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, Q1 2026
Institutional positions in TWFG, Inc. as of Mar 31, 2026. 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
- 85
- +16 vs. Q4 2025
- Shares held
- 11.0M
- −458.3K (−4.0%) vs. Q4 2025
- Total value
- $202.9M
- −$127.6M (−38.6%) vs. Q4 2025
- New holders
- 28
- 25 more added
- Sold out
- 12
- 18 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding TWFG, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 2,099,298 | $38.6M | 0.03% | −748,421−26.3% | Reduced |
| Bamco Inc | 1,135,099 | $20.9M | 0.06% | +180,636+18.9% | Added |
| Capital International Investors | 1,065,732 | $19.6M | 0.00% | +107,242+11.2% | Added |
| Vanguard Capital Management LLC | 570,537 | $10.5M | 0.00% | +570,537 | New |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 552,107 | $10.2M | 0.37% | +220,596+66.5% | Added |
| Riverbridge Partners LLC | 549,614 | $10.1M | 0.25% | −44,130−7.4% | Reduced |
| Central Securities Corp | 500,000 | $9.20M | 0.76% | +25,000+5.3% | Added |
| Nuveen, LLC | 495,092 | $9.10M | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 266,828 | $4.91M | 0.01% | +266,828 | New |
| Gilder Gagnon Howe & Co LLC | 223,639 | $4.11M | 0.05% | −14,881−6.2% | Reduced |
| Alyeska Investment Group, L.P. | 215,778 | $3.97M | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 205,213 | $3.77M | 0.00% | +172,299+523.5% | Added |
| BlackRock, Inc. | 187,337 | $3.45M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 182,092 | $3.35M | 0.00% | −54,068−22.9% | Reduced |
| Ascent Group, LLC | 174,442 | $3.21M | 0.11% | +72,040+70.4% | Added |
| Balyasny Asset Management LLC | 170,182 | $3.13M | 0.01% | +160,292+1,620.7% | Added |
| Jane Street Group, LLC | 169,005 | $3.11M | 0.00% | +169,005 | New |
| FMR LLC | 151,281 | $2.78M | 0.00% | −913,824−85.8% | Reduced |
| Gillson Capital LP | 128,665 | $2.37M | 0.19% | −40,400−23.9% | Reduced |
| Goldman Sachs Group Inc | 122,832 | $2.26M | 0.00% | +69,529+130.4% | Added |
| Renaissance Technologies LLC | 118,327 | $2.18M | 0.00% | +79,127+201.9% | Added |
| Morgan Stanley | 111,526 | $2.05M | 0.00% | +75,323+208.1% | Added |
| Citadel Advisors LLC | 109,502 | $2.01M | 0.00% | +109,502 | New |
| Millennium Management LLC | 106,906 | $1.97M | 0.00% | +98,631+1,191.9% | Added |
| UBS Group AG | 82,185 | $1.51M | 0.00% | +36,273+79.0% | Added |
| Vanguard Fiduciary Trust Co | 81,983 | $1.51M | 0.00% | +81,983 | New |
| Brasada Capital Management, LP | 72,099 | $1.34M | 0.25% | −88,688−55.2% | Reduced |
| Qube Research & Technologies Ltd | 72,935 | $1.34M | 0.00% | +45,499+165.8% | Added |
| Victory Capital Management Inc | 71,910 | $1.32M | 0.00% | −8,430−10.5% | Reduced |
| Dimensional Fund Advisors LP | 67,612 | $1.24M | 0.00% | +67,612 | New |
| State Street Corp | 66,566 | $1.22M | 0.00% | +2,200+3.4% | Added |
| Point72 Asset Management, L.P. | 64,668 | $1.19M | 0.00% | +64,668 | New |
| Lighthouse Investment Partners, LLC | 59,909 | $1.10M | 0.04% | +59,909 | New |
| Bank of America Corp | 54,111 | $995.1K | 0.00% | +11,415+26.7% | Added |
| Schonfeld Strategic Advisors LLC | 49,699 | $914.0K | 0.01% | +22,851+85.1% | Added |
| XTX Topco Ltd | 45,786 | $842.0K | 0.01% | +45,786 | New |
| HRT Financial LP | 45,555 | $837.0K | 0.00% | +45,555 | New |
| Price T Rowe Associates Inc | 40,459 | $745.0K | 0.00% | +7,441+22.5% | Added |
| TD Asset Management Inc | 40,208 | $739.4K | 0.00% | −27,496−40.6% | Reduced |
| Northern Trust Corp | 40,131 | $738.0K | 0.00% | −21,530−34.9% | Reduced |
| Trexquant Investment LP | 37,379 | $687.4K | 0.00% | +37,379 | New |
| Raymond James Financial Inc | 29,575 | $543.9K | 0.00% | −2,451−7.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 29,396 | $540.6K | 0.09% | +13,144+80.9% | Added |
