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 | No change | 1,135,091 | 27,298 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 781,912 | 18,804 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 753,680 | 18,127 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Giverny Capital Inc. | History | No change | 652,452 | 15,691 | 0.53% | 0.53% | 4 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| CENTRAL SECURITIES CORP | History | No change | 500,000 | 12,025 | 0.9% | 0.9% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 489,244 | 11,766 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 408,732 | 9,830 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 372,365 | 8,955 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 353,216 | 8,494 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 347,619 | 8,346 | 0.24% | 0.22% | 10 | +14,961 | 4.5% | Q3 2026 | Nov 05, 2026 |
| BlackRock, Inc. | History | No change | 222,376 | 5,348 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | No change | 221,180 | 5,319 | 0.05% | 0.05% | 12 | 0 | 0.0% | 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 | No change | 214,589 | 5,160 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Ascent Group, LLC | History | Added to | 214,110 | 5,140 | 0.15% | 0.15% | 15 | +1,800 | 0.85% | Q3 2026 | Oct 30, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 174,213 | 4,192 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 149,900 | 3,605 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gillson Capital LP | History | No change | 148,665 | 3,575 | 0.21% | 0.21% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 135,139 | 3,250 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 127,879 | 3,075 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 114,678 | 2,758 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 107,372 | 2,578 | 0.0% | 0.0% | 22 | +13,638 | 14.55% | Q3 2026 | Nov 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 102,591 | 2,467 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 87,370 | 2,101 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 84,570 | 2,033 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 82,675 | 1,988 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 82,554 | 1,985 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 68,450 | 1,646 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 67,439 | 1,621 | 0.02% | 0.02% | 29 | 0 | 0.0% | 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 | Sep 22, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 61,728 | 1,484 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 60,048 | 1,444 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 45,064 | 1,084 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 43,698 | 1,050 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | New | 40,954 | 983 | 0.03% | — | 35 | +40,954 | New | Q3 2026 | Oct 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 31,350 | 753 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 31,116 | 748 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 28,534 | 686 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 28,404 | 683 | 0.15% | 0.15% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 28,178 | 677 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 26,089 | 628 | 0.06% | 0.1% | 41 | -13,000 | -33.26% | Q3 2026 | Oct 22, 2026 |
| BLALOCK WILLIAMS, LLC | History | No change | 22,911 | 551 | 0.36% | 0.36% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 21,008 | 505 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | No change | 19,419 | 467 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Centiva Capital, LP | History | No change | 18,559 | 446 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 16,145 | 388 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 15,091 | 362 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dockside LLC | History | No change | 13,852 | 333 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bank of New York Mellon Corp | History | No change | 13,577 | 326 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 12,059 | 289 | 0.01% | — | 50 | +12,059 | New | Q3 2026 | Oct 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 11,493 | 276 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 11,374 | 273 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 10,885 | 261 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BARCLAYS PLC | History | No change | 10,563 | 254 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 10,430 | 250 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 10,228 | 245 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 10,169 | 244 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | No change | 10,000 | 240 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 8,996 | 216 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Wyoming | History | New | 7,582 | 182 | 0.01% | — | 60 | +7,582 | New | Q3 2026 | Oct 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,391 | 153 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,907 | 142 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 4,900 | 117 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIGROUP INC | History | Added to | 2,319 | 55 | 0.0% | 0.0% | 64 | +1,644 | 243.56% | Q3 2026 | Nov 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,985 | 47 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,127 | 27 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,119 | 26 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 896 | 21 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 631 | 15 | 0.0% | 0.0% | 69 | +39 | 6.59% | Q3 2026 | Nov 04, 2026 |
| US BANCORP \DE\ | History | No change | 555 | 13 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 500 | 12 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 328 | 7 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 273 | 6 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 158 | 3 | 0.0% | 0.0% | 74 | -155 | -49.52% | Q3 2026 | Oct 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 135 | 3 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 99 | 2 | 0.0% | 0.0% | 76 | +20 | 25.32% | Q3 2026 | Nov 03, 2026 |
| GAMMA Investing LLC | History | Added to | 101 | 2 | 0.0% | 0.0% | 78 | +5 | 5.21% | Q3 2026 | Oct 08, 2026 |
| Quarry LP | History | No change | 121 | 2 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 58 | 1 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 50 | 1 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 23 | 0 | — | — | — | -3 | -11.54% | Q3 2026 | Oct 29, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |