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 |
|---|---|---|---|---|---|
| Islay Capital Management, LLC | 10 | $350 | 0.00% | +10 | New |
| Advisor Group Holdings, Inc. | 25 | $875 | 0.00% | +25 | New |
| Park Place Capital Corp | 98 | $3.43K | 0.00% | +98 | New |
| MCF Advisors LLC | 183 | $6.41K | 0.00% | +50+37.6% | Added |
| Tower Research Capital LLC (TRC) | 272 | $9.52K | 0.00% | +272 | New |
| First Horizon Advisors, Inc. | 309 | $10.8K | 0.00% | +309 | New |
| Fifth Third Bancorp | 429 | $15.0K | 0.00% | +429 | New |
| Raymond James Financial Inc | 500 | $17.5K | 0.00% | +500 | New |
| The PNC Financial Services Group, Inc. | 647 | $22.6K | 0.00% | +147+29.4% | Added |
| CWM, LLC | 1,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,550 | $54.3K | 0.00% | +1,550 | New |
| Quantbot Technologies LP | 4,053 | $141.9K | 0.00% | +1,395+52.5% | Added |
| State of Tennessee, Treasury Department | 4,435 | $155.2K | 0.00% | +4,435 | New |
| Emerald Mutual Fund Advisers Trust | 4,900 | $171.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 5,188 | $181.6K | 0.02% | +1,535+42.0% | Added |
| Royal Bank of Canada | 5,665 | $199.0K | 0.00% | +4,305+316.5% | Added |
| Charles Schwab Investment Management Inc | 5,800 | $203.0K | 0.00% | +5,800 | New |
| Symphony Financial, Ltd. Co. | 6,049 | $208.7K | 0.03% | +6,049 | New |
| Man Group plc | 6,371 | $223.0K | 0.00% | +6,371 | New |
| Virtu Financial LLC | 6,523 | $228.0K | 0.01% | +6,523 | New |
| JPMorgan Chase & Co | 6,903 | $241.6K | 0.00% | −20,495−74.8% | Reduced |
| Graham Capital Management, L.P. | 7,635 | $267.2K | 0.01% | −2,409−24.0% | Reduced |
| Squarepoint Ops LLC | 8,039 | $281.4K | 0.00% | +8,039 | New |
| D. E. Shaw & Co., Inc. | 8,417 | $294.6K | 0.00% | +8,417 | New |
| SEI Investments Co | 9,310 | $325.9K | 0.00% | +1,157+14.2% | Added |
| Envestnet Asset Management Inc | 9,762 | $341.7K | 0.00% | +9,762 | New |
| Franklin Resources Inc | 10,000 | $350.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 11,413 | $399.0K | 0.00% | +11,413 | New |
| Schonfeld Strategic Advisors LLC | 12,966 | $453.8K | 0.00% | +4,821+59.2% | Added |
| PDT Partners, LLC | 14,057 | $492.0K | 0.03% | −2,830−16.8% | Reduced |
| XTX Topco Ltd | 14,899 | $521.5K | 0.02% | +14,899 | New |
| 1832 Asset Management L.P. | 15,063 | $527.2K | 0.00% | −758−4.8% | Reduced |
| BNP Paribas Arbitrage, SA | 18,353 | $642.4K | 0.00% | +10,869+145.2% | Added |
| State of Wisconsin Investment Board | 22,610 | $791.4K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 28,047 | $982.0K | 0.00% | −390−1.4% | Reduced |
| Blair William & Co | 28,487 | $997.0K | 0.00% | −2,849−9.1% | Reduced |
| UBS Group AG | 29,515 | $1.03M | 0.00% | −88,661−75.0% | Reduced |
| LPL Financial LLC | 31,837 | $1.11M | 0.00% | +1,108+3.6% | Added |
| Citadel Advisors LLC | 32,026 | $1.12M | 0.00% | −24,840−43.7% | Reduced |
| Jane Street Group, LLC | 34,831 | $1.22M | 0.00% | +34,831 | New |
| Seven Grand Managers, LLC | 40,000 | $1.40M | 0.17% | +10,000+33.3% | Added |
| Boothbay Fund Management, LLC | 41,334 | $1.45M | 0.05% | +28,634+225.5% | Added |
