TWFG, Inc. (TWFG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

15,018,182Shares Outstanding
924,222Shares held by institutions
$16,867,052Value of institutional holdings
62.47%Institutional ownership %
-18.62%Shares Changed QoQ
67No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

TWFG, Inc. (NASDAQ:TWFG) currently has 67 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

67 Institutional Holders

924,222 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
ALLIANCEBERNSTEIN L.P. 31 Dec, 2025 1,081,383 -56,604 -4.97% $31,111,389.00
FMR LLC 31 Dec, 2025 1,065,105 -25,511 -2.34% $30,643,063.00
Capital International Investors 31 Dec, 2025 958,490 511,469 114.42% $27,575,757.00
BAMCO INC /NY/ 31 Dec, 2025 954,463 335 0.04% $27,459,901.00
VANGUARD GROUP INC 31 Dec, 2025 654,631 14,920 2.33% $18,833,734.00
RIVERBRIDGE PARTNERS LLC 31 Dec, 2025 593,744 51,083 9.41% $17,082,018.00
Nuveen, LLC 31 Dec, 2025 495,092 0 0.00% $14,243,797.00
CENTRAL SECURITIES CORP 31 Dec, 2025 475,000 25,000 5.56% $13,665,750.00
T. Rowe Price Investment Management, Inc. 31 Dec, 2025 386,622 -2,434,355 -86.29% $11,124.00
Giverny Capital Inc. 31 Dec, 2025 331,511 31,194 10.39% $9,537,571.00
LORD, ABBETT & CO. LLC 31 Dec, 2025 255,764 164,355 179.80% $7,358.00
GEODE CAPITAL MANAGEMENT, LLC 31 Dec, 2025 236,160 16,379 7.45% $6,797,087.00
Alyeska Investment Group, L.P. 31 Dec, 2025 215,778 0 0.00% $6,207,933.00
BlackRock, Inc. 31 Dec, 2025 187,337 0 0.00% $5,389,685.00
Gillson Capital LP 31 Dec, 2025 169,065 21,565 14.62% $4,864.00
BRASADA CAPITAL MANAGEMENT, LP 31 Dec, 2025 160,787 -8,629 -5.09% $4,502,036.00
Grandeur Peak Global Advisors, LLC 31 Dec, 2025 116,348 11,037 10.48% $3,347,332.00
Ascent Group, LLC 31 Dec, 2025 102,402 12,000 13.27% $2,946,106.00
VICTORY CAPITAL MANAGEMENT INC 31 Dec, 2025 80,340 -271,138 -77.14% $2,311,382.00
TD ASSET MANAGEMENT INC 31 Dec, 2025 67,704 5,342 8.57% $1,947,844.00