TWFG INC TWFG
$25.80
+2.8% 52w: $17.04 – $36.04
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data17.0426.5436.04
Jun 20, 2025 Jul 2, 2026
Institutional holders
85
+15 QoQ
13F value
$202.9M
-43.7% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $221K puts
Institutional value by quarter
Number of holders
Who owns TWFG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | Long only active | 2.1M | $38.6M | 0.0% | -35.1% |
| BAMCO INC /NY/ | Other | 1.1M | $20.9M | 0.1% | +18.9% |
| Capital International Investors | Long only active | 1.1M | $19.6M | 0.0% | +11.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 570.5K | $10.5M | 0.0% | — |
| Giverny Capital Inc. ★3 | Fundamental concentrated | 552.1K | $10.2M | 0.4% | +66.5% |
| RIVERBRIDGE PARTNERS LLC | Other | 549.6K | $10.1M | 0.2% | -7.4% |
| Central Securities Corp ★3 | Fundamental concentrated | 500.0K | $9.2M | 0.8% | +5.3% |
| Nuveen, LLC | Diversified mechanical | 495.1K | $9.1M | 0.0% | Held |
| MARSHALL WACE, LLP | Quant stat arb | 266.8K | $4.9M | 0.0% | New |
| GILDER GAGNON HOWE & CO LLC | Other | 223.6K | $4.1M | 0.0% | -6.2% |
| Alyeska Investment Group, L.P. | Quant stat arb | 215.8K | $4.0M | 0.0% | Held |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 205.2K | $3.8M | 0.0% | +523.5% |
| BlackRock, Inc. | Index provider | 187.3K | $3.4M | 0.0% | Held |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 182.1K | $3.4M | 0.0% | -22.9% |
| Ascent Group, LLC | Wealth advisor | 174.4K | $3.2M | 0.1% | +70.4% |
| Balyasny Asset Management L.P. | Multistrat pod | 170.2K | $3.1M | 0.0% | +1620.7% |
| JANE STREET GROUP, LLC | Market maker | 169.0K | $3.1M | 0.0% | New |
| FMR LLC | Long only active | 151.3K | $2.8M | 0.0% | -85.8% |
| Gillson Capital LP ★2 | Fundamental diversified | 128.7K | $2.4M | 0.2% | -23.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 122.8K | $2.3M | 0.0% | +130.4% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 118.3K | $2.2M | 0.0% | +201.9% |
| MORGAN STANLEY | Bank broker | 111.5K | $2.1M | 0.0% | +208.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 109.5K | $2.0M | 0.0% | New |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 106.9K | $2.0M | 0.0% | +1191.9% |
| UBS Group AG | Bank broker | 82.2K | $1.5M | 0.0% | +79.0% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 82.0K | $1.5M | 0.0% | — |
| BRASADA CAPITAL MANAGEMENT, LP | Other | 72.1K | $1.3M | 0.2% | -55.2% |
| Qube Research & Technologies Ltd | Quant stat arb | 72.9K | $1.3M | 0.0% | +165.8% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 71.9K | $1.3M | 0.0% | -10.5% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 67.6K | $1.2M | 0.0% | New |
| STATE STREET CORP | Index provider | 66.6K | $1.2M | 0.0% | +3.4% |
| Point72 Asset Management, L.P. | Multistrat pod | 64.7K | $1.2M | 0.0% | New |
| Lighthouse Investment Partners, LLC | Quant stat arb | 59.9K | $1.1M | 0.0% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 54.1K | $995K | 0.0% | +26.7% |
| Schonfeld Strategic Advisors LLC | Multistrat pod | 49.7K | $914K | 0.0% | +85.1% |
| XTX Topco Ltd | Market maker | 45.8K | $842K | 0.0% | New |
| HRT FINANCIAL LP | Diversified mechanical | 45.6K | $837K | 0.0% | New |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 40.5K | $745K | 0.0% | +22.5% |
| TD Asset Management Inc | Diversified mechanical | 40.2K | $739K | 0.0% | -40.6% |
| NORTHERN TRUST CORP | Index provider | 40.1K | $738K | 0.0% | -34.9% |
| Trexquant Investment LP | Diversified mechanical | 37.4K | $687K | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 29.6K | $544K | 0.0% | -7.7% |
| Dynamic Technology Lab Private Ltd | Quant stat arb | 29.4K | $541K | 0.1% | +80.9% |
| TUDOR INVESTMENT CORP ET AL | Quant stat arb | 29.2K | $536K | 0.0% | New |
| AXQ CAPITAL, LP | Quant stat arb | 28.4K | $521K | 0.1% | New |
| Jump Financial, LLC | Market maker | 23.6K | $434K | 0.0% | New |
| STATE OF WISCONSIN INVESTMENT BOARD | Diversified mechanical | 23.3K | $429K | 0.0% | -9.0% |
| MANGROVE PARTNERS IM, LLC | Quant stat arb | 22.5K | $414K | 0.0% | New |
| Magnetar Financial LLC | Quant stat arb | 21.7K | $399K | 0.0% | New |
| BLALOCK WILLIAMS, LLC | Other | 19.9K | $367K | 0.3% | +66.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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