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, Q2 2026
Institutional positions in TWFG, Inc. as of Jun 30, 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
- 81
- −3 vs. Q1 2026
- Shares held
- 9.11M
- −1.92M (−17.4%) vs. Q1 2026
- Total value
- $219.1M
- +$16.2M (+8.0%) vs. Q1 2026
- New holders
- 11
- 34 more added
- Sold out
- 14
- 24 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding TWFG, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2 | $48 | 0.00% | −7,009−100.0% | Reduced |
| SRS Capital Advisors, Inc. | 9 | $216 | 0.00% | +6+200.0% | Added |
| Caitong International Asset Management Co., Ltd | 26 | $625 | 0.00% | +23+766.7% | Added |
| Advisor Group Holdings, Inc. | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 58 | $1.40K | 0.00% | +58 | New |
| Parallel Advisors, LLC | 79 | $1.90K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 96 | $2.31K | 0.00% | +96 | New |
| Quarry LP | 121 | $2.91K | 0.00% | +121 | New |
| Federation des caisses Desjardins du Quebec | 135 | $3.25K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 131 | $3.29K | 0.00% | +31+31.0% | Added |
| Jones Financial Companies LLLP | 273 | $6.46K | 0.00% | +150+122.0% | Added |
| Farther Finance Advisors, LLC | 313 | $7.53K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 328 | $7.89K | 0.00% | +328 | New |
| The PNC Financial Services Group, Inc. | 500 | $12.0K | 0.00% | −293−36.9% | Reduced |
| US Bancorp | 555 | $13.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 592 | $14.2K | 0.00% | +592 | New |
| Citigroup Inc | 675 | $16.2K | 0.00% | −1,393−67.4% | Reduced |
| Fifth Third Bancorp | 896 | $21.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,119 | $26.9K | 0.00% | −150,162−99.3% | Reduced |
| Wells Fargo & Company | 1,127 | $27.1K | 0.00% | +1,127 | New |
| Russell Investments Group, Ltd. | 1,985 | $47.7K | 0.00% | +225+12.8% | Added |
| Emerald Mutual Fund Advisers Trust | 4,900 | $117.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 5,907 | $142.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,391 | $153.0K | 0.00% | −94−1.4% | Reduced |
| Gsa Capital Partners LLP | 8,996 | $216.0K | 0.01% | +8,996 | New |
| Americana Partners, LLC | 10,000 | $240.5K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 10,169 | $244.6K | 0.01% | −6,066−37.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 10,228 | $246.0K | 0.00% | +10,228 | New |
| American Century Companies Inc | 10,430 | $250.8K | 0.00% | +153+1.5% | Added |
| Barclays PLC | 10,563 | $254.0K | 0.00% | −162−1.5% | Reduced |
| Walleye Capital LLC | 10,885 | $261.8K | 0.00% | +10,885 | New |
| Jump Financial, LLC | 11,374 | $273.5K | 0.00% | −12,199−51.7% | Reduced |
| BNP Paribas Arbitrage, SA | 11,493 | $276.4K | 0.00% | +10,337+894.2% | Added |
| Bank of New York Mellon Corp | 13,577 | $326.5K | 0.00% | −1,114−7.6% | Reduced |
| Dockside LLC | 13,852 | $333.1K | 0.08% | +13,852 | New |
| Mangrove Partners | 15,091 | $362.9K | 0.02% | −7,407−32.9% | Reduced |
| Envestnet Asset Management Inc | 16,145 | $388.3K | 0.00% | +3,087+23.6% | Added |
| Centiva Capital, LP | 18,559 | $446.3K | 0.02% | +7,609+69.5% | Added |
| Brasada Capital Management, LP | 19,419 | $467.0K | 0.08% | −52,680−73.1% | Reduced |
| State of Wisconsin Investment Board | 21,008 | $505.2K | 0.00% | −2,315−9.9% | Reduced |
| Blalock Williams, LLC | 22,911 | $551.0K | 0.36% | +2,978+14.9% | Added |
| D. E. Shaw & Co., Inc. | 28,178 | $677.7K | 0.00% | +28,178 | New |
| Dynamic Technology Lab Private Ltd | 28,404 | $683.0K | 0.15% | −992−3.4% | Reduced |
| Quantbot Technologies LP | 28,534 | $686.2K | 0.03% | +21,427+301.5% | Added |
| Northern Trust Corp | 31,116 | $748.3K | 0.00% | −9,015−22.5% | Reduced |
