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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 25 | $661 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 135 | $3.70K | 0.00% | +135 | New |
| Aster Capital Management (DIFC) Ltd | 166 | $4.55K | 0.00% | +166 | New |
| MCF Advisors LLC | 183 | $5.02K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 442 | $12.1K | 0.00% | +13+3.0% | Added |
| BNP Paribas Arbitrage, SA | 544 | $14.9K | 0.00% | −17,809−97.0% | Reduced |
| CWM, LLC | 703 | $19.0K | 0.00% | −297−29.7% | Reduced |
| The PNC Financial Services Group, Inc. | 777 | $21.3K | 0.00% | +130+20.1% | Added |
| US Bancorp | 1,319 | $36.2K | 0.00% | −231−14.9% | Reduced |
| Quantbot Technologies LP | 4,003 | $109.8K | 0.00% | −50−1.2% | Reduced |
| Citigroup Inc | 4,513 | $123.8K | 0.00% | +4,513 | New |
| Emerald Mutual Fund Advisers Trust | 4,900 | $134.5K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,109 | $140.0K | 0.00% | −556−9.8% | Reduced |
| Russell Investments Group, Ltd. | 5,168 | $141.8K | 0.00% | +5,168 | New |
| State of Wyoming | 5,355 | $146.9K | 0.02% | +167+3.2% | Added |
| Bank of New York Mellon Corp | 9,432 | $258.8K | 0.00% | +9,432 | New |
| Blalock Williams, LLC | 9,599 | $263.4K | 0.23% | +9,599 | New |
| Franklin Resources Inc | 10,000 | $274.4K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 10,277 | $282.0K | 0.00% | +10,277 | New |
| SEI Investments Co | 11,970 | $328.5K | 0.00% | +2,660+28.6% | Added |
| Schonfeld Strategic Advisors LLC | 13,936 | $382.4K | 0.00% | +970+7.5% | Added |
| 1832 Asset Management L.P. | 16,663 | $457.2K | 0.00% | +1,600+10.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 16,975 | $465.8K | 0.01% | +16,975 | New |
| Boothbay Fund Management, LLC | 20,000 | $548.8K | 0.01% | −21,334−51.6% | Reduced |
| State of Wisconsin Investment Board | 22,610 | $620.4K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 22,811 | $625.9K | 0.00% | −91,263−80.0% | Reduced |
| Blair William & Co | 28,082 | $770.6K | 0.00% | −405−1.4% | Reduced |
| Raymond James Financial Inc | 29,650 | $813.6K | 0.00% | +29,150+5,830.0% | Added |
| Bank of America Corp | 30,180 | $828.1K | 0.00% | −20,438−40.4% | Reduced |
| Price T Rowe Associates Inc | 31,218 | $857.0K | 0.00% | +3,171+11.3% | Added |
| Acadian Asset Management LLC | 31,732 | $868.0K | 0.00% | −40,006−55.8% | Reduced |
| Renaissance Technologies LLC | 36,300 | $996.1K | 0.00% | −42,700−54.1% | Reduced |
| ExodusPoint Capital Management, LP | 39,667 | $1.09M | 0.02% | −8,674−17.9% | Reduced |
| UBS Group AG | 46,172 | $1.27M | 0.00% | +16,657+56.4% | Added |
| Seven Grand Managers, LLC | 50,000 | $1.37M | 0.11% | +10,000+25.0% | Added |
| Qube Research & Technologies Ltd | 52,693 | $1.45M | 0.00% | −26,217−33.2% | Reduced |
| Northern Trust Corp | 53,852 | $1.48M | 0.00% | +2,648+5.2% | Added |
| Royce & Associates LP | 57,017 | $1.56M | 0.02% | 00.0% | Unchanged |
| Woodline Partners LP | 58,003 | $1.59M | 0.01% | +58,003 | New |
| State Street Corp | 60,615 | $1.66M | 0.00% | +5,000+9.0% | Added |
| TD Asset Management Inc | 62,362 | $1.71M | 0.00% | +4,968+8.7% | Added |
| Two Sigma Advisers, LP | 65,800 | $1.81M | 0.00% | +15,100+29.8% | Added |
| Morgan Stanley | 69,994 | $1.92M | 0.00% | −4,312−5.8% | Reduced |
| Ascent Group, LLC | 90,402 | $2.48M | 0.09% | +41,855+86.2% | Added |
| Lord, Abbett & Co. LLC | 91,409 | $2.51M | 0.01% | −154,098−62.8% | Reduced |
| Goldman Sachs Group Inc | 95,139 | $2.61M | 0.00% | +27,351+40.3% | Added |
| Ghisallo Capital Management LLC | 100,000 | $2.74M | 0.09% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 105,311 | $2.89M | 0.39% | +25,054+31.2% | Added |
| Two Sigma Investments, LP | 139,192 | $3.82M | 0.01% | +39,663+39.9% | Added |
| Next Century Growth Investors LLC | 143,340 | $3.93M | 0.29% | −1,058−0.7% | Reduced |
| Gillson Capital LP | 147,500 | $4.05M | 0.35% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 169,416 | $4.65M | 0.79% | +169,416 | New |
| BlackRock, Inc. | 187,337 | $5.14M | 0.00% | −131−0.1% | Reduced |
| Alyeska Investment Group, L.P. | 215,778 | $5.92M | 0.02% | +4,192+2.0% | Added |
| Geode Capital Management, LLC | 219,781 | $6.03M | 0.00% | +67,538+44.4% | Added |
| Gilder Gagnon Howe & Co LLC | 240,013 | $6.59M | 0.07% | −343−0.1% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 300,317 | $8.24M | 0.28% | +122,469+68.9% | Added |
| Victory Capital Management Inc | 351,478 | $9.64M | 0.01% | +128,180+57.4% | Added |
| Capital International Investors | 447,021 | $12.3M | 0.00% | −68,388−13.3% | Reduced |
| Central Securities Corp | 450,000 | $12.3M | 1.02% | +450,000 | New |
| Nuveen, LLC | 495,092 | $13.6M | 0.00% | −4,680−0.9% | Reduced |
| Riverbridge Partners LLC | 542,661 | $14.9M | 0.25% | +198,394+57.6% | Added |
| Vanguard Group Inc | 639,711 | $17.6M | 0.00% | +19,720+3.2% | Added |
| Bamco Inc | 954,128 | $26.2M | 0.07% | +52,067+5.8% | Added |
| FMR LLC | 1,090,616 | $29.9M | 0.00% | +122,548+12.7% | Added |
| Alliancebernstein L.P. | 1,137,987 | $31.2M | 0.01% | −34,998−3.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,820,977 | $77.4M | 0.05% | +365,607+14.9% | Added |
| 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 |