| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 19% | +14% | $77,604,710 | +$10,229,358 | 2,828,160 | +15% | T. Rowe Price Investment Management, Inc. | 30 Sep 2025 |
| ALLIANCEBERNSTEIN L.P. | 7.9% | +27% | $36,621,096 | +$7,204,867 | 1,170,377 | +24% | AllianceBernstein L.P. | 31 Mar 2025 |
| FMR LLC | 7.3% | +23% | $29,926,499 | +$5,820,628 | 1,090,616 | +24% | FMR LLC | 30 Sep 2025 |
| Capital International Investors | 6.4% | +72% | $25,486,249 | +$11,781,524 | 958,490 | +86% | Capital International Investors | 31 Dec 2025 |
| BAMCO INC /NY/ | 5.9% | $27,274,273 | 871,661 | Baron Capital Group, Inc. | 31 Dec 2024 | |||
| TIAA CREF INVESTMENT MANAGEMENT LLC | 4.8% | $22,275,195 | 711,895 | TIAA-CREF Investment Management, LLC | 31 Dec 2024 | |||
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.2% | $889,794 | 28,437 | T. Rowe Price Associates, Inc. | 31 Mar 2025 |
As of 31 Dec 2025, 70 institutional investors reported holding 12,145,992 shares of TWFG, Inc. - Common Stock (TWFG). This represents 81% of the company’s total 14,976,406 outstanding shares.
The largest institutional shareholders of TWFG, Inc. - Common Stock (TWFG) together control 77% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 19% | 2,847,719 | +0.95% | 0.05% | $81,929,000 |
| ALLIANCEBERNSTEIN L.P. | 7.2% | 1,081,383 | -5% | 0.01% | $31,111,389 |
| FMR LLC | 7.1% | 1,065,105 | -2.3% | 0% | $30,643,063 |
| Capital International Investors | 6.4% | 958,490 | +114% | 0% | $27,575,757 |
| BAMCO INC /NY/ | 6.4% | 954,463 | +0.04% | 0.07% | $27,459,901 |
| VANGUARD GROUP INC | 4.4% | 654,631 | +2.3% | 0% | $18,833,734 |
| RIVERBRIDGE PARTNERS LLC | 4% | 593,744 | +9.4% | 0.32% | $17,082,018 |
| Nuveen, LLC | 3.3% | 495,092 | 0% | 0% | $14,243,797 |
| CENTRAL SECURITIES CORP | 3.2% | 475,000 | +5.6% | 1.1% | $13,665,750 |
| Giverny Capital Inc. | 2.2% | 331,511 | +10% | 0.32% | $9,537,571 |
| LORD, ABBETT & CO. LLC | 1.7% | 255,764 | +180% | 0.02% | $7,358,000 |
| GILDER GAGNON HOWE & CO LLC | 1.6% | 238,520 | -0.62% | 0.07% | $6,862,220 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6% | 236,160 | +7.5% | 0% | $6,797,087 |
| Alyeska Investment Group, L.P. | 1.4% | 215,778 | 0% | 0.02% | $6,207,933 |
| BlackRock, Inc. | 1.3% | 187,337 | 0% | 0% | $5,389,685 |
| Gillson Capital LP | 1.1% | 169,065 | +15% | 0.32% | $4,864,000 |
| BRASADA CAPITAL MANAGEMENT, LP | 1.1% | 160,787 | -5.1% | 0.77% | $4,502,036 |
| Grandeur Peak Global Advisors, LLC | 0.78% | 116,348 | +10% | 0.45% | $3,347,332 |
| Ascent Group, LLC | 0.68% | 102,402 | +13% | 0.1% | $2,946,106 |
| VICTORY CAPITAL MANAGEMENT INC | 0.54% | 80,340 | -77% | 0% | $2,311,382 |
| TD Asset Management Inc | 0.45% | 67,704 | +8.6% | 0% | $1,947,844 |
| STATE STREET CORP | 0.43% | 64,366 | +6.2% | 0% | $1,851,810 |
| NORTHERN TRUST CORP | 0.41% | 61,661 | +15% | 0% | $1,773,987 |
| ROYCE & ASSOCIATES LP | 0.38% | 57,019 | +0% | 0.02% | $1,640,437 |
| GOLDMAN SACHS GROUP INC | 0.36% | 53,303 | -44% | 0% | $1,533,527 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |