TWFG, Inc.
TWFG- 交易所
- Nasdaq
- 產業
- Insurance Agents, Brokers & Service
- SEC CIK
- 0002007596
近 90 天，TWFG, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 81 家機構在 13F 申報持有，市值合計 $2.19 億；大師中只有吉維尼資本持有。
2025 年第 1 季 13F 持有人
TWFG, Inc. 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，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
- 70
- 較 2024 年第 4 季 −4 家
- 持有股數
- 1,170 萬
- 較 2024 年第 4 季 +55.8 萬 (+5.0%)
- 總市值
- $3.61 億
- 較 2024 年第 4 季 +$1,847 萬 (+5.4%)
- 新進機構
- 11
- 另有 22 家加碼
- 清倉機構
- 15
- 另有 28 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 TWFG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 81 | $2.19 億 |
| 2026 年第 1 季 | 85 | $2.03 億 |
| 2025 年第 4 季 | 70 | $3.49 億 |
| 2025 年第 3 季 | 67 | $3.34 億 |
| 2025 年第 2 季 | 81 | $4.06 億 |
| 2025 年第 1 季 | 70 | $3.61 億 |
| 2024 年第 4 季 | 76 | $3.65 億 |
| 2024 年第 3 季 | 63 | $3.28 億 |
| 2024 年第 2 季 | 0 | $0 |
| 2024 年第 1 季 | 0 | $0 |
| 2023 年第 4 季 | 0 | $0 |
| 2023 年第 3 季 | 0 | $0 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2025 年第 1 季持有機構
每家機構持有 TWFG, Inc. 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,988,671 | $6,147 萬 | 0.04% | +434,997+28.0% | 加碼 |
| Alliancebernstein L.P. | 1,170,377 | $3,618 萬 | 0.01% | +159,155+15.7% | 加碼 |
| Capital International Investors | 878,807 | $2,716 萬 | 0.01% | 00.0% | 不變 |
| FMR LLC | 878,494 | $2,715 萬 | 0.00% | −186,282−17.5% | 減碼 |
| Bamco Inc | 867,824 | $2,682 萬 | 0.08% | −3,837−0.4% | 減碼 |
| Vanguard Group Inc | 621,151 | $1,920 萬 | 0.00% | +4,252+0.7% | 加碼 |
| Nuveen, LLC | 501,491 | $1,550 萬 | 0.00% | +501,491 | 新進 |
| American Century Companies Inc | 420,881 | $1,301 萬 | 0.01% | −139,086−24.8% | 減碼 |
| Driehaus Capital Management LLC | 379,496 | $1,173 萬 | 0.11% | −1,429−0.4% | 減碼 |
| Alyeska Investment Group, L.P. | 263,324 | $813.9 萬 | 0.03% | +35,357+15.5% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 242,055 | $748.2 萬 | 0.10% | −878−0.4% | 減碼 |
| Victory Capital Management Inc | 219,490 | $678.4 萬 | 0.01% | +219,490 | 新進 |
| Geode Capital Management, LLC | 208,128 | $643.5 萬 | 0.00% | +72,226+53.1% | 加碼 |
| BlackRock, Inc. | 182,839 | $565.2 萬 | 0.00% | +173+0.1% | 加碼 |
| Freestone Grove Partners LP | 178,691 | $552.3 萬 | 0.06% | −13,866−7.2% | 減碼 |
| Balyasny Asset Management LLC | 156,154 | $482.7 萬 | 0.01% | +5,473+3.6% | 加碼 |
| Marshall Wace, LLP | 151,888 | $469.5 萬 | 0.01% | −500−0.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 150,000 | $463.6 萬 | 0.01% | 00.0% | 不變 |
| Gillson Capital LP | 147,499 | $455.9 萬 | 0.39% | +8,499+6.1% | 加碼 |
| ExodusPoint Capital Management, LP | 131,934 | $407.8 萬 | 0.05% | +32,812+33.1% | 加碼 |
| Ghisallo Capital Management LLC | 120,000 | $370.9 萬 | 0.32% | 00.0% | 不變 |
| UBS Group AG | 118,176 | $365.3 萬 | 0.00% | −43,340−26.8% | 減碼 |
| Next Century Growth Investors LLC | 107,736 | $333.0 萬 | 0.30% | −378−0.3% | 減碼 |
| Alberta Investment Management Corp | 103,697 | $320.5 萬 | 0.02% | −20,765−16.7% | 減碼 |
| Lighthouse Investment Partners, LLC | 96,603 | $298.6 萬 | 0.14% | −30,152−23.8% | 減碼 |
| Renaissance Technologies LLC | 96,444 | $298.1 萬 | 0.00% | −9,856−9.3% | 減碼 |
| Morgan Stanley | 93,974 | $290.5 萬 | 0.00% | +20,591+28.1% | 加碼 |
| Lord, Abbett & Co. LLC | 88,449 | $273.4 萬 | 0.01% | −345−0.4% | 減碼 |
| Two Sigma Investments, LP | 83,278 | $257.4 萬 | 0.01% | −4,298−4.9% | 減碼 |
| Qube Research & Technologies Ltd | 78,815 | $243.6 萬 | 0.00% | −13,851−14.9% | 減碼 |
| Tudor Investment Corp Et Al | 70,724 | $218.6 萬 | 0.02% | −6,462−8.4% | 減碼 |
| Acadian Asset Management LLC | 68,211 | $210.5 萬 | 0.01% | +43,535+176.4% | 加碼 |
| Royce & Associates LP | 57,017 | $176.2 萬 | 0.02% | +170.0% | 加碼 |