| Tudor Investment Corp Et Al | 29,165 | $536.3K | 0.00% | +29,165 | New |
| Axq Capital, LP | 28,353 | $521.4K | 0.07% | +28,353 | New |
| Jump Financial, LLC | 23,573 | $433.5K | 0.01% | +23,573 | New |
| State of Wisconsin Investment Board | 23,323 | $428.9K | 0.00% | −2,318−9.0% | Reduced |
| Mangrove Partners | 22,498 | $413.7K | 0.03% | +22,498 | New |
| Magnetar Financial LLC | 21,683 | $398.8K | 0.00% | +21,683 | New |
| Blalock Williams, LLC | 19,933 | $366.6K | 0.28% | +7,991+66.9% | Added |
| 1832 Asset Management L.P. | 16,962 | $311.9K | 0.00% | +1,589+10.3% | Added |
| Squarepoint Ops LLC | 16,878 | $310.4K | 0.00% | +16,878 | New |
| Aquatic Capital Management LLC | 16,235 | $298.6K | 0.01% | +14,715+968.1% | Added |
| Symphony Financial, Ltd. Co. | 15,407 | $285.6K | 0.04% | +15,407 | New |
| Bank of New York Mellon Corp | 14,691 | $270.2K | 0.00% | +2,459+20.1% | Added |
| Envestnet Asset Management Inc | 13,058 | $240.1K | 0.00% | −2,173−14.3% | Reduced |
| SEI Investments Co | 12,473 | $229.4K | 0.00% | −167−1.3% | Reduced |
| Centiva Capital, LP | 10,950 | $201.4K | 0.01% | +10,950 | New |
| Barclays PLC | 10,725 | $197.2K | 0.00% | +10,724+1,072,400.0% | Added |
| American Century Companies Inc | 10,277 | $189.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,000 | $183.9K | 0.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 10,000 | $183.9K | 0.00% | +10,000 | New |
| Quantbot Technologies LP | 7,107 | $130.7K | 0.01% | +7,107 | New |
| Tower Research Capital LLC (TRC) | 7,011 | $128.9K | 0.00% | +7,011 | New |
| Royal Bank of Canada | 6,485 | $119.0K | 0.00% | −693−9.7% | Reduced |
| Vanguard Global Advisers, LLC | 5,907 | $108.6K | 0.00% | +5,907 | New |
| Emerald Mutual Fund Advisers Trust | 4,900 | $90.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,357 | $43.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,068 | $38.0K | 0.00% | −4,306−67.6% | Reduced |
| Russell Investments Group, Ltd. | 1,760 | $32.4K | 0.00% | +339+23.9% | Added |
| BNP Paribas Arbitrage, SA | 1,156 | $21.3K | 0.00% | +1,156 | New |
| Acadian Asset Management LLC | 1,156 | $21.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 896 | $16.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 793 | $14.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 703 | $12.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 555 | $10.2K | 0.00% | −702−55.8% | Reduced |
| Farther Finance Advisors, LLC | 313 | $5.61K | 0.00% | −24−7.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 135 | $2.48K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 123 | $2.16K | 0.00% | +23+23.0% | Added |
| International Assets Investment Management, LLC | 100 | $1.79K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 79 | $1.45K | 0.00% | +79 | New |
| Advisor Group Holdings, Inc. | 50 | $919 | 0.00% | +50 | New |
| Rachor Investment Advisory Services, LLC | 6 | $111 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $55 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 3 | $55 | 0.00% | +3 | New |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −1,081,383−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −255,764−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −116,348−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −57,019−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −20,959−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −19,896−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −15,987−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −11,724−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −10,473−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |