TWG
Top Wealth Group Holding LtdCompany with tickers: TWG
CIK
1978057
CUSIP
G8945S110
Shares Outstanding
19,579,883
13F Activity (30d)
3 filings
3 filers
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.
Holders: 3
Total Value: $203,631
Total Shares: 55,185
Institutional Ownership Trend
Holder Concentration
Across 3 13F filers · Δ vs Dec 31, 2025Top Holder
99.3%
−0.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,853
Highly concentrated
−147
Quarterly Activity
vs Dec 31, 2025
New
3
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+2
Institutional value:
+441.1%
Shares held:
+382.4%
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Marex Group plc | 54,776 | $202,123 | |
| Mega UBS Group AG | 407 | $1,501 | |
| Mega CITIGROUP INC | 2 | $7 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 11,439 | $37,634 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Large Marex Group plc | $202,123 | 99.26% | 54,776 | Shares | Defined | 2026-05-13 | ||||
| Mega UBS Group AG | $1,501 | 0.74% | 407 | Shares | Defined | 2026-05-05 | ||||
| Mega CITIGROUP INC | $7 | 0.00% | 2 | Shares | Defined | 2026-05-11 | ||||
| No holders match your search. | ||||||||||