| Raymond James Financial Inc | 31,350 | $754.0K | 0.00% | +1,775+6.0% | Added |
| Symphony Financial, Ltd. Co. | 39,089 | $942.4K | 0.10% | +23,682+153.7% | Added |
| UBS Group AG | 43,698 | $1.05M | 0.00% | −38,487−46.8% | Reduced |
| Price T Rowe Associates Inc | 45,064 | $1.08M | 0.00% | +4,605+11.4% | Added |
| Millennium Management LLC | 60,048 | $1.44M | 0.00% | −46,858−43.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 61,728 | $1.48M | 0.01% | +12,029+24.2% | Added |
| State Street Corp | 66,566 | $1.60M | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 67,439 | $1.62M | 0.02% | +21,653+47.3% | Added |
| Qube Research & Technologies Ltd | 68,450 | $1.65M | 0.00% | −4,485−6.1% | Reduced |
| Vanguard Fiduciary Trust Co | 82,554 | $1.99M | 0.00% | +571+0.7% | Added |
| Victory Capital Management Inc | 82,675 | $1.99M | 0.00% | +10,765+15.0% | Added |
| Bank of America Corp | 84,570 | $2.03M | 0.00% | +30,459+56.3% | Added |
| Trexquant Investment LP | 87,370 | $2.10M | 0.01% | +49,991+133.7% | Added |
| Dimensional Fund Advisors LP | 93,734 | $2.25M | 0.00% | +26,122+38.6% | Added |
| Tudor Investment Corp Et Al | 102,591 | $2.47M | 0.01% | +73,426+251.8% | Added |
| Goldman Sachs Group Inc | 114,678 | $2.76M | 0.00% | −8,154−6.6% | Reduced |
| Morgan Stanley | 127,879 | $3.08M | 0.00% | +16,353+14.7% | Added |
| Point72 Asset Management, L.P. | 135,139 | $3.25M | 0.00% | +70,471+109.0% | Added |
| Gillson Capital LP | 148,665 | $3.58M | 0.21% | +20,000+15.5% | Added |
| Renaissance Technologies LLC | 149,900 | $3.61M | 0.00% | +31,573+26.7% | Added |
| Geode Capital Management, LLC | 174,213 | $4.19M | 0.00% | −7,879−4.3% | Reduced |
| Ascent Group, LLC | 212,310 | $5.11M | 0.15% | +37,868+21.7% | Added |
| Citadel Advisors LLC | 214,589 | $5.16M | 0.00% | +105,087+96.0% | Added |
| Alyeska Investment Group, L.P. | 215,778 | $5.19M | 0.01% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 221,180 | $5.32M | 0.05% | −2,459−1.1% | Reduced |
| BlackRock, Inc. | 222,376 | $5.35M | 0.00% | +35,039+18.7% | Added |
| Riverbridge Partners LLC | 332,658 | $8.00M | 0.22% | −216,956−39.5% | Reduced |
| Jane Street Group, LLC | 353,216 | $8.49M | 0.01% | +184,211+109.0% | Added |
| Two Sigma Investments, LP | 372,365 | $8.96M | 0.01% | +167,152+81.5% | Added |
| Marshall Wace, LLP | 408,732 | $9.83M | 0.01% | +141,904+53.2% | Added |
| Vanguard Capital Management LLC | 489,244 | $11.8M | 0.00% | −81,293−14.2% | Reduced |
| Central Securities Corp | 500,000 | $12.0M | 0.90% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 652,452 | $15.7M | 0.53% | +100,345+18.2% | Added |
| T. Rowe Price Investment Management, Inc. | 753,680 | $18.1M | 0.01% | −1,345,618−64.1% | Reduced |
| Franklin Resources Inc | 781,912 | $18.8M | 0.00% | +771,912+7,719.1% | Added |
| Bamco Inc | 1,135,091 | $27.3M | 0.04% | −80.0% | Reduced |
| Capital International Investors | 0 | $0 | 0.00% | −1,065,732−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −495,092−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −170,182−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −59,909−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −45,555−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −40,208−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −28,353−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −21,683−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −16,962−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,878−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −12,473−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −2,357−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,156−100.0% | Sold out |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |