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.
Q4 2025 vs. Q3 2025
How the institutions holding TWFG, Inc. changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 67 | 70 | +3 |
| Shares | 12.2M | 12.1M | −29.5K (−0.2%) |
| Value | $334.1M | $349.3M | +$15.2M (+4.6%) |
New holders (13)
Institutions that held TWFG, Inc. at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 16,252 | $468.0K | 0.11% |
| Dockside LLC | 15,987 | $459.9K | 0.12% |
| Envestnet Asset Management Inc | 15,231 | $438.2K | 0.00% |
| Susquehanna Fundamental Investments, LLC | 11,724 | $337.3K | 0.01% |
| Balyasny Asset Management LLC | 9,890 | $284.5K | 0.00% |
| Quadrant Capital Group LLC | 2,357 | $67.8K | 0.00% |
| Aquatic Capital Management LLC | 1,520 | $43.7K | 0.00% |
| Farther Finance Advisors, LLC | 337 | $9.70K | 0.00% |
| Jones Financial Companies LLLP | 100 | $2.88K | 0.00% |
| International Assets Investment Management, LLC | 100 | $2.88K | 0.00% |
| GAMMA Investing LLC | 9 | $259 | 0.00% |
| Rachor Investment Advisory Services, LLC | 6 | $173 | 0.00% |
| Barclays PLC | 1 | $29 | 0.00% |
Sold out (10)
Institutions that held TWFG, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Next Century Growth Investors LLC | 143,340 | $3.93M |
| Two Sigma Advisers, LP | 65,800 | $1.81M |
| Woodline Partners LP | 58,003 | $1.59M |
| Seven Grand Managers, LLC | 50,000 | $1.37M |
| Boothbay Fund Management, LLC | 20,000 | $548.8K |
| State of Wyoming | 5,355 | $146.9K |
| Quantbot Technologies LP | 4,003 | $109.8K |
| BNP Paribas Arbitrage, SA | 544 | $14.9K |
| MCF Advisors LLC | 183 | $5.02K |
| Advisor Group Holdings, Inc. | 25 | $661 |