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TWFG · TWFG, Inc.

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$28.46 +0.86 (+3.12%) At close · Jul 29
Market Cap
$1.54B
Shares
54.17M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 87
Total Value: $201,031,731
Total Shares: 10,828,849

Institutional Ownership Trend

8 quarters

Superinvestors Holding TWFG

All superinvestors →
Francois Rochon $10,153,247

Holder Concentration

Across 86 13F filers
Top Holder
19.0%
Sep 2024 → Mar 2026 · range 10.6% – 23.4%
of institutional value
Top 5
49.1%
Sep 2024 → Mar 2026 · range 42.1% – 56.9%
of institutional value
Top 10
67.5%
Sep 2024 → Mar 2026 · range 66.4% – 77.9%
of institutional value
HHI
721
Sep 2024 → Mar 2026 · range 540 – 948
Broadly held
Showing 87 of 87
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega T. Rowe Price Investment Management, Inc. $38,606,090 19.20% 2,099,298
Large BAMCO INC /NY/ $20,874,470 10.38% 1,135,099
Mega Capital International Investors $19,598,811 9.75% 1,065,732
Mega VANGUARD CAPITAL MANAGEMENT LLC $10,492,175 5.22% 570,537
Mid Giverny Capital Inc. $10,153,247 5.05% 552,107
Mid Central Securities Corp Broker-Dealer $9,195,000 4.57% 500,000
Mega Nuveen, LLC $9,104,741 4.53% 495,092
Mid RIVERBRIDGE PARTNERS LLC $8,000,424 3.98% 332,658
Large MARSHALL WACE, LLP $4,906,966 2.44% 266,828
Mid GILDER GAGNON HOWE & CO LLC $4,112,721 2.05% 223,639
Large Alyeska Investment Group, L.P. $3,968,157 1.97% 215,778
Mega TWO SIGMA INVESTMENTS, LP $3,773,867 1.88% 205,213
Mega BlackRock, Inc. $3,445,127 1.71% 187,337
Mega GEODE CAPITAL MANAGEMENT, LLC $3,348,671 1.67% 182,092
Mid Ascent Group, LLC $3,207,988 1.60% 174,442
Large Balyasny Asset Management L.P. $3,129,646 1.56% 170,182
Mega JANE STREET GROUP, LLC $3,108,001 1.55% 169,005
Mega FMR LLC $2,782,056 1.38% 151,281
Mid Gillson Capital LP $2,366,149 1.18% 128,665
Mega GOLDMAN SACHS GROUP INC $2,258,880 1.12% 122,832
Large RENAISSANCE TECHNOLOGIES LLC $2,176,033 1.08% 118,327
Mega MORGAN STANLEY $2,050,962 1.02% 111,526
Mega CITADEL ADVISORS LLC $2,013,741 1.00% 109,502
Mega MILLENNIUM MANAGEMENT LLC $1,966,001 0.98% 106,906
Mega UBS Group AG $1,511,381 0.75% 82,185
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,507,667 0.75% 81,983
Large Qube Research & Technologies Ltd $1,341,274 0.67% 72,935
Small BRASADA CAPITAL MANAGEMENT, LP $1,325,900 0.66% 72,099
Mega VICTORY CAPITAL MANAGEMENT INC $1,322,424 0.66% 71,910
Mega DIMENSIONAL FUND ADVISORS LP $1,243,384 0.62% 67,612
Mega STATE STREET CORP $1,224,148 0.61% 66,566
Large Point72 Asset Management, L.P. $1,189,244 0.59% 64,668
Mid Lighthouse Investment Partners, LLC $1,101,726 0.55% 59,909
Mega BANK OF AMERICA CORP /DE/ Bank $995,100 0.49% 54,111
Large Schonfeld Strategic Advisors LLC $913,964 0.45% 49,699
Mid XTX Topco Ltd $842,004 0.42% 45,786
