TWFG, Inc.

TWFG

Exchange: Nasdaq
Industry: Insurance Agents, Brokers & Service
SEC CIK: 0002007596

SEC filings (opens in a new tab)

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.

Q1 2026 vs. Q4 2025

How the institutions holding TWFG, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of TWFG: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	70	1	85	+16
Shares	12.1M	654.6K	11.0M	−458.3K (−4.0%)
Value	$349.3M	$18.8M	$202.9M	−$127.6M (−38.6%)

1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held TWFG, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to TWFG in Q1 2026
Institution	Shares	Value	% of portfolio
Vanguard Capital Management LLC	570,537	$10.5M	0.00%
Marshall Wace, LLP	266,828	$4.91M	0.01%
Jane Street Group, LLC	169,005	$3.11M	0.00%
Citadel Advisors LLC	109,502	$2.01M	0.00%
Vanguard Fiduciary Trust Co	81,983	$1.51M	0.00%
Dimensional Fund Advisors LP	67,612	$1.24M	0.00%
Point72 Asset Management, L.P.	64,668	$1.19M	0.00%
Lighthouse Investment Partners, LLC	59,909	$1.10M	0.04%
XTX Topco Ltd	45,786	$842.0K	0.01%
HRT Financial LP	45,555	$837.0K	0.00%
Trexquant Investment LP	37,379	$687.4K	0.00%
Tudor Investment Corp Et Al	29,165	$536.3K	0.00%
Axq Capital, LP	28,353	$521.4K	0.07%
Jump Financial, LLC	23,573	$433.5K	0.01%
Mangrove Partners	22,498	$413.7K	0.03%
Magnetar Financial LLC	21,683	$398.8K	0.00%
Squarepoint Ops LLC	16,878	$310.4K	0.00%
Symphony Financial, Ltd. Co.	15,407	$285.6K	0.04%
Centiva Capital, LP	10,950	$201.4K	0.01%
Americana Partners, LLC	10,000	$183.9K	0.00%
Quantbot Technologies LP	7,107	$130.7K	0.01%
Tower Research Capital LLC (TRC)	7,011	$128.9K	0.00%
Vanguard Global Advisers, LLC	5,907	$108.6K	0.00%
BNP Paribas Arbitrage, SA	1,156	$21.3K	0.00%
Parallel Advisors, LLC	79	$1.45K	0.00%
Advisor Group Holdings, Inc.	50	$919	0.00%
SRS Capital Advisors, Inc.	3	$55	0.00%
Caitong International Asset Management Co., Ltd	3	$55	0.00%

Sold out (12)

Institutions that held TWFG, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of TWFG in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Alliancebernstein L.P.	1,081,383	$31.1M
Lord, Abbett & Co. LLC	255,764	$7.36M
Grandeur Peak Global Advisors, LLC	116,348	$3.35M
Royce & Associates LP	57,019	$1.64M
Ghisallo Capital Management LLC	50,000	$1.44M
ExodusPoint Capital Management, LP	20,959	$603.0K
Blair William & Co	19,896	$572.4K
Dockside LLC	15,987	$459.9K
Susquehanna Fundamental Investments, LLC	11,724	$337.3K
Susquehanna Portfolio Strategies, LLC	10,473	$301.3K
Aster Capital Management (DIFC) Ltd	30	$863
GAMMA Investing LLC	9	$259

Not filed for Q1 2026 yet (1)

Institutions that held TWFG, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TWFG in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	654,631	$18.8M