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, Q3 2025
Institutional positions in TWFG, Inc. as of Sep 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
- 67
- −13 vs. Q2 2025
- Shares held
- 12.2M
- +578.3K (+5.0%) vs. Q2 2025
- Total value
- $334.1M
- −$71.8M (−17.7%) vs. Q2 2025
- New holders
- 11
- 27 more added
- Sold out
- 24
- 21 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding TWFG, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 2,820,977 | $77.4M | 0.05% | +365,607+14.9% | Added |
| Alliancebernstein L.P. | 1,137,987 | $31.2M | 0.01% | −34,998−3.0% | Reduced |
| FMR LLC | 1,090,616 | $29.9M | 0.00% | +122,548+12.7% | Added |
| Bamco Inc | 954,128 | $26.2M | 0.07% | +52,067+5.8% | Added |
| Vanguard Group Inc | 639,711 | $17.6M | 0.00% | +19,720+3.2% | Added |
| Riverbridge Partners LLC | 542,661 | $14.9M | 0.25% | +198,394+57.6% | Added |
| Nuveen, LLC | 495,092 | $13.6M | 0.00% | −4,680−0.9% | Reduced |
| Central Securities Corp | 450,000 | $12.3M | 1.02% | +450,000 | New |
| Capital International Investors | 447,021 | $12.3M | 0.00% | −68,388−13.3% | Reduced |
| Victory Capital Management Inc | 351,478 | $9.64M | 0.01% | +128,180+57.4% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 300,317 | $8.24M | 0.28% | +122,469+68.9% | Added |
| Gilder Gagnon Howe & Co LLC | 240,013 | $6.59M | 0.07% | −343−0.1% | Reduced |
| Geode Capital Management, LLC | 219,781 | $6.03M | 0.00% | +67,538+44.4% | Added |
| Alyeska Investment Group, L.P. | 215,778 | $5.92M | 0.02% | +4,192+2.0% | Added |
| BlackRock, Inc. | 187,337 | $5.14M | 0.00% | −131−0.1% | Reduced |
| Brasada Capital Management, LP | 169,416 | $4.65M | 0.79% | +169,416 | New |
| Gillson Capital LP | 147,500 | $4.05M | 0.35% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 143,340 | $3.93M | 0.29% | −1,058−0.7% | Reduced |
| Two Sigma Investments, LP | 139,192 | $3.82M | 0.01% | +39,663+39.9% | Added |
| Grandeur Peak Global Advisors, LLC | 105,311 | $2.89M | 0.39% | +25,054+31.2% | Added |
| Ghisallo Capital Management LLC | 100,000 | $2.74M | 0.09% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 95,139 | $2.61M | 0.00% | +27,351+40.3% | Added |
| Lord, Abbett & Co. LLC | 91,409 | $2.51M | 0.01% | −154,098−62.8% | Reduced |
| Ascent Group, LLC | 90,402 | $2.48M | 0.09% | +41,855+86.2% | Added |
| Morgan Stanley | 69,994 | $1.92M | 0.00% | −4,312−5.8% | Reduced |
| Two Sigma Advisers, LP | 65,800 | $1.81M | 0.00% | +15,100+29.8% | Added |
| TD Asset Management Inc | 62,362 | $1.71M | 0.00% | +4,968+8.7% | Added |
| State Street Corp | 60,615 | $1.66M | 0.00% | +5,000+9.0% | Added |
| Woodline Partners LP | 58,003 | $1.59M | 0.01% | +58,003 | New |
| Royce & Associates LP | 57,017 | $1.56M | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 53,852 | $1.48M | 0.00% | +2,648+5.2% | Added |
| Qube Research & Technologies Ltd | 52,693 | $1.45M | 0.00% | −26,217−33.2% | Reduced |
| Seven Grand Managers, LLC | 50,000 | $1.37M | 0.11% | +10,000+25.0% | Added |
| UBS Group AG | 46,172 | $1.27M | 0.00% | +16,657+56.4% | Added |
| ExodusPoint Capital Management, LP | 39,667 | $1.09M | 0.02% | −8,674−17.9% | Reduced |
| Renaissance Technologies LLC | 36,300 | $996.1K | 0.00% | −42,700−54.1% | Reduced |
| Acadian Asset Management LLC | 31,732 | $868.0K | 0.00% | −40,006−55.8% | Reduced |
| Price T Rowe Associates Inc | 31,218 | $857.0K | 0.00% | +3,171+11.3% | Added |
| Bank of America Corp | 30,180 | $828.1K | 0.00% | −20,438−40.4% | Reduced |
| Raymond James Financial Inc | 29,650 | $813.6K | 0.00% | +29,150+5,830.0% | Added |
| Blair William & Co | 28,082 | $770.6K | 0.00% | −405−1.4% | Reduced |
| Millennium Management LLC | 22,811 | $625.9K | 0.00% | −91,263−80.0% | Reduced |
| State of Wisconsin Investment Board | 22,610 | $620.4K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 20,000 | $548.8K | 0.01% | −21,334−51.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 16,975 | $465.8K | 0.01% | +16,975 | New |
| 1832 Asset Management L.P. | 16,663 | $457.2K | 0.00% | +1,600+10.6% | Added |
| Schonfeld Strategic Advisors LLC | 13,936 | $382.4K | 0.00% | +970+7.5% | Added |
| SEI Investments Co | 11,970 | $328.5K | 0.00% | +2,660+28.6% | Added |
| American Century Companies Inc | 10,277 | $282.0K | 0.00% | +10,277 | New |
| Franklin Resources Inc | 10,000 | $274.4K | 0.00% | 00.0% | Unchanged |
| Blalock Williams, LLC | 9,599 | $263.4K | 0.23% | +9,599 | New |
| Bank of New York Mellon Corp | 9,432 | $258.8K | 0.00% | +9,432 | New |
| State of Wyoming | 5,355 | $146.9K | 0.02% | +167+3.2% | Added |
| Russell Investments Group, Ltd. | 5,168 | $141.8K | 0.00% | +5,168 | New |
| Royal Bank of Canada | 5,109 | $140.0K | 0.00% | −556−9.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 4,900 | $134.5K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 4,513 | $123.8K | 0.00% | +4,513 | New |
| Quantbot Technologies LP | 4,003 | $109.8K | 0.00% | −50−1.2% | Reduced |
| US Bancorp | 1,319 | $36.2K | 0.00% | −231−14.9% | Reduced |
| The PNC Financial Services Group, Inc. | 777 | $21.3K | 0.00% | +130+20.1% | Added |
| CWM, LLC | 703 | $19.0K | 0.00% | −297−29.7% | Reduced |
| BNP Paribas Arbitrage, SA | 544 | $14.9K | 0.00% | −17,809−97.0% | Reduced |
| Fifth Third Bancorp | 442 | $12.1K | 0.00% | +13+3.0% | Added |
| MCF Advisors LLC | 183 | $5.02K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 166 | $4.55K | 0.00% | +166 | New |
| Federation des caisses Desjardins du Quebec | 135 | $3.70K | 0.00% | +135 | New |
| Advisor Group Holdings, Inc. | 25 | $661 | 0.00% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −377,138−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −128,682−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −78,164−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −76,871−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −53,994−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −34,831−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −32,026−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −31,837−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,899−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −14,057−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,413−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −9,762−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,417−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −8,039−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,635−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −6,903−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,523−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −6,371−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −6,049−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −4,435−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |