TWFG INC (TWFG)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
79
Reporting holders
$196.6M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | $27.3M | 1,135,091 | 0.04% | 8q | HELD |
| FRANKLIN RESOURCES INC | $18.8M | 781,912 | 0.00% | 8q | +7719.1%+$18.6M |
| Giverny Capital Inc. | $15.7M | 652,452 | 0.53% | 5q | +18.2%+$2.4M |
| Central Securities Corp | $12.0M | 500,000 | 0.90% | 4q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.8M | 489,244 | 0.00% | 2q | -14.2%-$2.0M |
| MARSHALL WACE, LLP | $9.8M | 408,732 | 0.01% | 2q | +53.2%+$3.4M |
| TWO SIGMA INVESTMENTS, LP | $9.0M | 372,365 | 0.01% | 8q | +81.5%+$4.0M |
| JANE STREET GROUP, LLC | $8.5M | 353,216 | 0.00% | 2q | +109.0%+$4.4M |
| RIVERBRIDGE PARTNERS LLC | $8.0M | 332,658 | 0.22% | 5q | -39.5%-$5.2M |
| BlackRock, Inc. | $5.3M | 222,376 | 0.00% | 8q | +18.7%+$842.7K |
| GILDER GAGNON HOWE & CO LLC | $5.3M | 221,180 | 0.05% | 8q | -1.1%-$59.1K |
| Alyeska Investment Group, L.P. | $5.2M | 215,778 | 0.01% | 8q | HELD |
| CITADEL ADVISORS LLC | $5.2M | 214,589 | 0.00% | 2q | +96.0%+$2.5M |
| Ascent Group, LLC | $5.1M | 212,310 | 0.15% | 7q | +21.7%+$910.7K |
| GEODE CAPITAL MANAGEMENT, LLC | $4.2M | 174,213 | 0.00% | 8q | -4.3%-$189.6K |
| RENAISSANCE TECHNOLOGIES LLC | $3.6M | 149,900 | 0.00% | 7q | +26.7%+$759.3K |
| Point72 Asset Management, L.P. | $3.3M | 135,139 | 0.00% | 2q | +109.0%+$1.7M |
| MORGAN STANLEY | $3.1M | 127,879 | 0.00% | 8q | +14.7%+$393.3K |
| GOLDMAN SACHS GROUP INC | $2.8M | 114,678 | 0.00% | 8q | -6.6%-$196.1K |
| TUDOR INVESTMENT CORP ET AL | $2.5M | 102,591 | 0.00% | 2q | +251.8%+$1.8M |
| DIMENSIONAL FUND ADVISORS LP | $2.3M | 93,734 | 0.00% | 2q | +38.6%+$628.2K |
| Trexquant Investment LP | $2.1M | 87,370 | 0.01% | 2q | +133.7%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $2.0M | 84,570 | 0.00% | 8q | +56.3%+$732.5K |
| VICTORY CAPITAL MANAGEMENT INC | $2.0M | 82,675 | 0.00% | 6q | +15.0%+$258.9K |
| VANGUARD FIDUCIARY TRUST CO | $2.0M | 82,554 | 0.00% | 2q | +0.7%+$13.7K |
| Qube Research & Technologies Ltd | $1.6M | 68,450 | 0.00% | 8q | -6.1%-$107.9K |
| XTX Topco Ltd | $1.6M | 67,439 | 0.02% | 2q | +47.3%+$520.8K |
| STATE STREET CORP | $1.6M | 66,566 | 0.00% | 7q | HELD |
| Schonfeld Strategic Advisors LLC | $1.5M | 61,728 | 0.01% | 6q | +24.2%+$289.3K |
| MILLENNIUM MANAGEMENT LLC | $1.4M | 60,048 | 0.00% | 7q | -43.8%-$1.1M |
| UBS Group AG | $1.1M | 43,698 | 0.00% | 8q | -46.8%-$925.6K |
| Symphony Financial, Ltd. Co. | $942.4K | 39,089 | 0.10% | 2q | +153.7%+$571.0K |
| BRASADA CAPITAL MANAGEMENT, LP | $934.1K | 19,419 | 0.08% | 4q | -73.1%-$2.5M |
| RAYMOND JAMES FINANCIAL INC | $754.0K | 31,350 | 0.00% | 5q | +6.0%+$42.7K |
| NORTHERN TRUST CORP | $748.3K | 31,116 | 0.00% | 8q | -22.5%-$216.8K |
| Quantbot Technologies LP | $686.2K | 28,534 | 0.03% | 2q | +301.5%+$515.3K |
| Dynamic Technology Lab Private Ltd | $683.0K | 28,404 | 0.15% | 3q | -3.4%-$23.9K |
| D. E. Shaw & Co., Inc. | $677.7K | 28,178 | 0.00% | new | NEW |
| BLALOCK WILLIAMS, LLC | $551.0K | 22,911 | 0.36% | 4q | +14.9%+$71.6K |
| STATE OF WISCONSIN INVESTMENT BOARD | $505.2K | 21,008 | 0.00% | 8q | -9.9%-$55.7K |
| Centiva Capital, LP | $446.3K | 18,559 | 0.00% | 2q | +69.5%+$183.0K |
| ENVESTNET ASSET MANAGEMENT INC | $388.3K | 16,145 | 0.00% | 3q | +23.6%+$74.2K |
| MANGROVE PARTNERS IM, LLC | $362.9K | 15,091 | 0.02% | 2q | -32.9%-$178.1K |
| Dockside LLC | $333.1K | 13,852 | 0.08% | 3q | HELD |
| Bank of New York Mellon Corp | $326.5K | 13,577 | 0.00% | 4q | -7.6%-$26.8K |
