TWFG, Inc. (TWFG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

15,018,182Shares Outstanding

924,222Shares held by institutions

$16,968,716Value of institutional holdings

35.73%Institutional ownership %

10.74%Shares Changed QoQ

44No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 44 institutional investors hold a position in TWFG, Inc. (NASDAQ:TWFG).

Institutional ownership in Twfg edged down to 35.7% in December 2025, compared to 81.1% in September 2025.
In percentage terms, this reflects as a holdings change of 10.74% quarter on quarter, and a decrease of 42.86% year over year.
A review of institutional activity for Twfg shows 28 of 44 filers increasing their positions, while 8 reduced their stake, and 8 remained unchanged.
This class of investors increased its holdings in Twfg to 5.37Mn shares for the 13F-cycle ending December 2025, up by 520.27K shares quarter on quarter, and down 6.44Mn shares year over year.
Capital International Investors continues to be the largest institutional holder of Twfg as of December 31, 2025, with a position of 958.49K shares, representing 6.38% of the company's outstanding stock.
Among the most significant buyers of Twfg during December 2025 were Capital International Investors (511.47K), LORD, ABBETT & CO. LLC (164.35K), RIVERBRIDGE PARTNERS LLC (51.08K), Giverny Capital Inc. (31.19K), CENTRAL SECURITIES CORP (25.00K).
Leading sellers of Twfg stock in December 2025 included VICTORY CAPITAL MANAGEMENT INC (271.14K), GOLDMAN SACHS GROUP INC (41.84K), MORGAN STANLEY (33.79K), ACADIAN ASSET MANAGEMENT LLC (30.58K), BRASADA CAPITAL MANAGEMENT, LP (8.63K).
The top 10 institutional holders of Twfg for the quarter ending December 2025 included Capital International Investors (958.49K), VANGUARD GROUP INC (654.63K), RIVERBRIDGE PARTNERS LLC (593.74K), Nuveen, LLC (495.09K), CENTRAL SECURITIES CORP (475.00K), Giverny Capital Inc. (331.51K), LORD, ABBETT & CO. LLC (255.76K), GEODE CAPITAL MANAGEMENT, LLC (236.16K), Alyeska Investment Group, L.P. (215.78K), BlackRock, Inc. (187.34K).

44 Institutional Holders

924,222 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Capital International Investors	31 Dec, 2025	958,490	511,469	114.42%	$27,575,757.00
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
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
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
STATE STREET CORP	31 Dec, 2025	64,366	3,751	6.19%	$1,851,810.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	57,019	2	0.00%	$1,640,437.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	53,303	-41,836	-43.97%	$1,533,527.00
UBS Group AG	31 Dec, 2025	45,912	-260	-0.56%	$1,320,888.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	39,200	2,900	7.99%	$1,127,784.00

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