TWFG, Inc.
TWFG- 交易所
- Nasdaq
- 產業
- Insurance Agents, Brokers & Service
- SEC CIK
- 0002007596
13F 持有人：2026 年第 2 季
持倉截至 2026/6/30。
管理 1 億美元以上美股的投資機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 81
- 較 2026 年第 1 季 −4
- 持有股數
- 911.02 萬
- 較 2026 年第 1 季 −192.29 萬 (−17.4%)
- 總市值
- $2.19 億
- 較 2026 年第 1 季 +$1,618.66 萬 (+8.0%)
歷年持有家數
2024 年第 3 季 63 家 → 2026 年第 2 季 81 家
看各季數字
| 季度 | 家數 |
|---|---|
| 2026 年第 2 季 | 81 |
| 2026 年第 1 季 | 85 |
| 2025 年第 4 季 | 70 |
| 2025 年第 3 季 | 67 |
| 2025 年第 2 季 | 81 |
| 2025 年第 1 季 | 70 |
| 2024 年第 4 季 | 76 |
| 2024 年第 3 季 | 63 |
持有機構
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | 1,135,091 | $2,729.89 萬 | 0.04% | −80.0% | 減碼 |
| FRANKLIN RESOURCES INC | 781,912 | $1,880.5 萬 | 0.00% | +771,912+7,719.1% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 753,680 | $1,812.7 萬 | 0.01% | −1,345,618−64.1% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 652,452 | $1,569.15 萬 | 0.53% | +100,345+18.2% | 加碼 |
| CENTRAL SECURITIES CORP | 500,000 | $1,202.5 萬 | 0.90% | 00.0% | 不變 |
| VANGUARD CAPITAL MANAGEMENT LLC | 489,244 | $1,176.63 萬 | 0.00% | −81,293−14.2% | 減碼 |
| MARSHALL WACE, LLP | 408,732 | $983 萬 | 0.01% | +141,904+53.2% | 加碼 |
| TWO SIGMA INVESTMENTS, LP | 372,365 | $895.54 萬 | 0.01% | +167,152+81.5% | 加碼 |
| JANE STREET GROUP, LLC | 353,216 | $849.48 萬 | 0.01% | +184,211+109.0% | 加碼 |
| RIVERBRIDGE PARTNERS LLC | 332,658 | $800.04 萬 | 0.22% | −216,956−39.5% | 減碼 |
| BlackRock, Inc. | 222,376 | $534.81 萬 | 0.00% | +35,039+18.7% | 加碼 |
| GILDER GAGNON HOWE & CO LLC | 221,180 | $531.94 萬 | 0.05% | −2,459−1.1% | 減碼 |
| Alyeska Investment Group, L.P. | 215,778 | $518.95 萬 | 0.01% | 00.0% | 不變 |
| CITADEL ADVISORS LLC | 214,589 | $516.09 萬 | 0.00% | +105,087+96.0% | 加碼 |
| Ascent Group, LLC | 212,310 | $510.61 萬 | 0.15% | +37,868+21.7% | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 174,213 | $419.24 萬 | 0.00% | −7,879−4.3% | 減碼 |
| RENAISSANCE TECHNOLOGIES LLC | 149,900 | $360.51 萬 | 0.00% | +31,573+26.7% | 加碼 |
| Gillson Capital LP | 148,665 | $357.5 萬 | 0.21% | +20,000+15.5% | 加碼 |
| Point72 Asset Management, L.P. | 135,139 | $325.01 萬 | 0.00% | +70,471+109.0% | 加碼 |
| MORGAN STANLEY | 127,879 | $307.55 萬 | 0.00% | +16,353+14.7% | 加碼 |
| GOLDMAN SACHS GROUP INC | 114,678 | $275.8 萬 | 0.00% | −8,154−6.6% | 減碼 |
| Tudor Investment Corp Et Al | 102,591 | $246.73 萬 | 0.01% | +73,426+251.8% | 加碼 |
| DIMENSIONAL FUND ADVISORS LP | 93,734 | $225.43 萬 | 0.00% | +26,122+38.6% | 加碼 |
| Trexquant Investment LP | 87,370 | $210.12 萬 | 0.01% | +49,991+133.7% | 加碼 |
