TWFG, Inc. (TWFG) Institutional Ownership

Institutions by Trading Activity

15,654,545Shares Outstanding

0Shares held by institutions

$0Value of institutional holdings

3.79%Institutional ownership %

9.42%Shares Changed QoQ

2No. of institutional investors

A total of 2 institutions have reported a stake in TWFG, Inc. (NASDAQ:TWFG) as of December 2025, according to recent 13F filings with the SEC.

These investors collectively held 3.8% of the company's total shares outstanding in December 2025, down from 77.8% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 9.42%, with a year-over-year a decrease of 97.40% in the count of filers.
Among the 2 institutional holders of TWFG, 2 added to their stakes while 0 trimmed their positions and 0 held steady.
The total number of shares held by institutions in TWFG increased to 593.75K as of December 2025, a net change of up by 51.09K shares quarter on quarter, and down 11.21Mn shares year over year.
As of December 31, 2025, RIVERBRIDGE PARTNERS LLC held TWFG's largest shareholding position with over 593.74K shares, representing 3.79% of total outstanding shares.
Among the most significant buyers of TWFG during December 2025 were RIVERBRIDGE PARTNERS LLC (51.08K), GAMMA Investing LLC (9).
The top 2 institutional holders of TWFG for the quarter ending December 2025 included RIVERBRIDGE PARTNERS LLC (593.74K), GAMMA Investing LLC (9).

0 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
T. Rowe Price Investment Management, Inc.	30 Sep, 2025	2,820,977	365,607	14.89%	$77,408.00
ALLIANCEBERNSTEIN L.P.	30 Sep, 2025	1,137,987	-34,998	-2.98%	$31,226,363.00
FMR LLC	30 Sep, 2025	1,090,616	122,548	12.66%	$29,926,499.00
BAMCO INC /NY/	30 Sep, 2025	954,128	52,067	5.77%	$26,181,272.00
VANGUARD GROUP INC	30 Sep, 2025	639,711	19,720	3.18%	$17,553,670.00
RIVERBRIDGE PARTNERS LLC	30 Sep, 2025	542,661	198,394	57.63%	$14,890,618.00
Nuveen, LLC	30 Sep, 2025	495,092	-4,680	-0.94%	$13,585,324.00
CENTRAL SECURITIES CORP	30 Sep, 2025	450,000	450,000	0.00%	$12,348,000.00
Capital International Investors	30 Sep, 2025	447,021	-68,388	-13.27%	$12,266,256.00
VICTORY CAPITAL MANAGEMENT INC	30 Sep, 2025	351,478	128,180	57.40%	$9,644,556.00
Giverny Capital Inc.	30 Sep, 2025	300,317	122,469	68.86%	$8,240,698.00
GILDER GAGNON HOWE & CO LLC	30 Sep, 2025	240,013	-343	-0.14%	$6,585,957.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	219,781	67,538	44.36%	$6,032,466.00
Alyeska Investment Group, L.P.	30 Sep, 2025	215,778	4,192	1.98%	$5,920,948.00
BlackRock, Inc.	30 Sep, 2025	187,337	-131	-0.07%	$5,140,527.00
BRASADA CAPITAL MANAGEMENT, LP	30 Sep, 2025	169,416	169,416	0.00%	$4,652,163.00
Gillson Capital LP	30 Sep, 2025	147,500	0	0.00%	$4,047.00
NEXT CENTURY GROWTH INVESTORS LLC	30 Sep, 2025	143,340	-1,058	-0.73%	$3,933,249.00
TWO SIGMA INVESTMENTS, LP	30 Sep, 2025	139,192	39,663	39.85%	$3,819,428.00
Grandeur Peak Global Advisors, LLC	30 Sep, 2025	105,311	25,054	31.22%	$2,889,734.00

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