| Citadel Advisors LLC | 56,866 | $175.8 萬 | 0.00% | −14,680−20.5% | 減碼 |
| Millennium Management LLC | 55,826 | $172.6 萬 | 0.00% | −23,935−30.0% | 減碼 |
| State Street Corp | 54,715 | $169.1 萬 | 0.00% | +950+1.8% | 加碼 |
| TD Asset Management Inc | 52,942 | $163.6 萬 | 0.00% | +10,666+25.2% | 加碼 |
| Woodline Partners LP | 51,674 | $159.7 萬 | 0.01% | −10,326−16.7% | 減碼 |
| Two Sigma Advisers, LP | 49,600 | $153.3 萬 | 0.00% | +6,200+14.3% | 加碼 |
| Ascent Group, LLC | 43,883 | $135.6 萬 | 0.06% | +24,887+131.0% | 加碼 |
| Goldman Sachs Group Inc | 40,696 | $125.8 萬 | 0.00% | −289,711−87.7% | 減碼 |
| Northern Trust Corp | 32,162 | $99.4 萬 | 0.00% | +7,317+29.5% | 加碼 |
| Blair William & Co | 31,336 | $96.9 萬 | 0.00% | +31,336 | 新進 |
| LPL Financial LLC | 30,729 | $95.0 萬 | 0.00% | −442−1.4% | 減碼 |
| Seven Grand Managers, LLC | 30,000 | $92.7 萬 | 0.22% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 28,437 | $87.9 萬 | 0.00% | −12,062−29.8% | 減碼 |
| JPMorgan Chase & Co | 27,398 | $84.7 萬 | 0.00% | +14,083+105.8% | 加碼 |
| State of Wisconsin Investment Board | 22,610 | $69.9 萬 | 0.00% | +492+2.2% | 加碼 |
| Trexquant Investment LP | 18,377 | $56.8 萬 | 0.01% | +18,377 | 新進 |
| PDT Partners, LLC | 16,887 | $52.2 萬 | 0.04% | +692+4.3% | 加碼 |
| 1832 Asset Management L.P. | 15,821 | $48.9 萬 | 0.00% | −67,211−80.9% | 減碼 |
| Bank of America Corp | 13,072 | $40.4 萬 | 0.00% | +9,238+240.9% | 加碼 |
| Boothbay Fund Management, LLC | 12,700 | $39.3 萬 | 0.01% | −862−6.4% | 減碼 |
| Graham Capital Management, L.P. | 10,044 | $31.0 萬 | 0.01% | +10,044 | 新進 |
| Franklin Resources Inc | 10,000 | $30.9 萬 | 0.00% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 9,318 | $28.4 萬 | 0.04% | +76+0.8% | 加碼 |
| Walleye Capital LLC | 8,498 | $26.3 萬 | 0.00% | +8,498 | 新進 |
| SEI Investments Co | 8,153 | $25.2 萬 | 0.00% | −5,004−38.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 8,145 | $25.2 萬 | 0.00% | +8,145 | 新進 |
| BNP Paribas Arbitrage, SA | 7,484 | $23.1 萬 | 0.00% | +7,484 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 6,752 | $20.9 萬 | 0.01% | −1,160−14.7% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 4,900 | $15.1 萬 | 0.01% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 4,062 | $12.3 萬 | 0.02% | +4,062 | 新進 |
| State of Wyoming | 3,653 | $11.3 萬 | 0.01% | +3,653 | 新進 |
| Quantbot Technologies LP | 2,658 | $8.22 萬 | 0.00% | −2,749−50.8% | 減碼 |
| Royal Bank of Canada | 1,360 | $4.20 萬 | 0.00% | −5,803−81.0% | 減碼 |
| CWM, LLC | 1,000 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 500 | $1.55 萬 | 0.00% | 00.0% | 不變 |
| Rakuten Investment Management, Inc. | 500 | $1.52 萬 | 0.00% | +500 | 新進 |
| MCF Advisors LLC | 133 | $4,112 | 0.00% | 00.0% | 不變 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −63,000−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −60,000−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −22,343−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,390−100.0% | 清倉 |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −10,997−100.0% | 清倉 |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −11,049−100.0% | 清倉 |
| Norges Bank | 0 | $0 | 0.00% | −9,631−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −9,153−100.0% | 清倉 |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −6,866−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,552−100.0% | 清倉 |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3,233−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −2,800−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −510−100.0% | 清倉 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |