Security Snapshot

TWFG, Inc. - Common Stock (TWFG) Institutional Ownership

CUSIP: 87318A101

13F Institutional Holders and Ownership History from Q3 2024 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

70

Shares (Excl. Options)

12,145,992

Price

$28.77

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Type / Class
Equity / Common Stock
Symbol
TWFG on Nasdaq
Shares outstanding
14,976,406
Price per share
$18.16
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
12,145,992
Total reported value
$349,318,959
% of total 13F portfolios
0%
Share change
-44,997
Value change
-$819,531
Number of holders
70
Price from insider filings
$18.16
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • TWFG - TWFG, Inc. - Common Stock is tracked under CUSIP 87318A101.
  • 70 institutions reported positions in Q4 2025.
  • 7 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 70 to 2 between Q4 2025 and Q1 2026.
  • Reported value moved from $349,318,959 to $10,113,006.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 70 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 87318A101?
CUSIP 87318A101 identifies TWFG - TWFG, Inc. - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of TWFG, Inc. - Common Stock (TWFG) based on Schedule 13D/G filings

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.

Top 25 Institutional Shareholders

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

Institutional Holders of TWFG, Inc. - Common Stock (TWFG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 549,927 $10,113,006 -$812,239 $18.16 2
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