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
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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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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Marshall Wace 267k $4.9M 100% Mar 2026
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Gilder, Gagnon, Howe & Co 224k $4.1M -6% Mar 2026
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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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Ascent Group 174k $3.2M 70% 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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FMR 151k $2.8M -86% 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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Renaissance Technologies 118k $2.2M 202% 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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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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Qube Research & Technologies 73k $1.3M 166% Mar 2026
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Brasada Capital Management 72k $1.3M -55% Mar 2026
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Victory Capital Management 72k $1.3M -10% Mar 2026
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Dimensional Fund Advisors 68k $1.2M 100% Mar 2026
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State Street Corporation 67k $1.2M 3% Mar 2026
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Point72 Asset Management 65k $1.2M 100% Mar 2026
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Lighthouse Investment Partners 60k $1.1M 100% Mar 2026
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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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XTX Topco 46k $842k 100% Mar 2026
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Hrt Financial 46k $837k 100% Mar 2026
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T. Rowe Price Associates 41k $745k 23% Mar 2026
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TD Asset Management 40k $739k -41% Mar 2026
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Northern Trust 40k $738k -35% Mar 2026
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Trexquant Investment 37k $687k 100% Mar 2026
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Raymond James Financial 30k $544k -8% Mar 2026
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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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Jump Financial 24k $434k 100% Mar 2026
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State of Wisconsin Investment Board 23k $429k -9% Mar 2026
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Mangrove Partners 23k $414k 100% Mar 2026
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Magnetar Financial 22k $399k 100% Mar 2026
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Blalock Williams 20k $367k 67% Mar 2026
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Goodman & Company, Investment Counsel 17k $312k 10% 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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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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Centiva Capital 11k $201k 100% Mar 2026
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Barclays 11k $197k 1072400% Mar 2026
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American Century Companies 10k $189k 0% Mar 2026
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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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Tower Research Capital 7.0k $129k 100% Mar 2026
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Royal Bank of Canada 6.5k $119k 100% 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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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 $13k 0% Mar 2026
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EverSource Wealth Advisors 592.00 $14k 100% Jun 2026
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Farther Finance Advisors 313.00 $7.5k 0% Jun 2026
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Federation des caisses Desjardins du Quebec 135.00 $2.5k 0% Mar 2026
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Jones Financial Companies, L.L 123.00 $2.2k 23% Mar 2026
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International Assets Investment Management 100.00 $1.8k 0% Mar 2026
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GAMMA Investing 96.00 $2.3k 100% Jun 2026
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Parallel Advisors 79.00 $1.5k 100% Mar 2026
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Advisor Group Holdings 50.00 $919.000000 100% 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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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
Susquehanna Fundamental Investments Dec 2025 12k $337k
Susquehanna Portfolio Strategies Dec 2025 11k $301k
Aster Capital Management Dec 2025 30.00 $863.001000
Rachor Investment Advisory Services Mar 2026 6.00 $111.000000