| BNP PARIBAS FINANCIAL MARKETS | $276.4K | 11,493 | 0.00% | 2q | +894.2%+$248.6K |
| Jump Financial, LLC | $273.5K | 11,374 | 0.00% | 2q | -51.7%-$293.4K |
| Walleye Capital LLC | $261.8K | 10,885 | 0.00% | new | NEW |
| BARCLAYS PLC | $254.0K | 10,563 | 0.00% | 3q | -1.5%-$3.9K |
| AMERICAN CENTURY COMPANIES INC | $250.8K | 10,430 | 0.00% | 4q | +1.5%+$3.7K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $246.0K | 10,228 | 0.00% | new | NEW |
| Aquatic Capital Management LLC | $244.6K | 10,169 | 0.01% | 3q | -37.4%-$145.9K |
| Americana Partners, LLC | $240.5K | 10,000 | 0.01% | 2q | HELD |
| ROYAL BANK OF CANADA | $153.0K | 6,391 | 0.00% | 8q | -1.2%-$1.8K |
| Vanguard Global Advisers, LLC | $142.1K | 5,907 | 0.00% | 2q | HELD |
| EMERALD MUTUAL FUND ADVISERS TRUST | $117.8K | 4,900 | 0.00% | 8q | HELD |
| Integrated Wealth Concepts LLC | $71.5K | 2,975 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $47.7K | 1,985 | 0.00% | 4q | +12.8%+$5.4K |
| WELLS FARGO & COMPANY/MN | $27.1K | 1,127 | 0.00% | new | NEW |
| FMR LLC | $26.9K | 1,119 | 0.00% | 8q | -99.3%-$3.6M |
| FIFTH THIRD BANCORP | $21.5K | 896 | 0.00% | 5q | HELD |
| T. Rowe Price Investment Management, Inc. | $18.1K | 753,680 | 0.01% | 8q | -64.1%-$32.4K |
| CITIGROUP INC | $16.2K | 675 | 0.00% | 4q | -67.4%-$33.5K |
| EverSource Wealth Advisors, LLC | $14.2K | 592 | 0.00% | new | NEW |
| US BANCORP \DE\ | $13.3K | 555 | 0.00% | 5q | HELD |
| PNC Financial Services Group, Inc. | $12.0K | 500 | 0.00% | 8q | -36.9%-$7.0K |
| Aster Capital Management (DIFC) Ltd | $7.9K | 328 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $7.5K | 313 | 0.00% | 3q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $6.5K | 273 | 0.00% | 3q | +122.0%+$3.6K |
| Gillson Capital LP | $3.6K | 148,665 | 0.21% | 8q | +15.5% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3.3K | 131 | 0.00% | 3q | +31.0% |
| Federation des caisses Desjardins du Quebec | $3.2K | 135 | 0.00% | 4q | HELD |
| Quarry LP | $2.9K | 121 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $2.4K | 100 | 0.00% | new | NEW |
| GAMMA Investing LLC | $2.3K | 96 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $1.9K | 79 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $1.4K | 58 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.2K | 50 | 0.00% | 2q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.1K | 45,064 | 0.00% | 8q | +11.4% |
| Caitong International Asset Management Co., Ltd | $625 | 26 | 0.00% | 2q | +766.7% |
| GSA CAPITAL PARTNERS LLP | $216 | 8,996 | 0.01% | new | NEW |
| Arax Advisory Partners | $216 | 9 | 0.00% | 2q | +200.0% |
| Tower Research Capital LLC (TRC) | $48 | 2 | 0.00% | 2q | -100.0%-$168.2K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Baron Capital Group, Inc.with 4 co-filers | 8.7% |
| 2026-08-14 | 13G/A | Richard F. Bunch III INDIVIDUALwith 2 co-filers | 0.7% |
| 2026-08-12 | 13G/A | Capital International Investors | 0.0% |
| 2026-07-28 | 13G | Franklin Resources, Inc.with 3 co-filers | 6.0% |
| 2026-07-08 | 13G/A | T. Rowe Price Investment Management, Inc. | 5.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 79 | $196.6M | 8,156,853 | 11 | 32 | 22 | 0.0% |
| Q1 2026 | 81 | $160.6M | 8,717,898 | 24 | 24 | 17 | 0.1% |
| Q4 2025 | 64 | $254.2M | 8,838,585 | 11 | 23 | 19 | 0.0% |
| Q3 2025 | 61 | $248.4M | 9,052,001 | 11 | 25 | 16 | 0.0% |
| Q2 2025 | 72 | $300.6M | 8,587,725 | 20 | 26 | 18 | 0.0% |
| Q1 2025 | 63 | $285.6M | 9,241,008 | 9 | 16 | 21 | 0.0% |
| Q4 2024 | 68 | $304.5M | 9,887,437 | 18 | 17 | 16 | 0.0% |
| Q3 2024 | 56 | $258.5M | 9,530,135 | 55 | 0 | 0 | 0.0% |