Security Snapshot

TWFG, Inc. - Class A Common Stock, par value $0.01 par value per share (TWFG) Institutional Ownership

CUSIP: 87318A101

13F Institutional Holders and Ownership History from Q3 2024 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

81

Shares (Excl. Options)

9.11MFull value: 9,110,166 · shares · 30 Jun 2026

Price

$24.05

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Security type / class
Equity / Class A Common Stock, par value $0.01 par value per share
Symbol
TWFG on Nasdaq
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
9,110,166
Latest holder snapshot 5 signals
Total 13F value
$219,104,529
Portfolio coverage rank
0%
Share change
-1,932,499
Value change
-$35,289,467
Number of holders
81
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
4,896,590,429
SEC-reported price per share
$24.61
Insider filing price
$24.61
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • TWFG - TWFG, Inc. - Class A Common Stock, par value $0.01 par value per share is tracked under CUSIP 87318A101.
  • 81 institutions reported positions in Q2 2026.
  • 8 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 85 to 81 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $202.92MFull value: $202,917,884 · USD · 31 Mar 2026
    to
    $219.1MFull value: $219,104,529 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 81 institutions filings for Q2 2026.

Open SEC evidence

Security key

87318A101

13F reference period

Q2 2026

13F holders

81

13D/G owners

8

CIK / CUSIP context first

Open Q2 2026 holders TWFG full holder history TWFG, Inc. SEC filings TWFG, Inc. company facts TWFG, Inc. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
8
Security
TWFG
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Bunch Richard F. III 0.7% $824,340,999 34,276,133 Richard F. Bunch III 30 Jun 2026
ALLIANCEBERNSTEIN L.P. 7.9% +27% $36,621,096 +$7,204,867 1,170,377 +24% AllianceBernstein L.P. 31 Mar 2025
BAMCO INC /NY/ 8.7% +15% $27,298,939 -$192 1,135,091 -0% Baron Capital Group, Inc. 30 Jun 2026
FRANKLIN RESOURCES INC 6% $18,806,626 781,912 Franklin Resources, Inc. 30 Jun 2026
T. Rowe Price Investment Management, Inc. 5.8% -59% $18,127,587 -$32,364,939 753,680 -64% T. Rowe Price Investment Management, Inc. 30 Jun 2026
TIAA CREF INVESTMENT MANAGEMENT LLC 4.8% $22,275,195 711,895 TIAA-CREF Investment Management, LLC 31 Dec 2024
FMR LLC 1% -90% $2,859,209 -$17,753,432 151,281 -86% FMR LLC 31 Mar 2026
PRICE T ROWE ASSOCIATES INC /MD/ 0.2% $889,794 28,437 T. Rowe Price Associates, Inc. 31 Mar 2025
As of 30 Jun 2026, 81 institutional investors reported holding
9.11MFull value: 9,110,166 · shares · 30 Jun 2026
shares of TWFG, Inc. - Class A Common Stock, par value $0.01 par value per share (TWFG). This represents 0.19% of the company’s total
4.9BFull value: 4,896,590,429 · shares · Stored outstanding share count
outstanding shares.

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
9
Headline period
Q2 2026
Rows shown
1-9 of 9
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 89,361 $2,147,907 +$955,941 $24.01 6
2026 Q2 9,110,166 $219,104,529 -$35,289,467 $24.05 81
2026 Q1 11,033,031 $202,917,884 -$37,595,669 $18.39 85
2025 Q4 12,145,992 $349,318,959 -$819,531 $28.77 70
2025 Q3 12,175,540 $334,099,233 +$9,383,247 $27.44 67
2025 Q2 11,597,496 $405,906,719 +$110,782 $35.00 81
2025 Q1 11,695,209 $361,490,885 +$1,525,390 $30.91 70
2024 Q4 11,849,202 $364,949,364 -$14,316,253 $30.80 76
2024 Q3 12,110,555 $328,492,395 +$323,538,493 $27.12 63
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