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 2 季 13F 持有人
TWFG, Inc. 在 2025/6/30 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
- 81
- 較 2025 年第 1 季 +12 家
- 持有股數
- 1,160 萬
- 較 2025 年第 1 季 −9.72 萬 (−0.8%)
- 總市值
- $4.06 億
- 較 2025 年第 1 季 +$4,443 萬 (+12.3%)
- 新進機構
- 22
- 另有 32 家加碼
- 清倉機構
- 10
- 另有 22 家減碼
另有 1 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 2,455,370 | $8,594 萬 | 0.05% | +466,699+23.5% | 加碼 |
| Alliancebernstein L.P. | 1,172,985 | $4,105 萬 | 0.01% | +2,608+0.2% | 加碼 |
| FMR LLC | 968,068 | $3,388 萬 | 0.00% | +89,574+10.2% | 加碼 |
| Bamco Inc | 902,061 | $3,157 萬 | 0.09% | +34,237+3.9% | 加碼 |
| Vanguard Group Inc | 619,991 | $2,170 萬 | 0.00% | −1,160−0.2% | 減碼 |
| Capital International Investors | 515,409 | $1,804 萬 | 0.00% | −363,398−41.4% | 減碼 |
| Nuveen, LLC | 499,772 | $1,749 萬 | 0.00% | −1,719−0.3% | 減碼 |
| Driehaus Capital Management LLC | 377,138 | $1,320 萬 | 0.11% | −2,358−0.6% | 減碼 |
| Riverbridge Partners LLC | 344,267 | $1,205 萬 | 0.19% | +344,267 | 新進 |
| Lord, Abbett & Co. LLC | 245,507 | $859.3 萬 | 0.03% | +157,058+177.6% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 240,356 | $841.2 萬 | 0.09% | −1,699−0.7% | 減碼 |
| Victory Capital Management Inc | 223,298 | $781.5 萬 | 0.01% | +3,808+1.7% | 加碼 |
| Alyeska Investment Group, L.P. | 211,586 | $740.6 萬 | 0.03% | −51,738−19.6% | 減碼 |
| BlackRock, Inc. | 187,468 | $656.1 萬 | 0.00% | +4,629+2.5% | 加碼 |
| Giverny Capital Inc.大師吉維尼資本 | 177,848 | $622.5 萬 | 0.21% | +177,848 | 新進 |
| Geode Capital Management, LLC | 152,243 | $533.0 萬 | 0.00% | −55,885−26.9% | 減碼 |
| Gillson Capital LP | 147,500 | $516.3 萬 | 0.39% | +10.0% | 加碼 |
| Next Century Growth Investors LLC | 144,398 | $505.4 萬 | 0.39% | +36,662+34.0% | 加碼 |
| Marshall Wace, LLP | 128,682 | $450.4 萬 | 0.01% | −23,206−15.3% | 減碼 |
| Millennium Management LLC | 114,074 | $399.3 萬 | 0.00% | +58,248+104.3% | 加碼 |
| Ghisallo Capital Management LLC | 100,000 | $350.0 萬 | 0.09% | −20,000−16.7% | 減碼 |
| Two Sigma Investments, LP | 99,529 | $348.4 萬 | 0.01% | +16,251+19.5% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 80,257 | $280.9 萬 | 0.34% | +80,257 | 新進 |
| Renaissance Technologies LLC | 79,000 | $276.5 萬 | 0.00% | −17,444−18.1% | 減碼 |
| Qube Research & Technologies Ltd | 78,910 | $276.2 萬 | 0.00% | +95+0.1% | 加碼 |
| Tudor Investment Corp Et Al | 78,164 | $273.6 萬 | 0.02% | +7,440+10.5% | 加碼 |
| Balyasny Asset Management LLC | 76,871 | $269.0 萬 | 0.01% | −79,283−50.8% | 減碼 |
| Morgan Stanley | 74,306 | $260.1 萬 | 0.00% | −19,668−20.9% | 減碼 |
| Acadian Asset Management LLC | 71,738 | $250.5 萬 | 0.01% | +3,527+5.2% | 加碼 |
| Goldman Sachs Group Inc | 67,788 | $237.3 萬 | 0.00% | +27,092+66.6% | 加碼 |
| TD Asset Management Inc | 57,394 | $200.9 萬 | 0.00% | +4,452+8.4% | 加碼 |
| Royce & Associates LP | 57,017 | $199.6 萬 | 0.02% | 00.0% | 不變 |
| State Street Corp | 55,615 | $194.7 萬 | 0.00% | +900+1.6% | 加碼 |
| Lighthouse Investment Partners, LLC | 53,994 | $189.0 萬 | 0.08% | −42,609−44.1% | 減碼 |
| Northern Trust Corp | 51,204 | $179.2 萬 | 0.00% | +19,042+59.2% | 加碼 |
| Two Sigma Advisers, LP | 50,700 | $177.4 萬 | 0.00% | +1,100+2.2% | 加碼 |
| Bank of America Corp | 50,618 | $177.2 萬 | 0.00% | +37,546+287.2% | 加碼 |
| Ascent Group, LLC | 48,547 | $169.9 萬 | 0.07% | +4,664+10.6% | 加碼 |
| ExodusPoint Capital Management, LP | 48,341 | $169.2 萬 | 0.02% | −83,593−63.4% | 減碼 |
| Boothbay Fund Management, LLC | 41,334 | $144.7 萬 | 0.05% | +28,634+225.5% | 加碼 |
| Seven Grand Managers, LLC | 40,000 | $140.0 萬 | 0.17% | +10,000+33.3% | 加碼 |
| Jane Street Group, LLC | 34,831 | $121.9 萬 | 0.00% | +34,831 | 新進 |
| Citadel Advisors LLC | 32,026 | $112.1 萬 | 0.00% | −24,840−43.7% | 減碼 |
| LPL Financial LLC | 31,837 | $111.4 萬 | 0.00% | +1,108+3.6% | 加碼 |
| UBS Group AG | 29,515 | $103.3 萬 | 0.00% | −88,661−75.0% | 減碼 |
| Blair William & Co | 28,487 | $99.7 萬 | 0.00% | −2,849−9.1% | 減碼 |
| Price T Rowe Associates Inc | 28,047 | $98.2 萬 | 0.00% | −390−1.4% | 減碼 |
| State of Wisconsin Investment Board | 22,610 | $79.1 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 18,353 | $64.2 萬 | 0.00% | +10,869+145.2% | 加碼 |
| 1832 Asset Management L.P. | 15,063 | $52.7 萬 | 0.00% | −758−4.8% | 減碼 |
| XTX Topco Ltd | 14,899 | $52.1 萬 | 0.02% | +14,899 | 新進 |
| PDT Partners, LLC | 14,057 | $49.2 萬 | 0.03% | −2,830−16.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 12,966 | $45.4 萬 | 0.00% | +4,821+59.2% | 加碼 |
| HRT Financial LP | 11,413 | $39.9 萬 | 0.00% | +11,413 | 新進 |
| Franklin Resources Inc | 10,000 | $35.0 萬 | 0.00% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 9,762 | $34.2 萬 | 0.00% | +9,762 | 新進 |
| SEI Investments Co | 9,310 | $32.6 萬 | 0.00% | +1,157+14.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 8,417 | $29.5 萬 | 0.00% | +8,417 | 新進 |
| Squarepoint Ops LLC | 8,039 | $28.1 萬 | 0.00% | +8,039 | 新進 |
| Graham Capital Management, L.P. | 7,635 | $26.7 萬 | 0.01% | −2,409−24.0% | 減碼 |
| JPMorgan Chase & Co | 6,903 | $24.2 萬 | 0.00% | −20,495−74.8% | 減碼 |
| Virtu Financial LLC | 6,523 | $22.8 萬 | 0.01% | +6,523 | 新進 |
| Man Group plc | 6,371 | $22.3 萬 | 0.00% | +6,371 | 新進 |
| Symphony Financial, Ltd. Co. | 6,049 | $20.9 萬 | 0.03% | +6,049 | 新進 |
| Charles Schwab Investment Management Inc | 5,800 | $20.3 萬 | 0.00% | +5,800 | 新進 |
| Royal Bank of Canada | 5,665 | $19.9 萬 | 0.00% | +4,305+316.5% | 加碼 |
| State of Wyoming | 5,188 | $18.2 萬 | 0.02% | +1,535+42.0% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 4,900 | $17.1 萬 | 0.01% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 4,435 | $15.5 萬 | 0.00% | +4,435 | 新進 |
| Quantbot Technologies LP | 4,053 | $14.2 萬 | 0.00% | +1,395+52.5% | 加碼 |
| US Bancorp | 1,550 | $5.42 萬 | 0.00% | +1,550 | 新進 |
| CWM, LLC | 1,000 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 647 | $2.26 萬 | 0.00% | +147+29.4% | 加碼 |
| Raymond James Financial Inc | 500 | $1.75 萬 | 0.00% | +500 | 新進 |
| Fifth Third Bancorp | 429 | $1.50 萬 | 0.00% | +429 | 新進 |
| First Horizon Advisors, Inc. | 309 | $1.08 萬 | 0.00% | +309 | 新進 |
| Tower Research Capital LLC (TRC) | 272 | $9,520 | 0.00% | +272 | 新進 |
| MCF Advisors LLC | 183 | $6,405 | 0.00% | +50+37.6% | 加碼 |
| Park Place Capital Corp | 98 | $3,431 | 0.00% | +98 | 新進 |
| Advisor Group Holdings, Inc. | 25 | $875 | 0.00% | +25 | 新進 |
| Islay Capital Management, LLC | 10 | $350 | 0.00% | +10 | 新進 |
| American Century Companies Inc | 0 | $0 | 0.00% | −420,881−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −178,691−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −103,697−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −51,674−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −18,377−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −9,318−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −8,498−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,752−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −4,062−100.0% | 清倉 |
| Rakuten Investment Management, Inc. | – | – | – | – | 本季未申報 |