| BANK OF AMERICA CORP /DE/ | 84,570 | $203.39 萬 | 0.00% | +30,459+56.3% | 加碼 |
| VICTORY CAPITAL MANAGEMENT INC | 82,675 | $198.83 萬 | 0.00% | +10,765+15.0% | 加碼 |
| VANGUARD FIDUCIARY TRUST CO | 82,554 | $198.54 萬 | 0.00% | +571+0.7% | 加碼 |
| Qube Research & Technologies Ltd | 68,450 | $164.62 萬 | 0.00% | −4,485−6.1% | 減碼 |
| XTX Topco Ltd | 67,439 | $162.19 萬 | 0.02% | +21,653+47.3% | 加碼 |
| STATE STREET CORP | 66,566 | $160.09 萬 | 0.00% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 61,728 | $148.46 萬 | 0.01% | +12,029+24.2% | 加碼 |
| MILLENNIUM MANAGEMENT LLC | 60,048 | $144.42 萬 | 0.00% | −46,858−43.8% | 減碼 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 45,064 | $108.4 萬 | 0.00% | +4,605+11.4% | 加碼 |
| UBS Group AG | 43,698 | $105.09 萬 | 0.00% | −38,487−46.8% | 減碼 |
| Symphony Financial, Ltd. Co. | 39,089 | $94.24 萬 | 0.10% | +23,682+153.7% | 加碼 |
| RAYMOND JAMES FINANCIAL INC | 31,350 | $75.4 萬 | 0.00% | +1,775+6.0% | 加碼 |
| NORTHERN TRUST CORP | 31,116 | $74.83 萬 | 0.00% | −9,015−22.5% | 減碼 |
| Quantbot Technologies LP | 28,534 | $68.62 萬 | 0.03% | +21,427+301.5% | 加碼 |
| Dynamic Technology Lab Private Ltd | 28,404 | $68.3 萬 | 0.15% | −992−3.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 28,178 | $67.77 萬 | 0.00% | +28,178 | 新進 |
| BLALOCK WILLIAMS, LLC | 22,911 | $55.1 萬 | 0.36% | +2,978+14.9% | 加碼 |
| STATE OF WISCONSIN INVESTMENT BOARD | 21,008 | $50.52 萬 | 0.00% | −2,315−9.9% | 減碼 |
| BRASADA CAPITAL MANAGEMENT, LP | 19,419 | $46.7 萬 | 0.08% | −52,680−73.1% | 減碼 |
| Centiva Capital, LP | 18,559 | $44.63 萬 | 0.02% | +7,609+69.5% | 加碼 |
| ENVESTNET ASSET MANAGEMENT INC | 16,145 | $38.83 萬 | 0.00% | +3,087+23.6% | 加碼 |
| MANGROVE PARTNERS | 15,091 | $36.29 萬 | 0.02% | −7,407−32.9% | 減碼 |
| Dockside LLC | 13,852 | $33.31 萬 | 0.08% | +13,852 | 新進 |
| Bank of New York Mellon Corp | 13,577 | $32.65 萬 | 0.00% | −1,114−7.6% | 減碼 |
| BNP PARIBAS ARBITRAGE, SA | 11,493 | $27.64 萬 | 0.00% | +10,337+894.2% | 加碼 |
| Jump Financial, LLC | 11,374 | $27.35 萬 | 0.00% | −12,199−51.7% | 減碼 |
| Walleye Capital LLC | 10,885 | $26.18 萬 | 0.00% | +10,885 | 新進 |
| BARCLAYS PLC | 10,563 | $25.4 萬 | 0.00% | −162−1.5% | 減碼 |
| AMERICAN CENTURY COMPANIES INC | 10,430 | $25.08 萬 | 0.00% | +153+1.5% | 加碼 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 10,228 | $24.6 萬 | 0.00% | +10,228 | 新進 |
| Aquatic Capital Management LLC | 10,169 | $24.46 萬 | 0.01% | −6,066−37.4% | 減碼 |
| Americana Partners, LLC | 10,000 | $24.05 萬 | 0.01% | 00.0% | 不變 |
| GSA CAPITAL PARTNERS LLP | 8,996 | $21.6 萬 | 0.01% | +8,996 | 新進 |
| ROYAL BANK OF CANADA | 6,391 | $15.3 萬 | 0.00% | −94−1.4% | 減碼 |
| Vanguard Global Advisers, LLC | 5,907 | $14.21 萬 | 0.00% | 00.0% | 不變 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 4,900 | $11.78 萬 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 1,985 | $4.77 萬 | 0.00% | +225+12.8% | 加碼 |
| WELLS FARGO & COMPANY/MN | 1,127 | $2.71 萬 | 0.00% | +1,127 | 新進 |
| FMR LLC | 1,119 | $2.69 萬 | 0.00% | −150,162−99.3% | 減碼 |
| FIFTH THIRD BANCORP | 896 | $2.15 萬 | 0.00% | 00.0% | 不變 |
| CITIGROUP INC | 675 | $1.62 萬 | 0.00% | −1,393−67.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 592 | $1.42 萬 | 0.00% | +592 | 新進 |
| US BANCORP \DE\ | 555 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 500 | $1.2 萬 | 0.00% | −293−36.9% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 328 | $7,888 | 0.00% | +328 | 新進 |
| Farther Finance Advisors, LLC | 313 | $7,530 | 0.00% | 00.0% | 不變 |
| JONES FINANCIAL COMPANIES LLLP | 273 | $6,462 | 0.00% | +150+122.0% | 加碼 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 131 | $3,287 | 0.00% | +31+31.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 135 | $3,247 | 0.00% | 00.0% | 不變 |
| Quarry LP | 121 | $2,910 | 0.00% | +121 | 新進 |
| GAMMA Investing LLC | 96 | $2,309 | 0.00% | +96 | 新進 |
| Parallel Advisors, LLC | 79 | $1,900 | 0.00% | 00.0% | 不變 |
| JPMORGAN CHASE & CO | 58 | $1,398 | 0.00% | +58 | 新進 |
| ADVISOR GROUP HOLDINGS, INC. | 50 | $1,202 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 26 | $625 | 0.00% | +23+766.7% | 加碼 |
| SRS Capital Advisors, Inc. | 9 | $216 | 0.00% | +6+200.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 2 | $48 | 0.00% | −7,009−100.0% | 減碼 |
| Capital International Investors | 0 | $0 | 0.00% | −1,065,732−100.0% | 清倉 |
| Nuveen, LLC | 0 | $0 | 0.00% | −495,092−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −170,182−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −59,909−100.0% | 清倉 |
| HRT FINANCIAL LP | 0 | $0 | 0.00% | −45,555−100.0% | 清倉 |
| TD ASSET MANAGEMENT INC | 0 | $0 | 0.00% | −40,208−100.0% | 清倉 |
| AXQ CAPITAL, LP | 0 | $0 | 0.00% | −28,353−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −21,683−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −16,962−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,878−100.0% | 清倉 |
| SEI INVESTMENTS CO | 0 | $0 | 0.00% | −12,473−100.0% | 清倉 |
| QUADRANT CAPITAL GROUP LLC | 0 | $0 | 0.00% | −2,357−100.0% | 清倉 |
| ACADIAN ASSET MANAGEMENT LLC | 0 | $0 | 0.00% | −1,156−100.0% | 清倉 |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |