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