TWFG, Inc. - TWFG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAMCO INC /NY/ | History | Reduced | 1,135,091 | 27,298 | 0.04% | 0.06% | 1 | -8 | -0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 781,912 | 18,804 | 0.0% | 0.0% | 2 | +771,912 | 7719.12% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 753,680 | 18,127 | 0.01% | 0.03% | 3 | -1,345,618 | -64.1% | Q2 2026 | Aug 14, 2026 |
| Giverny Capital Inc. | History | Added to | 652,452 | 15,691 | 0.53% | 0.37% | 4 | +100,345 | 18.17% | Q2 2026 | Aug 26, 2026 |
| CENTRAL SECURITIES CORP | History | No change | 500,000 | 12,025 | 0.9% | 0.76% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 489,244 | 11,766 | 0.0% | 0.0% | 6 | -81,293 | -14.25% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 408,732 | 9,830 | 0.01% | 0.0% | 7 | +141,904 | 53.18% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 372,365 | 8,955 | 0.01% | 0.0% | 8 | +167,152 | 81.45% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 353,216 | 8,494 | 0.0% | 0.0% | 9 | +184,211 | 109.0% | Q2 2026 | Aug 14, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 332,658 | 8,000 | 0.22% | 0.25% | 10 | -216,956 | -39.47% | Q2 2026 | Jul 13, 2026 |
| BlackRock, Inc. | History | Added to | 222,376 | 5,348 | 0.0% | 0.0% | 11 | +35,039 | 18.7% | Q2 2026 | Aug 07, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 221,180 | 5,319 | 0.05% | 0.05% | 12 | -2,459 | -1.1% | Q2 2026 | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 215,778 | 5,189 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 214,589 | 5,160 | 0.0% | 0.0% | 14 | +105,087 | 95.97% | Q2 2026 | Sep 02, 2026 |
| Ascent Group, LLC | History | Added to | 212,310 | 5,106 | 0.15% | 0.11% | 15 | +37,868 | 21.71% | Q2 2026 | Aug 03, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 174,213 | 4,192 | 0.0% | 0.0% | 16 | -7,879 | -4.33% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 149,900 | 3,605 | 0.0% | 0.0% | 17 | +31,573 | 26.68% | Q2 2026 | Aug 13, 2026 |
| Gillson Capital LP | History | Added to | 148,665 | 3,575 | 0.21% | 0.19% | 18 | +20,000 | 15.54% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 135,139 | 3,250 | 0.0% | 0.0% | 19 | +70,471 | 108.97% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 127,879 | 3,075 | 0.0% | 0.0% | 20 | +16,353 | 14.66% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 114,678 | 2,758 | 0.0% | 0.0% | 21 | -8,154 | -6.64% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 102,591 | 2,467 | 0.0% | 0.0% | 22 | +73,426 | 251.76% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 93,734 | 2,254 | 0.0% | 0.0% | 23 | +26,122 | 38.64% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | Added to | 87,370 | 2,101 | 0.01% | 0.0% | 24 | +49,991 | 133.74% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 84,570 | 2,033 | 0.0% | 0.0% | 25 | +30,459 | 56.29% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 82,675 | 1,988 | 0.0% | 0.0% | 26 | +10,765 | 14.97% | Q2 2026 | Aug 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 82,554 | 1,985 | 0.0% | 0.0% | 27 | +571 | 0.7% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 68,450 | 1,646 | 0.0% | 0.0% | 28 | -4,485 | -6.15% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 67,439 | 1,621 | 0.02% | 0.01% | 29 | +21,653 | 47.29% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 66,566 | 1,600 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 61,728 | 1,484 | 0.01% | 0.01% | 31 | +12,029 | 24.2% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 60,048 | 1,444 | 0.0% | 0.0% | 32 | -46,858 | -43.83% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 45,064 | 1,084 | 0.0% | 0.0% | 33 | +4,605 | 11.38% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 43,698 | 1,050 | 0.0% | 0.0% | 34 | -38,487 | -46.83% | Q2 2026 | Aug 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 39,089 | 942 | 0.1% | 0.04% | 35 | +23,682 | 153.71% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 31,350 | 753 | 0.0% | 0.0% | 36 | +1,775 | 6.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 31,116 | 748 | 0.0% | 0.0% | 37 | -9,015 | -22.46% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | Added to | 28,534 | 686 | 0.03% | 0.01% | 38 | +21,427 | 301.49% | Q2 2026 | Aug 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 28,404 | 683 | 0.15% | 0.09% | 39 | -992 | -3.37% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 28,178 | 677 | 0.0% | — | 40 | +28,178 | New | Q2 2026 | Aug 14, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 22,911 | 551 | 0.36% | 0.28% | 41 | +2,978 | 14.94% | Q2 2026 | Aug 07, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 21,008 | 505 | 0.0% | 0.0% | 42 | -2,315 | -9.93% | Q2 2026 | Aug 14, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 19,419 | 467 | 0.08% | 0.25% | 43 | -52,680 | -73.07% | Q2 2026 | Aug 17, 2026 |
