Who owns TWFG INC?

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Analyze quarterly positions in TWFG with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of TWFG stock

Who bought or sold TWFG INC this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
T. Rowe Price Investment Management 2.8M $82M 1% Dec 2025
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Bamco 1.1M $21M 19% Mar 2026
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Capital Research and Management Company - Division 3 1.1M $20M 11% Mar 2026
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FMR 1.1M $31M -2% Dec 2025
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Vanguard Group 655k $19M 2% Dec 2025
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Vanguard Capital Management 571k $11M 100% Mar 2026
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Giverny Capital 552k $10M 67% Mar 2026
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Riverbrige Partners 550k $10M -7% Mar 2026
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Central Securities Corporation 500k $9.2M 5% Mar 2026
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Nuveen 495k $9.1M 0% Mar 2026
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Gilder, Gagnon, Howe & Co 239k $6.9M -1% Dec 2025
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Alyeska Investment Group 216k $4.0M 0% Mar 2026
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Two Sigma Investments 205k $3.8M 523% Mar 2026
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BlackRock 187k $3.4M 0% Mar 2026
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Geode Capital Management 182k $3.4M -23% Mar 2026
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Balyasny Asset Management 170k $3.1M 1621% Mar 2026
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Jane Street 169k $3.1M 100% Mar 2026
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Gillson Capital 129k $2.4M -24% Mar 2026
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Goldman Sachs Group 123k $2.3M 130% Mar 2026
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Morgan Stanley 112k $2.1M 208% Mar 2026
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Citadel Advisors 110k $2.0M 100% Mar 2026
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Millennium Management 107k $2.0M 1192% Mar 2026
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Ascent Group 102k $2.9M 13% Dec 2025
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UBS Group 82k $1.5M 79% Mar 2026
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Vanguard Fiduciary Trust 82k $1.5M 100% Mar 2026
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Victory Capital Management 80k $2.3M -77% Dec 2025
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Brasada Capital Management 72k $1.3M -55% Mar 2026
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Dimensional Fund Advisors 68k $1.2M 100% Mar 2026
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Point72 Asset Management 65k $1.2M 100% Mar 2026
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State Street Corporation 64k $1.9M 6% Dec 2025
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Northern Trust 62k $1.8M 15% Dec 2025
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Bank of America Corporation 54k $995k 100% Mar 2026
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Schonfeld Strategic Advisors 50k $914k 85% Mar 2026
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Hrt Financial 46k $837k 100% Mar 2026
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TD Asset Management 40k $739k -41% Mar 2026
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Renaissance Technologies 39k $1.1M 8% Dec 2025
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Trexquant Investment 37k $687k 100% Mar 2026
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Raymond James Financial 32k $921k 8% Dec 2025
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Dynamic Technology Lab Private 29k $541k 81% Mar 2026
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Tudor Investment Corporation 29k $536k 100% Mar 2026
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Axq Capital 28k $521k 100% Mar 2026
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Qube Research & Technologies 27k $789k -48% Dec 2025
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State of Wisconsin Investment Board 26k $738k 13% Dec 2025
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Magnetar Financial 22k $399k 100% Mar 2026
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Squarepoint Ops 17k $310k 100% Mar 2026
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Aquatic Capital Management 16k $299k 968% Mar 2026
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Symphony Financial 15k $286k 100% Mar 2026
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Goodman & Company, Investment Counsel 15k $442k -8% Dec 2025
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Bank of New York Mellon 15k $270k 20% Mar 2026
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Envestnet Asset Management 13k $240k -14% Mar 2026
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Sei Investments 13k $229k -1% Mar 2026
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Dockside 12k $222k 100% Mar 2026
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Blalock Williams 12k $344k 24% Dec 2025
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Susquehanna Fundamental Investments 12k $337k 100% Dec 2025
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Centiva Capital 11k $201k 100% Mar 2026
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Susquehanna Portfolio Strategies 11k $301k -38% Dec 2025
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American Century Companies 10k $296k 0% Dec 2025
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Americana Partners 10k $184k 100% Mar 2026
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Franklin Resources 10k $184k 0% Mar 2026
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Quantbot Technologies 7.1k $131k 100% Mar 2026
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Royal Bank of Canada 6.5k $119k 27% Mar 2026
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Vanguard Global Advisers 5.9k $109k 100% Mar 2026
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Emerald Mutual Fund Advisers, Trust 4.9k $90k 0% Mar 2026
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Quadrant Capital 2.4k $43k 0% Mar 2026
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Citigroup 2.1k $38k 100% Mar 2026
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Russell Investments 1.8k $32k 24% Mar 2026
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Us Bancorp 1.3k $36k -5% Dec 2025
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Bnp Paribas Arbitrage, Snc 1.2k $21k 100% Mar 2026
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Acadian Asset Management 1.2k $21k 0% Mar 2026
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Fifth Third Bancorp 896.00 $17k 0% Mar 2026
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Pnc Financial Services 793.00 $15k 0% Mar 2026
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CWM 703.00 $20k 0% Dec 2025
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Farther Finance Advisors 313.00 $5.6k -7% Mar 2026
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Federation des caisses Desjardins du Quebec 135.00 $2.5k 0% Mar 2026
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International Assets Investment Management 100.00 $1.8k 0% Mar 2026
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Jones Financial Companies, L.L 100.00 $2.9k 100% Dec 2025
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Parallel Advisors 79.00 $1.5k 100% Mar 2026
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Rachor Investment Advisory Services 6.00 $111.000000 0% Mar 2026
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Caitong International Asset Management 3.00 $54.999900 100% Mar 2026
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SRS Capital Advisors 3.00 $54.999900 100% Mar 2026
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Barclays 1.00 $29.000000 100% Dec 2025
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Who sold out of TWFG?

Fund or Company Name Date Sold Shares Held Valued At
Alliancebernstein Dec 2025 1.1M $31M
Lord, Abbett & Co Dec 2025 256k $7.4M
Grandeur Peak Global Advisors Dec 2025 116k $3.3M
Royce & Associates Dec 2025 57k $1.6M
Ghisallo Capital Management Dec 2025 50k $1.4M
ExodusPoint Capital Management Dec 2025 21k $603k
William Blair $ Company Dec 2025 20k $572k
Aster Capital Management Dec 2025 30.00 $863.001000
Advisor Group Holdings Sep 2025 25.00 $661.000000
GAMMA Investing Dec 2025 9.00 $259.000200