, LLC | 499,772 | $17.5M | 0.00% | −1,719−0.3% | Reduced |
| Driehaus Capital Management LLC | 377,138 | $13.2M | 0.11% | −2,358−0.6% | Reduced |
| Riverbridge Partners LLC | 344,267 | $12.0M | 0.19% | +344,267 | New |
| Lord, Abbett & Co. LLC | 245,507 | $8.59M | 0.03% | +157,058+177.6% | Added |
| Gilder Gagnon Howe & Co LLC | 240,356 | $8.41M | 0.09% | −1,699−0.7% | Reduced |
| Victory Capital Management Inc | 223,298 | $7.82M | 0.01% | +3,808+1.7% | Added |
| Alyeska Investment Group, L.P. | 211,586 | $7.41M | 0.03% | −51,738−19.6% | Reduced |
| BlackRock, Inc. | 187,468 | $6.56M | 0.00% | +4,629+2.5% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 177,848 | $6.22M | 0.21% | +177,848 | New |
| Geode Capital Management, LLC | 152,243 | $5.33M | 0.00% | −55,885−26.9% | Reduced |
| Gillson Capital LP | 147,500 | $5.16M | 0.39% | +10.0% | Added |
| Next Century Growth Investors LLC | 144,398 | $5.05M | 0.39% | +36,662+34.0% | Added |
| Marshall Wace, LLP | 128,682 | $4.50M | 0.01% | −23,206−15.3% | Reduced |
| Millennium Management LLC | 114,074 | $3.99M | 0.00% | +58,248+104.3% | Added |
| Ghisallo Capital Management LLC | 100,000 | $3.50M | 0.09% | −20,000−16.7% | Reduced |
| Two Sigma Investments, LP | 99,529 | $3.48M | 0.01% | +16,251+19.5% | Added |
| Grandeur Peak Global Advisors, LLC | 80,257 | $2.81M | 0.34% | +80,257 | New |
| Renaissance Technologies LLC | 79,000 | $2.77M | 0.00% | −17,444−18.1% | Reduced |
| Qube Research & Technologies Ltd | 78,910 | $2.76M | 0.00% | +95+0.1% | Added |
| Tudor Investment Corp Et Al | 78,164 | $2.74M | 0.02% | +7,440+10.5% | Added |
| Balyasny Asset Management LLC | 76,871 | $2.69M | 0.01% | −79,283−50.8% | Reduced |
| Morgan Stanley | 74,306 | $2.60M | 0.00% | −19,668−20.9% | Reduced |
| Acadian Asset Management LLC | 71,738 | $2.50M | 0.01% | +3,527+5.2% | Added |
| Goldman Sachs Group Inc | 67,788 | $2.37M | 0.00% | +27,092+66.6% | Added |
| TD Asset Management Inc | 57,394 | $2.01M | 0.00% | +4,452+8.4% | Added |
| Royce & Associates LP | 57,017 | $2.00M | 0.02% | 00.0% | Unchanged |
| State Street Corp | 55,615 | $1.95M | 0.00% | +900+1.6% | Added |
| Lighthouse Investment Partners, LLC | 53,994 | $1.89M | 0.08% | −42,609−44.1% | Reduced |
| Northern Trust Corp | 51,204 | $1.79M | 0.00% | +19,042+59.2% | Added |
| Two Sigma Advisers, LP | 50,700 | $1.77M | 0.00% | +1,100+2.2% | Added |
| Bank of America Corp | 50,618 | $1.77M | 0.00% | +37,546+287.2% | Added |
| Ascent Group, LLC | 48,547 | $1.70M | 0.07% | +4,664+10.6% | Added |
| ExodusPoint Capital Management, LP | 48,341 | $1.69M | 0.02% | −83,593−63.4% | Reduced |
| Boothbay Fund Management, LLC | 41,334 | $1.45M | 0.05% | +28,634+225.5% | Added |
| Seven Grand Managers, LLC | 40,000 | $1.40M | 0.17% | +10,000+33.3% | Added |
| Jane Street Group, LLC | 34,831 | $1.22M | 0.00% | +34,831 | New |
| Citadel Advisors LLC | 32,026 | $1.12M | 0.00% | −24,840−43.7% | Reduced |
| LPL Financial LLC | 31,837 | $1.11M | 0.00% | +1,108+3.6% | Added |
| UBS Group AG | 29,515 | $1.03M | 0.00% | −88,661−75.0% | Reduced |
| Blair William & Co | 28,487 | $997.0K | 0.00% | −2,849−9.1% | Reduced |
