TWFG, Inc. - TWFG

Sector: Financial · Industry: Insurance Agents, Brokers & Service

Website: No information yet · Social: No information yet

Company profile

Quarter snapshot

Latest / Compare

Q3 2026 · Q2 2026

Value (USD)

Total reported value ($000)

$220M

QoQ value delta ($000)

+$954K (+0.44%)

Implied price effect (QoQ)

-0.0%

Total shares

9,150,046

QoQ shares delta

+39,863 (+0.44%)

Total shares held by funds (by quarter)

Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (TWFG)

Interactive chart by TradingView.

Top holders (Q3 2026)

Top 25 only Full list

Partial Q3 2026 data: 5 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
BAMCO INC /NY/	27,298	1,135,091	0.04%
FRANKLIN RESOURCES INC	18,804	781,912	0.0%
T. Rowe Price Investment Management, Inc.	18,127	753,680	0.01%
Giverny Capital Inc.	15,691	652,452	0.53%
CENTRAL SECURITIES CORP	12,025	500,000	0.9%
VANGUARD CAPITAL MANAGEMENT LLC	11,766	489,244	0.0%
MARSHALL WACE, LLP	9,830	408,732	0.01%
TWO SIGMA INVESTMENTS, LP	8,955	372,365	0.01%
JANE STREET GROUP, LLC	8,494	353,216	0.0%
RIVERBRIDGE PARTNERS LLC	8,000	332,658	0.22%
BlackRock, Inc.	5,348	222,376	0.0%
GILDER GAGNON HOWE & CO LLC	5,319	221,180	0.05%
Alyeska Investment Group, L.P.	5,189	215,778	0.01%
CITADEL ADVISORS LLC	5,160	214,589	0.0%
Ascent Group, LLC	5,106	212,310	0.15%
GEODE CAPITAL MANAGEMENT, LLC	4,192	174,213	0.0%
RENAISSANCE TECHNOLOGIES LLC	3,605	149,900	0.0%
Gillson Capital LP	3,575	148,665	0.21%
Point72 Asset Management, L.P.	3,250	135,139	0.0%
MORGAN STANLEY	3,075	127,879	0.0%
GOLDMAN SACHS GROUP INC	2,758	114,678	0.0%
TUDOR INVESTMENT CORP ET AL	2,467	102,591	0.0%
DIMENSIONAL FUND ADVISORS LP	2,254	93,734	0.0%
Trexquant Investment LP	2,101	87,370	0.01%
BANK OF AMERICA CORP /DE/	2,033	84,570	0.0%