Large HRT FINANCIAL LP $837,756 0.42% 45,555
Mega PRICE T ROWE ASSOCIATES INC /MD/ $744,041 0.37% 40,459
Mega TD Asset Management Inc $739,425 0.37% 40,208
Mega NORTHERN TRUST CORP Bank $738,007 0.37% 40,131
Large Trexquant Investment LP $687,399 0.34% 37,379
Mega RAYMOND JAMES FINANCIAL INC $543,884 0.27% 29,575
Small Dynamic Technology Lab Private Ltd $540,592 0.27% 29,396
Large TUDOR INVESTMENT CORP ET AL $536,344 0.27% 29,165
Small AXQ CAPITAL, LP $521,411 0.26% 28,353
Mid Jump Financial, LLC $433,507 0.22% 23,573
Large STATE OF WISCONSIN INVESTMENT BOARD $428,909 0.21% 23,323
Mid MANGROVE PARTNERS IM, LLC $413,738 0.21% 22,498
Mid Magnetar Financial LLC $398,749 0.20% 21,683
Micro BLALOCK WILLIAMS, LLC $366,567 0.18% 19,933
Large 1832 Asset Management L.P. $311,931 0.16% 16,962
Large Squarepoint Ops LLC $310,386 0.15% 16,878
Mid Aquatic Capital Management LLC $298,561 0.15% 16,235
Small Symphony Financial, Ltd. Co. $283,334 0.14% 15,407
Mega Bank of New York Mellon Corp Bank $270,165 0.13% 14,691
Mega ENVESTNET ASSET MANAGEMENT INC $240,136 0.12% 13,058
Large SEI INVESTMENTS CO $229,378 0.11% 12,473
Small Dockside LLC $221,452 0.11% 12,042
Large Centiva Capital, LP $201,370 0.10% 10,950
Mega BARCLAYS PLC $197,232 0.10% 10,725
Mega AMERICAN CENTURY COMPANIES INC $188,994 0.09% 10,277
Mid Americana Partners, LLC $183,900 0.09% 10,000
Mega FRANKLIN RESOURCES INC $183,900 0.09% 10,000
Mid Quantbot Technologies LP $130,697 0.07% 7,107
Mid Tower Research Capital LLC (TRC) $128,932 0.06% 7,011
Mega ROYAL BANK OF CANADA Bank $119,258 0.06% 6,485
Mega Vanguard Global Advisers, LLC $108,629 0.05% 5,907
Mid EMERALD MUTUAL FUND ADVISERS TRUST Mutual Fund $90,111 0.04% 4,900
Mid QUADRANT CAPITAL GROUP LLC $43,345 0.02% 2,357
Mega CITIGROUP INC $38,030 0.02% 2,068
Large Russell Investments Group, Ltd. $32,366 0.02% 1,760
Large ACADIAN ASSET MANAGEMENT LLC $21,258 0.01% 1,156
Mega BNP PARIBAS ARBITRAGE, SA $21,258 0.01% 1,156
Large FIFTH THIRD BANCORP Bank $16,477 0.01% 896
Mega PNC FINANCIAL SERVICES GROUP, INC. $14,583 0.01% 793
Mid EverSource Wealth Advisors, LLC $14,236 0.01% 592
Large CWM, LLC $12,928 0.01% 703
Large US BANCORP \DE\ Bank $10,206 0.01% 555
Mid Farther Finance Advisors, LLC $7,527 0.00% 313
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $3,150 0.00% 131
Large Federation des caisses Desjardins du Quebec $2,482 0.00% 135
Mid GAMMA Investing LLC $2,308 0.00% 96
Large JONES FINANCIAL COMPANIES LLLP $2,261 0.00% 123
Mid Parallel Advisors, LLC $1,452 0.00% 79
Large OSAIC HOLDINGS, INC. $919 0.00% 50
Small Caitong International Asset Management Co., Ltd $55 0.00% 3
Mid Arax Advisory Partners $55 0.00% 3
Key facts CIK 2007596 CUSIP 87318A101 13F (30d) 7 filings 7 filers Visit website Investor relations

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