| Centiva Capital, LP | History | Added to | 18,559 | 446 | 0.0% | 0.0% | 44 | +7,609 | 69.49% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,145 | 388 | 0.0% | 0.0% | 45 | +3,087 | 23.64% | Q2 2026 | Aug 03, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Reduced | 15,091 | 362 | 0.02% | 0.03% | 46 | -7,407 | -32.92% | Q2 2026 | Aug 14, 2026 |
| Dockside LLC | History | Added to | 13,852 | 333 | 0.08% | 0.06% | 47 | +1,810 | 15.03% | Q2 2026 | Aug 03, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 13,577 | 326 | 0.0% | 0.0% | 48 | -1,114 | -7.58% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 11,493 | 276 | 0.0% | 0.0% | 49 | +10,337 | 894.2% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | Reduced | 11,374 | 273 | 0.0% | 0.01% | 50 | -12,199 | -51.75% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | New | 10,885 | 261 | 0.0% | — | 51 | +10,885 | New | Q2 2026 | Aug 03, 2026 |
| BARCLAYS PLC | History | Reduced | 10,563 | 254 | 0.0% | 0.0% | 52 | -162 | -1.51% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 10,430 | 250 | 0.0% | 0.0% | 53 | +153 | 1.49% | Q2 2026 | Aug 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 10,228 | 245 | 0.0% | — | 54 | +10,228 | New | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 10,169 | 244 | 0.01% | 0.01% | 55 | -6,066 | -37.36% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | No change | 10,000 | 240 | 0.01% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 8,996 | 216 | 0.01% | — | 57 | +8,996 | New | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 6,391 | 153 | 0.0% | 0.0% | 58 | -94 | -1.45% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,907 | 142 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 4,900 | 117 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,985 | 47 | 0.0% | 0.0% | 61 | +225 | 12.78% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1,127 | 27 | 0.0% | — | 62 | +1,127 | New | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 1,119 | 26 | 0.0% | 0.0% | 63 | -150,162 | -99.26% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 896 | 21 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIGROUP INC | History | Reduced | 675 | 16 | 0.0% | 0.0% | 65 | -1,393 | -67.36% | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 592 | 14 | 0.0% | — | 66 | +592 | New | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | No change | 555 | 13 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 500 | 12 | 0.0% | 0.0% | 68 | -293 | -36.95% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 703 | 12 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 328 | 7 | 0.0% | — | 71 | +328 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 313 | 7 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 273 | 6 | 0.0% | 0.0% | 72 | +150 | 121.95% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 131 | 3 | 0.0% | 0.0% | 73 | +31 | 31.0% | Q2 2026 | Jul 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 135 | 3 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | New | 121 | 2 | 0.0% | — | 75 | +121 | New | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | New | 96 | 2 | 0.0% | — | 76 | +96 | New | Q2 2026 | Jul 07, 2026 |
| JPMORGAN CHASE & CO | History | New | 58 | 1 | 0.0% | — | 79 | +58 | New | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 50 | 1 | 0.0% | — | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 79 | 1 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital International Investors | History | Closed out | 0 | 0 | — | 0.0% | — | -1,065,732 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -495,092 | -100.0% | Q2 2026 | Aug 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -170,182 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -59,909 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -45,555 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,208 | -100.0% | Q2 2026 | Aug 04, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -28,353 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,683 | -100.0% | Q2 2026 | Aug 14, 2026 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,962 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,878 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -12,473 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2 | 0 | — | 0.0% | — | -7,009 | -99.97% | Q2 2026 | Aug 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,357 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,156 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 26 | 0 | — | — | — | +23 | 766.67% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | Added to | 9 | 0 | — | — | — | +6 | 200.0% | Q2 2026 | Aug 10, 2026 |
| Rachor Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Jul 16, 2026 |