| ExodusPoint Capital Management, LP | 48,341 | $1.69M | 0.02% | −83,593−63.4% | Reduced |
| Ascent Group, LLC | 48,547 | $1.70M | 0.07% | +4,664+10.6% | Added |
| Bank of America Corp | 50,618 | $1.77M | 0.00% | +37,546+287.2% | Added |
| Two Sigma Advisers, LP | 50,700 | $1.77M | 0.00% | +1,100+2.2% | Added |
| Northern Trust Corp | 51,204 | $1.79M | 0.00% | +19,042+59.2% | Added |
| Lighthouse Investment Partners, LLC | 53,994 | $1.89M | 0.08% | −42,609−44.1% | Reduced |
| State Street Corp | 55,615 | $1.95M | 0.00% | +900+1.6% | Added |
| Royce & Associates LP | 57,017 | $2.00M | 0.02% | 00.0% | Unchanged |
| TD Asset Management Inc | 57,394 | $2.01M | 0.00% | +4,452+8.4% | Added |
| Goldman Sachs Group Inc | 67,788 | $2.37M | 0.00% | +27,092+66.6% | Added |
| Acadian Asset Management LLC | 71,738 | $2.50M | 0.01% | +3,527+5.2% | Added |
| Morgan Stanley | 74,306 | $2.60M | 0.00% | −19,668−20.9% | Reduced |
| Balyasny Asset Management LLC | 76,871 | $2.69M | 0.01% | −79,283−50.8% | Reduced |
| Tudor Investment Corp Et Al | 78,164 | $2.74M | 0.02% | +7,440+10.5% | Added |
| Qube Research & Technologies Ltd | 78,910 | $2.76M | 0.00% | +95+0.1% | Added |
| Renaissance Technologies LLC | 79,000 | $2.77M | 0.00% | −17,444−18.1% | Reduced |
| Grandeur Peak Global Advisors, LLC | 80,257 | $2.81M | 0.34% | +80,257 | New |
| Two Sigma Investments, LP | 99,529 | $3.48M | 0.01% | +16,251+19.5% | Added |
| Ghisallo Capital Management LLC | 100,000 | $3.50M | 0.09% | −20,000−16.7% | Reduced |
| Millennium Management LLC | 114,074 | $3.99M | 0.00% | +58,248+104.3% | Added |
| Marshall Wace, LLP | 128,682 | $4.50M | 0.01% | −23,206−15.3% | Reduced |
| Next Century Growth Investors LLC | 144,398 | $5.05M | 0.39% | +36,662+34.0% | Added |
| Gillson Capital LP | 147,500 | $5.16M | 0.39% | +10.0% | Added |
| Geode Capital Management, LLC | 152,243 | $5.33M | 0.00% | −55,885−26.9% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 177,848 | $6.22M | 0.21% | +177,848 | New |
| BlackRock, Inc. | 187,468 | $6.56M | 0.00% | +4,629+2.5% | Added |
| Alyeska Investment Group, L.P. | 211,586 | $7.41M | 0.03% | −51,738−19.6% | Reduced |
| Victory Capital Management Inc | 223,298 | $7.82M | 0.01% | +3,808+1.7% | Added |
| Gilder Gagnon Howe & Co LLC | 240,356 | $8.41M | 0.09% | −1,699−0.7% | Reduced |
| Lord, Abbett & Co. LLC | 245,507 | $8.59M | 0.03% | +157,058+177.6% | Added |
| Riverbridge Partners LLC | 344,267 | $12.0M | 0.19% | +344,267 | New |
| Driehaus Capital Management LLC | 377,138 | $13.2M | 0.11% | −2,358−0.6% | Reduced |
| Nuveen, LLC | 499,772 | $17.5M | 0.00% | −1,719−0.3% | Reduced |
| Capital International Investors | 515,409 | $18.0M | 0.00% | −363,398−41.4% | Reduced |
| Vanguard Group Inc | 619,991 | $21.7M | 0.00% | −1,160−0.2% | Reduced |
| Bamco Inc | 902,061 | $31.6M | 0.09% | +34,237+3.9% | Added |
| FMR LLC | 968,068 | $33.9M | 0.00% | +89,574+10.2% | Added |
| Alliancebernstein L.P. | 1,172,985 | $41.1M | 0.01% | +2,608+0.2% | Added |
| T. Rowe Price Investment Management, Inc. | 2,455,370 | $85.9M | 0.05% | +466,699+23.5% | Added |
| 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 |