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, Q4 2025
Institutional positions in TWFG, Inc. as of Dec 31, 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
- 70
- +3 vs. Q3 2025
- Shares held
- 12.1M
- −29.5K (−0.2%) vs. Q3 2025
- Total value
- $349.3M
- +$15.2M (+4.6%) vs. Q3 2025
- New holders
- 13
- 29 more added
- Sold out
- 10
- 20 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding TWFG, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 2,847,719 | $81.9M | 0.05% | +26,742+0.9% | Added |
| Alliancebernstein L.P. | 1,081,383 | $31.1M | 0.01% | −56,604−5.0% | Reduced |
| FMR LLC | 1,065,105 | $30.6M | 0.00% | −25,511−2.3% | Reduced |
| Capital International Investors | 958,490 | $27.6M | 0.00% | +511,469+114.4% | Added |
| Bamco Inc | 954,463 | $27.5M | 0.07% | +3350.0% | Added |
| Vanguard Group Inc | 654,631 | $18.8M | 0.00% | +14,920+2.3% | Added |
| Riverbridge Partners LLC | 593,744 | $17.1M | 0.32% | +51,083+9.4% | Added |
| Nuveen, LLC | 495,092 | $14.2M | 0.00% | 00.0% | Unchanged |
| Central Securities Corp | 475,000 | $13.7M | 1.10% | +25,000+5.6% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 331,511 | $9.54M | 0.32% | +31,194+10.4% | Added |
| Lord, Abbett & Co. LLC | 255,764 | $7.36M | 0.02% | +164,355+179.8% | Added |
| Gilder Gagnon Howe & Co LLC | 238,520 | $6.86M | 0.07% | −1,493−0.6% | Reduced |
| Geode Capital Management, LLC | 236,160 | $6.80M | 0.00% | +16,379+7.5% | Added |
| Alyeska Investment Group, L.P. | 215,778 | $6.21M | 0.02% | 00.0% | Unchanged |
| BlackRock, Inc. | 187,337 | $5.39M | 0.00% | 00.0% | Unchanged |
| Gillson Capital LP | 169,065 | $4.86M | 0.32% | +21,565+14.6% | Added |
| Brasada Capital Management, LP | 160,787 | $4.50M | 0.77% | −8,629−5.1% | Reduced |
| Grandeur Peak Global Advisors, LLC | 116,348 | $3.35M | 0.45% | +11,037+10.5% | Added |
| Ascent Group, LLC | 102,402 | $2.95M | 0.10% | +12,000+13.3% | Added |
| Victory Capital Management Inc | 80,340 | $2.31M | 0.00% | −271,138−77.1% | Reduced |
| TD Asset Management Inc | 67,704 | $1.95M | 0.00% | +5,342+8.6% | Added |
| State Street Corp | 64,366 | $1.85M | 0.00% | +3,751+6.2% | Added |
| Northern Trust Corp | 61,661 | $1.77M | 0.00% | +7,809+14.5% | Added |
| Royce & Associates LP | 57,019 | $1.64M | 0.02% | +20.0% | Added |
| Goldman Sachs Group Inc | 53,303 | $1.53M | 0.00% | −41,836−44.0% | Reduced |
| Ghisallo Capital Management LLC | 50,000 | $1.44M | 0.06% | −50,000−50.0% | Reduced |
| UBS Group AG | 45,912 | $1.32M | 0.00% | −260−0.6% | Reduced |
| Bank of America Corp | 42,696 | $1.23M | 0.00% | +12,516+41.5% | Added |
| Renaissance Technologies LLC | 39,200 | $1.13M | 0.00% | +2,900+8.0% | Added |
| Morgan Stanley | 36,203 | $1.04M | 0.00% | −33,791−48.3% | Reduced |
| Price T Rowe Associates Inc | 33,018 | $950.0K | 0.00% | +1,800+5.8% | Added |
| Two Sigma Investments, LP | 32,914 | $946.9K | 0.00% | −106,278−76.4% | Reduced |
| Raymond James Financial Inc | 32,026 | $921.4K | 0.00% | +2,376+8.0% | Added |
| Qube Research & Technologies Ltd | 27,436 | $789.3K | 0.00% | −25,257−47.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 26,848 | $772.4K | 0.00% | +12,912+92.7% | Added |
| State of Wisconsin Investment Board | 25,641 | $737.7K | 0.00% | +3,031+13.4% | Added |
| ExodusPoint Capital Management, LP | 20,959 | $603.0K | 0.01% | −18,708−47.2% | Reduced |
| Blair William & Co | 19,896 | $572.4K | 0.00% | −8,186−29.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,252 | $468.0K | 0.11% | +16,252 | New |
| Dockside LLC | 15,987 | $459.9K | 0.12% | +15,987 | New |
| 1832 Asset Management L.P. | 15,373 | $442.3K | 0.00% | −1,290−7.7% | Reduced |
| Envestnet Asset Management Inc | 15,231 | $438.2K | 0.00% | +15,231 | New |
| SEI Investments Co | 12,640 | $363.7K | 0.00% | +670+5.6% | Added |
| Bank of New York Mellon Corp | 12,232 | $351.9K | 0.00% | +2,800+29.7% | Added |
| Blalock Williams, LLC | 11,942 | $343.6K | 0.28% | +2,343+24.4% | Added |
| Susquehanna Fundamental Investments, LLC | 11,724 | $337.3K | 0.01% | +11,724 | New |
| Susquehanna Portfolio Strategies, LLC | 10,473 | $301.3K | 0.00% | −6,502−38.3% | Reduced |
| American Century Companies Inc | 10,277 | $295.7K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,000 | $287.7K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 9,890 | $284.5K | 0.00% | +9,890 | New |
| Millennium Management LLC | 8,275 | $238.1K | 0.00% | −14,536−63.7% | Reduced |
| Royal Bank of Canada | 7,178 | $207.0K | 0.00% | +2,069+40.5% | Added |
| Citigroup Inc | 6,374 | $183.4K | 0.00% | +1,861+41.2% | Added |
| Emerald Mutual Fund Advisers Trust | 4,900 | $141.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,357 | $67.8K | 0.00% | +2,357 | New |
| Aquatic Capital Management LLC | 1,520 | $43.7K | 0.00% | +1,520 | New |
| Russell Investments Group, Ltd. | 1,421 | $40.9K | 0.00% | −3,747−72.5% | Reduced |
| US Bancorp | 1,257 | $36.2K | 0.00% | −62−4.7% | Reduced |
| Acadian Asset Management LLC | 1,156 | $33.0K | 0.00% | −30,576−96.4% | Reduced |
| Fifth Third Bancorp | 896 | $25.8K | 0.00% | +454+102.7% | Added |
| The PNC Financial Services Group, Inc. | 793 | $22.8K | 0.00% | +16+2.1% | Added |
| CWM, LLC | 703 | $20.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 337 | $9.70K | 0.00% | +337 | New |
| Federation des caisses Desjardins du Quebec | 135 | $3.88K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $2.88K | 0.00% | +100 | New |
| International Assets Investment Management, LLC | 100 | $2.88K | 0.00% | +100 | New |
| Aster Capital Management (DIFC) Ltd | 30 | $863 | 0.00% | −136−81.9% | Reduced |
| GAMMA Investing LLC | 9 | $259 | 0.00% | +9 | New |
| Rachor Investment Advisory Services, LLC | 6 | $173 | 0.00% | +6 | New |
| Barclays PLC | 1 | $29 | 0.00% | +1 | New |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −143,340−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −65,800−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −58,003−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −5,355−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,003−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |