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 2 季 13F 持有人
TWFG, Inc. 在 2026/6/30 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 2026 年第 1 季 −3 家
- 持有股數
- 911.0 萬
- 較 2026 年第 1 季 −192.2 萬 (−17.4%)
- 總市值
- $2.19 億
- 較 2026 年第 1 季 +$1,620 萬 (+8.0%)
- 新進機構
- 11
- 另有 34 家加碼
- 清倉機構
- 14
- 另有 24 家減碼
另有 1 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2 | $48 | 0.00% | −7,009−100.0% | 減碼 |
| SRS Capital Advisors, Inc. | 9 | $216 | 0.00% | +6+200.0% | 加碼 |
| Caitong International Asset Management Co., Ltd | 26 | $625 | 0.00% | +23+766.7% | 加碼 |
| Advisor Group Holdings, Inc. | 50 | $1,202 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 58 | $1,398 | 0.00% | +58 | 新進 |
| Parallel Advisors, LLC | 79 | $1,900 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 96 | $2,309 | 0.00% | +96 | 新進 |
| Quarry LP | 121 | $2,910 | 0.00% | +121 | 新進 |
| Federation des caisses Desjardins du Quebec | 135 | $3,247 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 131 | $3,287 | 0.00% | +31+31.0% | 加碼 |
| Jones Financial Companies LLLP | 273 | $6,462 | 0.00% | +150+122.0% | 加碼 |
| Farther Finance Advisors, LLC | 313 | $7,530 | 0.00% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 328 | $7,888 | 0.00% | +328 | 新進 |
| The PNC Financial Services Group, Inc. | 500 | $1.20 萬 | 0.00% | −293−36.9% | 減碼 |
| US Bancorp | 555 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 592 | $1.42 萬 | 0.00% | +592 | 新進 |
| Citigroup Inc | 675 | $1.62 萬 | 0.00% | −1,393−67.4% | 減碼 |
| Fifth Third Bancorp | 896 | $2.15 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1,119 | $2.69 萬 | 0.00% | −150,162−99.3% | 減碼 |
| Wells Fargo & Company | 1,127 | $2.71 萬 | 0.00% | +1,127 | 新進 |
| Russell Investments Group, Ltd. | 1,985 | $4.77 萬 | 0.00% | +225+12.8% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 4,900 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| Vanguard Global Advisers, LLC | 5,907 | $14.2 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 6,391 | $15.3 萬 | 0.00% | −94−1.4% | 減碼 |
| Gsa Capital Partners LLP | 8,996 | $21.6 萬 | 0.01% | +8,996 | 新進 |
| Americana Partners, LLC | 10,000 | $24.1 萬 | 0.01% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 10,169 | $24.5 萬 | 0.01% | −6,066−37.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 10,228 | $24.6 萬 | 0.00% | +10,228 | 新進 |
| American Century Companies Inc | 10,430 | $25.1 萬 | 0.00% | +153+1.5% | 加碼 |
| Barclays PLC | 10,563 | $25.4 萬 | 0.00% | −162−1.5% | 減碼 |
| Walleye Capital LLC | 10,885 | $26.2 萬 | 0.00% | +10,885 | 新進 |
| Jump Financial, LLC | 11,374 | $27.4 萬 | 0.00% | −12,199−51.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 11,493 | $27.6 萬 | 0.00% | +10,337+894.2% | 加碼 |
| Bank of New York Mellon Corp | 13,577 | $32.7 萬 | 0.00% | −1,114−7.6% | 減碼 |
| Dockside LLC | 13,852 | $33.3 萬 | 0.08% | +13,852 | 新進 |
| Mangrove Partners | 15,091 | $36.3 萬 | 0.02% | −7,407−32.9% | 減碼 |
| Envestnet Asset Management Inc | 16,145 | $38.8 萬 | 0.00% | +3,087+23.6% | 加碼 |
| Centiva Capital, LP | 18,559 | $44.6 萬 | 0.02% | +7,609+69.5% | 加碼 |
| Brasada Capital Management, LP | 19,419 | $46.7 萬 | 0.08% | −52,680−73.1% | 減碼 |
| State of Wisconsin Investment Board | 21,008 | $50.5 萬 | 0.00% | −2,315−9.9% | 減碼 |
| Blalock Williams, LLC | 22,911 | $55.1 萬 | 0.36% | +2,978+14.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 28,178 | $67.8 萬 | 0.00% | +28,178 | 新進 |
| Dynamic Technology Lab Private Ltd | 28,404 | $68.3 萬 | 0.15% | −992−3.4% | 減碼 |
| Quantbot Technologies LP | 28,534 | $68.6 萬 | 0.03% | +21,427+301.5% | 加碼 |
| Northern Trust Corp | 31,116 | $74.8 萬 | 0.00% | −9,015−22.5% | 減碼 |
| Raymond James Financial Inc | 31,350 | $75.4 萬 | 0.00% | +1,775+6.0% | 加碼 |
| Symphony Financial, Ltd. Co. | 39,089 | $94.2 萬 | 0.10% | +23,682+153.7% | 加碼 |
| UBS Group AG | 43,698 | $105.1 萬 | 0.00% | −38,487−46.8% | 減碼 |
| Price T Rowe Associates Inc | 45,064 | $108.4 萬 | 0.00% | +4,605+11.4% | 加碼 |
| Millennium Management LLC | 60,048 | $144.4 萬 | 0.00% | −46,858−43.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 61,728 | $148.5 萬 | 0.01% | +12,029+24.2% | 加碼 |
| State Street Corp | 66,566 | $160.1 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 67,439 | $162.2 萬 | 0.02% | +21,653+47.3% | 加碼 |
| Qube Research & Technologies Ltd | 68,450 | $164.6 萬 | 0.00% | −4,485−6.1% | 減碼 |
| Vanguard Fiduciary Trust Co | 82,554 | $198.5 萬 | 0.00% | +571+0.7% | 加碼 |
| Victory Capital Management Inc | 82,675 | $198.8 萬 | 0.00% | +10,765+15.0% | 加碼 |
| Bank of America Corp | 84,570 | $203.4 萬 | 0.00% | +30,459+56.3% | 加碼 |
| Trexquant Investment LP | 87,370 | $210.1 萬 | 0.01% | +49,991+133.7% | 加碼 |
| Dimensional Fund Advisors LP | 93,734 | $225.4 萬 | 0.00% | +26,122+38.6% | 加碼 |
| Tudor Investment Corp Et Al | 102,591 | $246.7 萬 | 0.01% | +73,426+251.8% | 加碼 |
| Goldman Sachs Group Inc | 114,678 | $275.8 萬 | 0.00% | −8,154−6.6% | 減碼 |
| Morgan Stanley | 127,879 | $307.5 萬 | 0.00% | +16,353+14.7% | 加碼 |
| Point72 Asset Management, L.P. | 135,139 | $325.0 萬 | 0.00% | +70,471+109.0% | 加碼 |
| Gillson Capital LP | 148,665 | $357.5 萬 | 0.21% | +20,000+15.5% | 加碼 |
| Renaissance Technologies LLC | 149,900 | $360.5 萬 | 0.00% | +31,573+26.7% | 加碼 |
| Geode Capital Management, LLC | 174,213 | $419.2 萬 | 0.00% | −7,879−4.3% | 減碼 |
| Ascent Group, LLC | 212,310 | $510.6 萬 | 0.15% | +37,868+21.7% | 加碼 |
| Citadel Advisors LLC | 214,589 | $516.1 萬 | 0.00% | +105,087+96.0% | 加碼 |
| Alyeska Investment Group, L.P. | 215,778 | $518.9 萬 | 0.01% | 00.0% | 不變 |
| Gilder Gagnon Howe & Co LLC | 221,180 | $531.9 萬 | 0.05% | −2,459−1.1% | 減碼 |
| BlackRock, Inc. | 222,376 | $534.8 萬 | 0.00% | +35,039+18.7% | 加碼 |
| Riverbridge Partners LLC | 332,658 | $800.0 萬 | 0.22% | −216,956−39.5% | 減碼 |
| Jane Street Group, LLC | 353,216 | $849.5 萬 | 0.01% | +184,211+109.0% | 加碼 |
| Two Sigma Investments, LP | 372,365 | $895.5 萬 | 0.01% | +167,152+81.5% | 加碼 |
| Marshall Wace, LLP | 408,732 | $983.0 萬 | 0.01% | +141,904+53.2% | 加碼 |
| Vanguard Capital Management LLC | 489,244 | $1,177 萬 | 0.00% | −81,293−14.2% | 減碼 |
| Central Securities Corp | 500,000 | $1,203 萬 | 0.90% | 00.0% | 不變 |
| Giverny Capital Inc.大師吉維尼資本 | 652,452 | $1,569 萬 | 0.53% | +100,345+18.2% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 753,680 | $1,813 萬 | 0.01% | −1,345,618−64.1% | 減碼 |
| Franklin Resources Inc | 781,912 | $1,880 萬 | 0.00% | +771,912+7,719.1% | 加碼 |
| Bamco Inc | 1,135,091 | $2,730 萬 | 0.04% | −80.0% | 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 |
| CWM, LLC | – | – | – | – | 本季未申報 |