| Price T Rowe Associates Inc | 28,047 | $982.0K | 0.00% | −390−1.4% | Reduced |
| State of Wisconsin Investment Board | 22,610 | $791.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 18,353 | $642.4K | 0.00% | +10,869+145.2% | Added |
| 1832 Asset Management L.P. | 15,063 | $527.2K | 0.00% | −758−4.8% | Reduced |
| XTX Topco Ltd | 14,899 | $521.5K | 0.02% | +14,899 | New |
| PDT Partners, LLC | 14,057 | $492.0K | 0.03% | −2,830−16.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,966 | $453.8K | 0.00% | +4,821+59.2% | Added |
| HRT Financial LP | 11,413 | $399.0K | 0.00% | +11,413 | New |
| Franklin Resources Inc | 10,000 | $350.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 9,762 | $341.7K | 0.00% | +9,762 | New |
| SEI Investments Co | 9,310 | $325.9K | 0.00% | +1,157+14.2% | Added |
| D. E. Shaw & Co., Inc. | 8,417 | $294.6K | 0.00% | +8,417 | New |
| Squarepoint Ops LLC | 8,039 | $281.4K | 0.00% | +8,039 | New |
| Graham Capital Management, L.P. | 7,635 | $267.2K | 0.01% | −2,409−24.0% | Reduced |
| JPMorgan Chase & Co | 6,903 | $241.6K | 0.00% | −20,495−74.8% | Reduced |
| Virtu Financial LLC | 6,523 | $228.0K | 0.01% | +6,523 | New |
| Man Group plc | 6,371 | $223.0K | 0.00% | +6,371 | New |
| Symphony Financial, Ltd. Co. | 6,049 | $208.7K | 0.03% | +6,049 | New |
| Charles Schwab Investment Management Inc | 5,800 | $203.0K | 0.00% | +5,800 | New |
| Royal Bank of Canada | 5,665 | $199.0K | 0.00% | +4,305+316.5% | Added |
| State of Wyoming | 5,188 | $181.6K | 0.02% | +1,535+42.0% | Added |
| Emerald Mutual Fund Advisers Trust | 4,900 | $171.5K | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 4,435 | $155.2K | 0.00% | +4,435 | New |
| Quantbot Technologies LP | 4,053 | $141.9K | 0.00% | +1,395+52.5% | Added |
| US Bancorp | 1,550 | $54.3K | 0.00% | +1,550 | New |
| CWM, LLC | 1,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 647 | $22.6K | 0.00% | +147+29.4% | Added |
| Raymond James Financial Inc | 500 | $17.5K | 0.00% | +500 | New |
| Fifth Third Bancorp | 429 | $15.0K | 0.00% | +429 | New |
| First Horizon Advisors, Inc. | 309 | $10.8K | 0.00% | +309 | New |
| Tower Research Capital LLC (TRC) | 272 | $9.52K | 0.00% | +272 | New |
| MCF Advisors LLC | 183 | $6.41K | 0.00% | +50+37.6% | Added |
| Park Place Capital Corp | 98 | $3.43K | 0.00% | +98 | New |
| Advisor Group Holdings, Inc. | 25 | $875 | 0.00% | +25 | New |
| Islay Capital Management, LLC | 10 | $350 | 0.00% | +10 | New |
| American Century Companies Inc | 0 | $0 | 0.00% | −420,881−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −178,691−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −103,697−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −51,674−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −18,377−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −9,318−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −8,498−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,752−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −4,062−100.0% | Sold out |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |