TWFG · TWFG, Inc. · Shareholders & Ownership
$27.28
+0.03 (+0.11%)
At close · Oct 28
Return incl. dividend (before tax)
Q2 2026 earnings call transcript
Market Cap
$1.47B
Shares
54.05M
Volume · Oct 28
156.97K
Avg daily vol (3M)
165.13K
Every disclosed holder of TWFG in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns TWFG
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 9,157,497 | 16.94% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 35,786,248 | 66.21% |
| Remaining | 9,108,049 | 16.85% |
| Registered funds (N-PORT, not summed) | 3,466,471 | 6.41% |
Shares outstanding: 54,051,794, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of TWFG
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BAMCO INC /NY/
13F
CIK 1017918 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,135,091 | ||
| 1.1 |
BAMCO INC /NY/
13G
CIK 1017918 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
1,135,091 | ||
| 1.2 |
BARON DISCOVERY FUND
Fund
S000042178 · Registered fund · Jun 30, 2026
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
|
935,000 | ||
| 1.3 |
Baron Financials ETF
Fund
S000096484 · Registered fund · Jun 30, 2026
Baron ETF Trust, not summed
|
16,175 | ||
| 2 |
College Retirement Equities Fund-Stock Account
13G
CIK 777535 · Registered fund · Sep 30, 2024
Rule 13d-1(b), qualified institution
|
798,220 | ||
| 3 |
FRANKLIN RESOURCES INC
13F
CIK 38777 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
781,912 | ||
| 3.1 |
FRANKLIN RESOURCES INC
13G
CIK 38777 · Investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
781,912 | ||
| 3.2 |
Franklin Small Cap Value Fund
Fund
S000007356 · Registered fund · Jul 31, 2026
Franklin Value Investors Trust, not summed
|
326,261 | ||
| 3.3 |
Franklin Small Cap Value VIP Fund
Fund
S000007315 · Registered fund · Jun 30, 2026
Franklin Templeton Variable Insurance Products Trust, not summed
|
234,728 | ||
| 4 |
|
775,704 | ||
| 5 |
T. Rowe Price Investment Management, Inc.
13F
CIK 1897612 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
753,680 | ||
| 5.1 |
T. Rowe Price Investment Management, Inc.
13G
CIK 1897612 · Investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
753,680 | ||
| 6 |
TIAA-CREF Investment Management, LLC
13G
CIK 887793 · Registered investment adviser · Dec 31, 2024
Rule 13d-1(b), qualified institution
|
711,895 | ||
| 7 |
|
683,625 | ||
| 8 |
Bunch Richard F. III
Insider
CIK 2028282 · Jul 17, 2026
Director, President and CEO, 10% Owner, issuer-wide, not summed
|
683,625 | ||
| 8.1 |
|
34,276,133 | ||
| 9 |
Giverny Capital Inc.
13F
CIK 1641864 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
652,452 | ||
| 10 |
Central Securities Corp
13F
CIK 18748 · Registered fund · Jun 30, 2026
carried, not yet filed for the newest quarter
|
500,000 | ||
| 11 |
Central Securities Corporation
Fund
· Registered fund · Jun 30, 2026
CENTRAL SECURITIES CORPORATION, not summed
|
500,000 | ||
| 12 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
489,244 | ||
| 13 |
MARSHALL WACE, LLP
13F
CIK 1318757 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
408,732 | ||
| 14 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
372,365 | ||
| 15 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
353,216 | ||
| 16 |
RIVERBRIDGE PARTNERS LLC
13F
CIK 1112325 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
332,658 | ||
| 17 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
320,652 | ||
| 18 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
222,376 | ||
| 19 |
GILDER GAGNON HOWE & CO LLC
13F
CIK 902464 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
221,180 | ||
| 20 |
Alyeska Investment Group, L.P.
13F
CIK 1453072 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
215,778 | ||
| 21 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
214,589 | ||
| 22 |
Ascent Group, LLC
13F
CIK 1913231 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
212,310 | ||
| 23 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
174,213 | ||
| 24 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
157,080 | ||
| 25 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
149,900 | ||
| 26 |
Gillson Capital LP
13F
CIK 1698055 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
148,665 | ||
| 27 |
Point72 Asset Management, L.P.
