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。
2026 年第 1 季 13F 持有人
TWFG, Inc. 在 2026/3/31 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
- 85
- 較 2025 年第 4 季 +16 家
- 持有股數
- 1,103 萬
- 較 2025 年第 4 季 −45.8 萬 (−4.0%)
- 總市值
- $2.03 億
- 較 2025 年第 4 季 −$1.28 億 (−38.6%)
- 新進機構
- 28
- 另有 25 家加碼
- 清倉機構
- 12
- 另有 18 家減碼
另有 1 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 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. | 2,099,298 | $3,861 萬 | 0.03% | −748,421−26.3% | 減碼 |
| Bamco Inc | 1,135,099 | $2,087 萬 | 0.06% | +180,636+18.9% | 加碼 |
| Capital International Investors | 1,065,732 | $1,960 萬 | 0.00% | +107,242+11.2% | 加碼 |
| Vanguard Capital Management LLC | 570,537 | $1,049 萬 | 0.00% | +570,537 | 新進 |
| Giverny Capital Inc.大師吉維尼資本 | 552,107 | $1,015 萬 | 0.37% | +220,596+66.5% | 加碼 |
| Riverbridge Partners LLC | 549,614 | $1,011 萬 | 0.25% | −44,130−7.4% | 減碼 |
| Central Securities Corp | 500,000 | $919.5 萬 | 0.76% | +25,000+5.3% | 加碼 |
| Nuveen, LLC | 495,092 | $910.5 萬 | 0.00% | 00.0% | 不變 |
| Marshall Wace, LLP | 266,828 | $490.7 萬 | 0.01% | +266,828 | 新進 |
| Gilder Gagnon Howe & Co LLC | 223,639 | $411.3 萬 | 0.05% | −14,881−6.2% | 減碼 |
| Alyeska Investment Group, L.P. | 215,778 | $396.8 萬 | 0.01% | 00.0% | 不變 |
| Two Sigma Investments, LP | 205,213 | $377.4 萬 | 0.00% | +172,299+523.5% | 加碼 |
| BlackRock, Inc. | 187,337 | $344.5 萬 | 0.00% | 00.0% | 不變 |
| Geode Capital Management, LLC | 182,092 | $335.1 萬 | 0.00% | −54,068−22.9% | 減碼 |
| Ascent Group, LLC | 174,442 | $320.8 萬 | 0.11% | +72,040+70.4% | 加碼 |
| Balyasny Asset Management LLC | 170,182 | $313.0 萬 | 0.01% | +160,292+1,620.7% | 加碼 |
| Jane Street Group, LLC | 169,005 | $310.8 萬 | 0.00% | +169,005 | 新進 |
| FMR LLC | 151,281 | $278.2 萬 | 0.00% | −913,824−85.8% | 減碼 |
| Gillson Capital LP | 128,665 | $236.6 萬 | 0.19% | −40,400−23.9% | 減碼 |
| Goldman Sachs Group Inc | 122,832 | $225.9 萬 | 0.00% | +69,529+130.4% | 加碼 |
| Renaissance Technologies LLC | 118,327 | $217.6 萬 | 0.00% | +79,127+201.9% | 加碼 |
| Morgan Stanley | 111,526 | $205.1 萬 | 0.00% | +75,323+208.1% | 加碼 |
| Citadel Advisors LLC | 109,502 | $201.4 萬 | 0.00% | +109,502 | 新進 |
| Millennium Management LLC | 106,906 | $196.6 萬 | 0.00% | +98,631+1,191.9% | 加碼 |
| UBS Group AG | 82,185 | $151.1 萬 | 0.00% | +36,273+79.0% | 加碼 |
| Vanguard Fiduciary Trust Co | 81,983 | $150.8 萬 | 0.00% | +81,983 | 新進 |
| Brasada Capital Management, LP | 72,099 | $134.2 萬 | 0.25% | −88,688−55.2% | 減碼 |
| Qube Research & Technologies Ltd | 72,935 | $134.1 萬 | 0.00% | +45,499+165.8% | 加碼 |
| Victory Capital Management Inc | 71,910 | $132.2 萬 | 0.00% | −8,430−10.5% | 減碼 |
| Dimensional Fund Advisors LP | 67,612 | $124.3 萬 | 0.00% | +67,612 | 新進 |
| State Street Corp | 66,566 | $122.4 萬 | 0.00% | +2,200+3.4% | 加碼 |
| Point72 Asset Management, L.P. | 64,668 | $118.9 萬 | 0.00% | +64,668 | 新進 |
| Lighthouse Investment Partners, LLC | 59,909 | $110.2 萬 | 0.04% | +59,909 | 新進 |
| Bank of America Corp | 54,111 | $99.5 萬 | 0.00% | +11,415+26.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 49,699 | $91.4 萬 | 0.01% | +22,851+85.1% | 加碼 |
| XTX Topco Ltd | 45,786 | $84.2 萬 | 0.01% | +45,786 | 新進 |
| HRT Financial LP | 45,555 | $83.7 萬 | 0.00% | +45,555 | 新進 |
| Price T Rowe Associates Inc | 40,459 | $74.5 萬 | 0.00% | +7,441+22.5% | 加碼 |
| TD Asset Management Inc | 40,208 | $73.9 萬 | 0.00% | −27,496−40.6% | 減碼 |
| Northern Trust Corp | 40,131 | $73.8 萬 | 0.00% | −21,530−34.9% | 減碼 |
| Trexquant Investment LP | 37,379 | $68.7 萬 | 0.00% | +37,379 | 新進 |
| Raymond James Financial Inc | 29,575 | $54.4 萬 | 0.00% | −2,451−7.7% | 減碼 |
| Dynamic Technology Lab Private Ltd | 29,396 | $54.1 萬 | 0.09% | +13,144+80.9% | 加碼 |
| Tudor Investment Corp Et Al | 29,165 | $53.6 萬 | 0.00% | +29,165 | 新進 |
| Axq Capital, LP | 28,353 | $52.1 萬 | 0.07% | +28,353 | 新進 |
| Jump Financial, LLC | 23,573 | $43.4 萬 | 0.01% | +23,573 | 新進 |
| State of Wisconsin Investment Board | 23,323 | $42.9 萬 | 0.00% | −2,318−9.0% | 減碼 |
| Mangrove Partners | 22,498 | $41.4 萬 | 0.03% | +22,498 | 新進 |
| Magnetar Financial LLC | 21,683 | $39.9 萬 | 0.00% | +21,683 | 新進 |
| Blalock Williams, LLC | 19,933 | $36.7 萬 | 0.28% | +7,991+66.9% | 加碼 |
| 1832 Asset Management L.P. | 16,962 | $31.2 萬 | 0.00% | +1,589+10.3% | 加碼 |
| Squarepoint Ops LLC | 16,878 | $31.0 萬 | 0.00% | +16,878 | 新進 |
| Aquatic Capital Management LLC | 16,235 | $29.9 萬 | 0.01% | +14,715+968.1% | 加碼 |
| Symphony Financial, Ltd. Co. | 15,407 | $28.6 萬 | 0.04% | +15,407 | 新進 |
| Bank of New York Mellon Corp | 14,691 | $27.0 萬 | 0.00% | +2,459+20.1% | 加碼 |
| Envestnet Asset Management Inc | 13,058 | $24.0 萬 | 0.00% | −2,173−14.3% | 減碼 |
| SEI Investments Co | 12,473 | $22.9 萬 | 0.00% | −167−1.3% | 減碼 |
| Centiva Capital, LP | 10,950 | $20.1 萬 | 0.01% | +10,950 | 新進 |
| Barclays PLC | 10,725 | $19.7 萬 | 0.00% | +10,724+1,072,400.0% | 加碼 |
| American Century Companies Inc | 10,277 | $18.9 萬 | 0.00% | 00.0% | 不變 |
| Franklin Resources Inc | 10,000 | $18.4 萬 | 0.00% | 00.0% | 不變 |
| Americana Partners, LLC | 10,000 | $18.4 萬 | 0.00% | +10,000 | 新進 |
| Quantbot Technologies LP | 7,107 | $13.1 萬 | 0.01% | +7,107 | 新進 |
| Tower Research Capital LLC (TRC) | 7,011 | $12.9 萬 | 0.00% | +7,011 | 新進 |
| Royal Bank of Canada | 6,485 | $11.9 萬 | 0.00% | −693−9.7% | 減碼 |
| Vanguard Global Advisers, LLC | 5,907 | $10.9 萬 | 0.00% | +5,907 | 新進 |
| Emerald Mutual Fund Advisers Trust | 4,900 | $9.01 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 2,357 | $4.33 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 2,068 | $3.80 萬 | 0.00% | −4,306−67.6% | 減碼 |
| Russell Investments Group, Ltd. | 1,760 | $3.24 萬 | 0.00% | +339+23.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,156 | $2.13 萬 | 0.00% | +1,156 | 新進 |
| Acadian Asset Management LLC | 1,156 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 896 | $1.65 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 793 | $1.46 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 703 | $1.29 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 555 | $1.02 萬 | 0.00% | −702−55.8% | 減碼 |
| Farther Finance Advisors, LLC | 313 | $5,609 | 0.00% | −24−7.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 135 | $2,483 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 123 | $2,156 | 0.00% | +23+23.0% | 加碼 |
| International Assets Investment Management, LLC | 100 | $1,792 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 79 | $1,453 | 0.00% | +79 | 新進 |
| Advisor Group Holdings, Inc. | 50 | $919 | 0.00% | +50 | 新進 |
| Rachor Investment Advisory Services, LLC | 6 | $111 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 3 | $55 | 0.00% | +3 | 新進 |
| Caitong International Asset Management Co., Ltd | 3 | $55 | 0.00% | +3 | 新進 |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −1,081,383−100.0% | 清倉 |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −255,764−100.0% | 清倉 |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −116,348−100.0% | 清倉 |
| Royce & Associates LP | 0 | $0 | 0.00% | −57,019−100.0% | 清倉 |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −20,959−100.0% | 清倉 |
| Blair William & Co | 0 | $0 | 0.00% | −19,896−100.0% | 清倉 |
| Dockside LLC | 0 | $0 | 0.00% | −15,987−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −11,724−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −10,473−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |