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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 3 | $55 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 3 | $55 | 0.00% | +3 | New |
| Rachor Investment Advisory Services, LLC | 6 | $111 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 50 | $919 | 0.00% | +50 | New |
| Parallel Advisors, LLC | 79 | $1.45K | 0.00% | +79 | New |
| International Assets Investment Management, LLC | 100 | $1.79K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 123 | $2.16K | 0.00% | +23+23.0% | Added |
| Federation des caisses Desjardins du Quebec | 135 | $2.48K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 313 | $5.61K | 0.00% | −24−7.1% | Reduced |
| US Bancorp | 555 | $10.2K | 0.00% | −702−55.8% | Reduced |
| CWM, LLC | 703 | $12.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 793 | $14.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 896 | $16.5K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,156 | $21.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,156 | $21.3K | 0.00% | +1,156 | New |
| Russell Investments Group, Ltd. | 1,760 | $32.4K | 0.00% | +339+23.9% | Added |
| Citigroup Inc | 2,068 | $38.0K | 0.00% | −4,306−67.6% | Reduced |
| Quadrant Capital Group LLC | 2,357 | $43.3K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 4,900 | $90.1K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 5,907 | $108.6K | 0.00% | +5,907 | New |
| Royal Bank of Canada | 6,485 | $119.0K | 0.00% | −693−9.7% | Reduced |
| Tower Research Capital LLC (TRC) | 7,011 | $128.9K | 0.00% | +7,011 | New |
| Quantbot Technologies LP | 7,107 | $130.7K | 0.01% | +7,107 | New |
| Franklin Resources Inc | 10,000 | $183.9K | 0.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 10,000 | $183.9K | 0.00% | +10,000 | New |
| American Century Companies Inc | 10,277 | $189.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 10,725 | $197.2K | 0.00% | +10,724+1,072,400.0% | Added |
| Centiva Capital, LP | 10,950 | $201.4K | 0.01% | +10,950 | New |
| SEI Investments Co | 12,473 | $229.4K | 0.00% | −167−1.3% | Reduced |
| Envestnet Asset Management Inc | 13,058 | $240.1K | 0.00% | −2,173−14.3% | Reduced |
| Bank of New York Mellon Corp | 14,691 | $270.2K | 0.00% | +2,459+20.1% | Added |
| Symphony Financial, Ltd. Co. | 15,407 | $285.6K | 0.04% | +15,407 | New |
| Aquatic Capital Management LLC | 16,235 | $298.6K | 0.01% | +14,715+968.1% | Added |
| Squarepoint Ops LLC | 16,878 | $310.4K | 0.00% | +16,878 | New |
| 1832 Asset Management L.P. | 16,962 | $311.9K | 0.00% | +1,589+10.3% | Added |
| Blalock Williams, LLC | 19,933 | $366.6K | 0.28% | +7,991+66.9% | Added |
| Magnetar Financial LLC | 21,683 | $398.8K | 0.00% | +21,683 | New |
| Mangrove Partners | 22,498 | $413.7K | 0.03% | +22,498 | New |
| State of Wisconsin Investment Board | 23,323 | $428.9K | 0.00% | −2,318−9.0% | Reduced |
| Jump Financial, LLC | 23,573 | $433.5K | 0.01% | +23,573 | New |
| Axq Capital, LP | 28,353 | $521.4K | 0.07% | +28,353 | New |
| Tudor Investment Corp Et Al | 29,165 | $536.3K | 0.00% | +29,165 | New |
| Dynamic Technology Lab Private Ltd | 29,396 | $540.6K | 0.09% | +13,144+80.9% | Added |
| Raymond James Financial Inc | 29,575 | $543.9K | 0.00% | −2,451−7.7% | Reduced |
| Trexquant Investment LP | 37,379 | $687.4K | 0.00% | +37,379 | New |
| Northern Trust Corp | 40,131 | $738.0K | 0.00% | −21,530−34.9% | Reduced |
| TD Asset Management Inc | 40,208 | $739.4K | 0.00% | −27,496−40.6% | Reduced |
| Price T Rowe Associates Inc | 40,459 | $745.0K | 0.00% | +7,441+22.5% | Added |
| HRT Financial LP | 45,555 | $837.0K | 0.00% | +45,555 | New |
| XTX Topco Ltd | 45,786 | $842.0K | 0.01% | +45,786 | New |
| Schonfeld Strategic Advisors LLC | 49,699 | $914.0K | 0.01% | +22,851+85.1% | Added |
| Bank of America Corp | 54,111 | $995.1K | 0.00% | +11,415+26.7% | Added |
| Lighthouse Investment Partners, LLC | 59,909 | $1.10M | 0.04% | +59,909 | New |
| Point72 Asset Management, L.P. | 64,668 | $1.19M | 0.00% | +64,668 | New |
| State Street Corp | 66,566 | $1.22M | 0.00% | +2,200+3.4% | Added |
| Dimensional Fund Advisors LP | 67,612 | $1.24M | 0.00% | +67,612 | New |
| Victory Capital Management Inc | 71,910 | $1.32M | 0.00% | −8,430−10.5% | Reduced |
| Qube Research & Technologies Ltd | 72,935 | $1.34M | 0.00% | +45,499+165.8% | Added |
| Brasada Capital Management, LP | 72,099 | $1.34M | 0.25% | −88,688−55.2% | Reduced |
| Vanguard Fiduciary Trust Co | 81,983 | $1.51M | 0.00% | +81,983 | New |
| UBS Group AG | 82,185 | $1.51M | 0.00% | +36,273+79.0% | Added |
| Millennium Management LLC | 106,906 | $1.97M | 0.00% | +98,631+1,191.9% | Added |
| Citadel Advisors LLC | 109,502 | $2.01M | 0.00% | +109,502 | New |
| Morgan Stanley | 111,526 | $2.05M | 0.00% | +75,323+208.1% | Added |
| Renaissance Technologies LLC | 118,327 | $2.18M | 0.00% | +79,127+201.9% | Added |
| Goldman Sachs Group Inc | 122,832 | $2.26M | 0.00% | +69,529+130.4% | Added |
| Gillson Capital LP | 128,665 | $2.37M | 0.19% | −40,400−23.9% | Reduced |
| FMR LLC | 151,281 | $2.78M | 0.00% | −913,824−85.8% | Reduced |
| Jane Street Group, LLC | 169,005 | $3.11M | 0.00% | +169,005 | New |
| Balyasny Asset Management LLC | 170,182 | $3.13M | 0.01% | +160,292+1,620.7% | Added |
| Ascent Group, LLC | 174,442 | $3.21M | 0.11% | +72,040+70.4% | Added |
| Geode Capital Management, LLC | 182,092 | $3.35M | 0.00% | −54,068−22.9% | Reduced |
| BlackRock, Inc. | 187,337 | $3.45M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 205,213 | $3.77M | 0.00% | +172,299+523.5% | Added |
| Alyeska Investment Group, L.P. | 215,778 | $3.97M | 0.01% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 223,639 | $4.11M | 0.05% | −14,881−6.2% | Reduced |
| Marshall Wace, LLP | 266,828 | $4.91M | 0.01% | +266,828 | New |
| Nuveen, LLC | 495,092 | $9.10M | 0.00% | 00.0% | Unchanged |
| Central Securities Corp | 500,000 | $9.20M | 0.76% | +25,000+5.3% | Added |
| Riverbridge Partners LLC | 549,614 | $10.1M | 0.25% | −44,130−7.4% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 552,107 | $10.2M | 0.37% | +220,596+66.5% | Added |
| Vanguard Capital Management LLC | 570,537 | $10.5M | 0.00% | +570,537 | New |
| Capital International Investors | 1,065,732 | $19.6M | 0.00% | +107,242+11.2% | Added |
| Bamco Inc | 1,135,099 | $20.9M | 0.06% | +180,636+18.9% | Added |
| T. Rowe Price Investment Management, Inc. | 2,099,298 | $38.6M | 0.03% | −748,421−26.3% | Reduced |
| 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 |