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.
Q2 2025 vs. Q1 2025
How the institutions holding TWFG, Inc. changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 70 | 1 | 81 | +12 |
| Shares | 11.7M | 500 | 11.6M | −97.2K (−0.8%) |
| Value | $361.5M | $15.3K | $405.9M | +$44.4M (+12.3%) |
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (22)
Institutions that held TWFG, Inc. at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Riverbridge Partners LLC | 344,267 | $12.0M | 0.19% |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 177,848 | $6.22M | 0.21% |
| Grandeur Peak Global Advisors, LLC | 80,257 | $2.81M | 0.34% |
| Jane Street Group, LLC | 34,831 | $1.22M | 0.00% |
| XTX Topco Ltd | 14,899 | $521.5K | 0.02% |
| HRT Financial LP | 11,413 | $399.0K | 0.00% |
| Envestnet Asset Management Inc | 9,762 | $341.7K | 0.00% |
| D. E. Shaw & Co., Inc. | 8,417 | $294.6K | 0.00% |
| Squarepoint Ops LLC | 8,039 | $281.4K | 0.00% |
| Virtu Financial LLC | 6,523 | $228.0K | 0.01% |
| Man Group plc | 6,371 | $223.0K | 0.00% |
| Symphony Financial, Ltd. Co. | 6,049 | $208.7K | 0.03% |
| Charles Schwab Investment Management Inc | 5,800 | $203.0K | 0.00% |
| State of Tennessee, Treasury Department | 4,435 | $155.2K | 0.00% |
| US Bancorp | 1,550 | $54.3K | 0.00% |
| Raymond James Financial Inc | 500 | $17.5K | 0.00% |
| Fifth Third Bancorp | 429 | $15.0K | 0.00% |
| First Horizon Advisors, Inc. | 309 | $10.8K | 0.00% |
| Tower Research Capital LLC (TRC) | 272 | $9.52K | 0.00% |
| Park Place Capital Corp | 98 | $3.43K | 0.00% |
| Advisor Group Holdings, Inc. | 25 | $875 | 0.00% |
| Islay Capital Management, LLC | 10 | $350 | 0.00% |
Sold out (10)
Institutions that held TWFG, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| American Century Companies Inc | 420,881 | $13.0M |
| Freestone Grove Partners LP | 178,691 | $5.52M |
| Healthcare of Ontario Pension Plan Trust Fund | 150,000 | $4.64M |
| Alberta Investment Management Corp | 103,697 | $3.21M |
| Woodline Partners LP | 51,674 | $1.60M |
| Trexquant Investment LP | 18,377 | $568.0K |
| Occudo Quantitative Strategies LP | 9,318 | $284.2K |
| Walleye Capital LLC | 8,498 | $262.7K |
| Y-Intercept (Hong Kong) Ltd | 6,752 | $208.7K |
| Aster Capital Management (DIFC) Ltd | 4,062 | $122.8K |
Not filed for Q2 2025 yet (1)
Institutions that held TWFG, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Rakuten Investment Management, Inc. | 500 | $15.3K |