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.
Q3 2025 vs. Q2 2025
How the institutions holding TWFG, Inc. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 81 | 1 | 67 | −13 |
| Shares | 11.6M | 309 | 12.2M | +578.3K (+5.0%) |
| Value | $405.9M | $10.8K | $334.1M | −$71.8M (−17.7%) |
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held TWFG, Inc. at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Central Securities Corp | 450,000 | $12.3M | 1.02% |
| Brasada Capital Management, LP | 169,416 | $4.65M | 0.79% |
| Woodline Partners LP | 58,003 | $1.59M | 0.01% |
| Susquehanna Portfolio Strategies, LLC | 16,975 | $465.8K | 0.01% |
| American Century Companies Inc | 10,277 | $282.0K | 0.00% |
| Blalock Williams, LLC | 9,599 | $263.4K | 0.23% |
| Bank of New York Mellon Corp | 9,432 | $258.8K | 0.00% |
| Russell Investments Group, Ltd. | 5,168 | $141.8K | 0.00% |
| Citigroup Inc | 4,513 | $123.8K | 0.00% |
| Aster Capital Management (DIFC) Ltd | 166 | $4.55K | 0.00% |
| Federation des caisses Desjardins du Quebec | 135 | $3.70K | 0.00% |
Sold out (24)
Institutions that held TWFG, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Driehaus Capital Management LLC | 377,138 | $13.2M |
| Marshall Wace, LLP | 128,682 | $4.50M |
| Tudor Investment Corp Et Al | 78,164 | $2.74M |
| Balyasny Asset Management LLC | 76,871 | $2.69M |
| Lighthouse Investment Partners, LLC | 53,994 | $1.89M |
| Jane Street Group, LLC | 34,831 | $1.22M |
| Citadel Advisors LLC | 32,026 | $1.12M |
| LPL Financial LLC | 31,837 | $1.11M |
| XTX Topco Ltd | 14,899 | $521.5K |
| PDT Partners, LLC | 14,057 | $492.0K |
| HRT Financial LP | 11,413 | $399.0K |
| Envestnet Asset Management Inc | 9,762 | $341.7K |
| D. E. Shaw & Co., Inc. | 8,417 | $294.6K |
| Squarepoint Ops LLC | 8,039 | $281.4K |
| Graham Capital Management, L.P. | 7,635 | $267.2K |
| JPMorgan Chase & Co | 6,903 | $241.6K |
| Virtu Financial LLC | 6,523 | $228.0K |
| Man Group plc | 6,371 | $223.0K |
| Symphony Financial, Ltd. Co. | 6,049 | $208.7K |
| Charles Schwab Investment Management Inc | 5,800 | $203.0K |
| State of Tennessee, Treasury Department | 4,435 | $155.2K |
| Tower Research Capital LLC (TRC) | 272 | $9.52K |
| Park Place Capital Corp | 98 | $3.43K |
| Islay Capital Management, LLC | 10 | $350 |
Not filed for Q3 2025 yet (1)
Institutions that held TWFG, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| First Horizon Advisors, Inc. | 309 | $10.8K |