13F
CIK 1603466 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
135,139 | ||
| 28 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
127,879 | ||
| 29 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
114,678 | ||
| 29.1 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
9,452 | ||
| 30 |
TUDOR INVESTMENT CORP ET AL
13F
CIK 923093 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
102,591 | ||
| 31 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
93,734 | ||
| 31.1 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
30,821 | ||
| 31.2 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
25,234 | ||
| 31.3 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
12,773 | ||
| 31.4 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
2,354 | ||
| 31.5 |
U.S. Sustainability Core 1 Portfolio
Fund
S000020422 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
2,084 | ||
| 32 |
Trexquant Investment LP
13F
CIK 1633445 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
87,370 | ||
| 33 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
84,570 | ||
| 34 |
VICTORY CAPITAL MANAGEMENT INC
13F
CIK 1040188 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
82,675 | ||
| 34.1 |
Victory RS Partners Fund
Fund
S000053561 · Registered fund · Jun 30, 2026
Victory Portfolios, not summed
|
62,300 | ||
| 34.2 |
Victory Small Cap Stock Fund
Fund
S000012914 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
13,130 | ||
| 34.3 |
Victory Extended Market Index Fund
Fund
S000012941 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
1,325 | ||
| 35 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
82,554 | ||
| 36 |
Nolan Katherine C
Insider
CIK 1295727 · Jul 17, 2026
Chief Operating Officer, issuer-wide, not summed
|
82,049 | ||
| 37 |
Qube Research & Technologies Ltd
13F
CIK 1729829 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
68,450 | ||
| 38 |
XTX Topco Ltd
13F
CIK 1828301 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
67,439 | ||
| 39 |
|
66,566 | ||
| 39.1 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
93 | ||
| 40 |
Schonfeld Strategic Advisors LLC
13F
CIK 1665241 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
61,728 | ||
| 41 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
60,048 | ||
| 42 |
Zwinggi Janice E.
Insider
CIK 2028316 · Jul 17, 2026
Chief Financial Officer, issuer-wide, not summed
|
57,314 | ||
| 43 |
SA Franklin Small Company Value Portfolio
Fund
S000008088 · Registered fund · Jul 31, 2026
SUNAMERICA SERIES TRUST, not summed
|
55,015 | ||
| 44 |
PRICE T ROWE ASSOCIATES INC /MD/
13F
CIK 80255 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
45,064 | ||
| 44.1 |
T. Rowe Price Small-Cap Value Fund, Inc.
Fund
S000002121 · Registered fund · Jun 30, 2026
T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
|
436,514 | ||
| 44.2 |
T. Rowe Price Spectrum Moderate Growth Allocation Fund
Fund
S000002138 · Registered fund · May 31, 2026
T. ROWE PRICE SPECTRUM FUNDS II, INC., not summed
|
12,536 | ||
| 44.3 |
T. Rowe Price Total Equity Market Index Fund
Fund
S000002091 · Registered fund · Jun 30, 2026
T. ROWE PRICE INDEX TRUST, INC., not summed
|
10,875 | ||
| 44.4 |
T. Rowe Price Extended Equity Market Index Fund
Fund
S000002090 · Registered fund · Jun 30, 2026
T. ROWE PRICE INDEX TRUST, INC., not summed
|
10,086 | ||
| 44.5 |
T. Rowe Price Spectrum Moderate Allocation Fund
Fund
S000002137 · Registered fund · May 31, 2026
T. ROWE PRICE SPECTRUM FUNDS II, INC., not summed
|
4,619 | ||
| 45 |
|
43,698 | ||
| 46 |
ARGENT CAPITAL MANAGEMENT LLC
13F
CIK 1120926 · Registered investment adviser · Sep 30, 2026
|
40,954 | ||
| 47 |
Benes Julie E.
Insider
CIK 2028272 · Jul 17, 2026
General Counsel and Secretary, issuer-wide, not summed
|
37,454 | ||
| 48 |
Bunch Charles Alexander
Insider
CIK 2028304 · Jul 17, 2026
Chief Creative & Marketing Off, issuer-wide, not summed
|
36,595 | ||
| 49 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
31,350 | ||
| 50 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
31,116 |
4 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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