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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,081,383 | 31,111 | 0.01% | 0.01% | 1 | -56,604 | -4.97% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 1,065,105 | 30,643 | 0.0% | 0.0% | 2 | -25,511 | -2.34% | Q4 2025 | Feb 17, 2026 |
| Capital International Investors | History | Added to | 958,490 | 27,575 | 0.0% | 0.0% | 3 | +511,469 | 114.42% | Q4 2025 | Feb 11, 2026 |
| BAMCO INC /NY/ | History | Added to | 954,463 | 27,459 | 0.07% | 0.07% | 4 | +335 | 0.04% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 654,631 | 18,833 | 0.0% | 0.0% | 5 | +14,920 | 2.33% | Q4 2025 | Jan 29, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 593,744 | 17,082 | 0.32% | 0.25% | 6 | +51,083 | 9.41% | Q4 2025 | Jan 13, 2026 |
| Nuveen, LLC | History | No change | 495,092 | 14,243 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CENTRAL SECURITIES CORP | History | Added to | 475,000 | 13,665 | 1.1% | 1.02% | 8 | +25,000 | 5.56% | Q4 2025 | Feb 10, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 386,622 | 11,124 | 0.01% | 0.05% | 9 | -2,434,355 | -86.29% | Q4 2025 | Feb 19, 2026 |
| Giverny Capital Inc. | History | Added to | 331,511 | 9,537 | 0.32% | 0.28% | 10 | +31,194 | 10.39% | Q4 2025 | Feb 13, 2026 |
| LORD, ABBETT & CO. LLC | History | Added to | 255,764 | 7,358 | 0.02% | 0.01% | 11 | +164,355 | 179.8% | Q4 2025 | Feb 13, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 238,520 | 6,862 | 0.07% | 0.07% | 12 | -1,493 | -0.62% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 236,160 | 6,797 | 0.0% | 0.0% | 13 | +16,379 | 7.45% | Q4 2025 | Feb 09, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 215,778 | 6,207 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | No change | 187,337 | 5,389 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gillson Capital LP | History | Added to | 169,065 | 4,864 | 0.32% | 0.35% | 16 | +21,565 | 14.62% | Q4 2025 | Feb 17, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 160,787 | 4,502 | 0.76% | 0.78% | 17 | -8,629 | -5.09% | Q4 2025 | Feb 13, 2026 |
| Grandeur Peak Global Advisors, LLC | History | Added to | 116,348 | 3,347 | 0.45% | 0.39% | 18 | +11,037 | 10.48% | Q4 2025 | Feb 13, 2026 |
| Ascent Group, LLC | History | Added to | 102,402 | 2,946 | 0.1% | 0.09% | 19 | +12,000 | 13.27% | Q4 2025 | Jan 20, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 80,340 | 2,311 | 0.0% | 0.01% | 20 | -271,138 | -77.14% | Q4 2025 | Feb 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 67,704 | 1,947 | 0.0% | 0.0% | 21 | +5,342 | 8.57% | Q4 2025 | Feb 10, 2026 |
| STATE STREET CORP | History | Added to | 64,366 | 1,851 | 0.0% | 0.0% | 22 | +3,751 | 6.19% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 61,661 | 1,773 | 0.0% | 0.0% | 23 | +7,809 | 14.5% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 57,019 | 1,640 | 0.02% | 0.02% | 24 | +2 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 53,303 | 1,533 | 0.0% | 0.0% | 25 | -41,836 | -43.97% | Q4 2025 | Mar 25, 2026 |
| Ghisallo Capital Management LLC | History | Reduced | 50,000 | 1,438 | 0.06% | 0.09% | 26 | -50,000 | -50.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 45,912 | 1,320 | 0.0% | 0.0% | 27 | -260 | -0.56% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 42,696 | 1,228 | 0.0% | 0.0% | 28 | +12,516 | 41.47% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 39,200 | 1,127 | 0.0% | 0.0% | 29 | +2,900 | 7.99% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 36,203 | 1,041 | 0.0% | 0.0% | 30 | -33,791 | -48.28% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 33,018 | 950 | 0.0% | 0.0% | 31 | +1,800 | 5.77% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 32,914 | 946 | 0.0% | 0.01% | 32 | -106,278 | -76.35% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 32,026 | 921 | 0.0% | 0.0% | 33 | +2,376 | 8.01% | Q4 2025 | Feb 18, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 27,436 | 789 | 0.0% | 0.0% | 34 | -25,257 | -47.93% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 26,848 | 772 | 0.0% | 0.0% | 35 | +12,912 | 92.65% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 25,641 | 737 | 0.0% | 0.0% | 36 | +3,031 | 13.41% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 20,959 | 602 | 0.0% | — | 37 | +20,959 | New | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 19,896 | 572 | 0.0% | 0.0% | 38 | -8,186 | -29.15% | Q4 2025 | Feb 17, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 16,252 | 468 | 0.11% | — | 39 | +16,252 | New | Q4 2025 | Feb 13, 2026 |
| Dockside LLC | History | New | 15,987 | 459 | 0.12% | — | 40 | +15,987 | New | Q4 2025 | Feb 13, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 15,373 | 442 | 0.0% | 0.0% | 41 | -1,290 | -7.74% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 15,231 | 438 | 0.0% | — | 42 | +15,231 | New | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 12,640 | 363 | 0.0% | 0.0% | 43 | +670 | 5.6% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 12,232 | 351 | 0.0% | 0.0% | 44 | +2,800 | 29.69% | Q4 2025 | Feb 10, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 11,942 | 343 | 0.27% | 0.23% | 45 | +2,343 | 24.41% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 11,724 | 337 | 0.01% | — | 46 | +11,724 | New | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 10,473 | 301 | 0.0% | 0.01% | 47 | -6,502 | -38.3% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 10,277 | 295 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 10,000 | 287 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 9,890 | 284 | 0.0% | — | 50 | +9,890 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 8,275 | 238 | 0.0% | 0.0% | 51 | -14,536 | -63.72% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,178 | 207 | 0.0% | — | 52 | +7,178 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 6,374 | 183 | 0.0% | 0.0% | 53 | +1,861 | 41.24% | Q4 2025 | Feb 13, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 4,900 | 140 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 2,357 | 67 | 0.0% | — | 55 | +2,357 | New | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | New | 1,520 | 43 | 0.0% | — | 56 | +1,520 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,421 | 40 | 0.0% | 0.0% | 57 | -3,747 | -72.5% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,257 | 36 | 0.0% | 0.0% | 58 | -62 | -4.7% | Q4 2025 | Jan 30, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 1,156 | 33 | 0.0% | 0.0% | 59 | -30,576 | -96.36% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 896 | 25 | 0.0% | 0.0% | 60 | +454 | 102.71% | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 793 | 22 | 0.0% | 0.0% | 61 | +16 | 2.06% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | No change | 703 | 20 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | New | 337 | 9 | 0.0% | — | 63 | +337 | New | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 135 | 3 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 100 | 2 | 0.0% | — | 65 | +100 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 100 | 2 | 0.0% | — | 66 | +100 | New | Q4 2025 | Feb 03, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -143,340 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -65,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -58,003 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SEVEN GRAND MANAGERS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -50,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -5,355 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,003 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -544 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 30 | 0 | — | 0.0% | — | -136 | -81.93% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GAMMA Investing LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 05, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 30, 2026 |
| BARCLAYS PLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |