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TWFG shares owned by Citadel Advisors

Quarter-by-quarter ownership of TWFG (TWFG) shares owned by Citadel Advisors from 13F filings

Historical chart of Citadel Advisors investment in TWFG

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All positions including TWFG held by Citadel Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in TWFG by Citadel Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 110k 18.39
2025-06-30 $1.1M 32k 35.00
2025-03-31 $1.8M 57k 30.91
2024-12-31 $2.2M 72k 30.80
2024-09-30 $9.8M 360k 27.12

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Top funds holding TWFG

T. Rowe Price Investment Management
Bamco
Capital Research and Management Company - Division 3
FMR
Vanguard Group
Vanguard Capital Management
Giverny Capital
Riverbrige Partners
Central Securities Corporation
Nuveen
Gilder, Gagnon, Howe & Co
Alyeska Investment Group
Two Sigma Investments
BlackRock
Geode Capital Management

View all funds holding TWFG