Latest Period
Q1 2026
Security Snapshot
TWFG, Inc. - CLASS A COMMON STOCK (TWFG) Institutional Ownership
CUSIP: 87318A101
13F Institutional Holders and Ownership History from Q3 2024 to Q1 2026
Institutions Reporting
85
Shares (Excl. Options)
11,033,031
Price
$18.39
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- Security type / class
- Equity / CLASS A COMMON STOCK
- Symbol
- TWFG on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 11,033,031
- Total 13F value
- $202,917,884
- Portfolio coverage rank
- 0%
- Share change
- -1,117,913
- Value change
- -$37,595,669
- Number of holders
- 85
- Shares outstanding
- 15,128,092
- SEC-reported price per share
- $18.90
- Insider filing price
- $18.90
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- TWFG - TWFG, Inc. - CLASS A COMMON STOCK is tracked under CUSIP 87318A101.
- 85 institutions reported positions in Q1 2026.
- 7 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 70 to 85 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $349,318,959 to $202,917,884.
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
Open SEC evidence
Latest holder context comes from 85 institutions filings for Q1 2026.
Security key
87318A101
Latest holder period
Q1 2026
13F holders
85
13D/G owners
7
CIK / CUSIP context first
Open Q1 2026 holders
TWFG full holder history
TWFG, Inc. SEC filings
TWFG, Inc. company facts
TWFG, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 87318A101:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
7
Security
TWFG
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 14% | -25% | $40,726,381 | -$14,139,923 | 2,099,298 | -26% | T. Rowe Price Investment Management, Inc. | 31 Mar 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/ | 7.6% | +28% | $22,020,921 | +$5,110,697 | 1,135,099 | +30% | Baron Capital Group, Inc. | 31 Mar 2026 |
| Capital International Investors | 6.4% | +72% | $25,486,249 | +$11,781,524 | 958,490 | +86% | Capital International Investors | 31 Dec 2025 |
| 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 31 Mar 2026, 85 institutional investors reported holding 11,033,031 shares of TWFG, Inc. - CLASS A COMMON STOCK (TWFG). This represents 73% of the company’s total 15,128,092 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
64%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 14% | 2,099,298 | -26% | 0.03% | $38,607,000 |
| BAMCO INC /NY/ | 7.5% | 1,135,099 | +19% | 0.06% | $20,874,471 |
| Capital International Investors | 7% | 1,065,732 | +11% | 0% | $19,598,811 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.8% | 570,537 | 0% | 0% | $10,492,175 |
| Giverny Capital Inc. | 3.6% | 552,107 | +67% | 0.37% | $10,153,248 |
| RIVERBRIDGE PARTNERS LLC | 3.6% | 549,614 | -7.4% | 0.25% | $10,107,397 |
| Central Securities Corp | 3.3% | 500,000 | +5.3% | 0.76% | $9,195,000 |
| Nuveen, LLC | 3.3% | 495,092 | 0% | 0% | $9,104,742 |
| MARSHALL WACE, LLP | 1.8% | 266,828 | 0.01% | $4,906,967 | |
| GILDER GAGNON HOWE & CO LLC | 1.5% | 223,639 | -6.2% | 0.05% | $4,112,721 |
| Alyeska Investment Group, L.P. | 1.4% | 215,778 | 0% | 0.01% | $3,968,157 |
| TWO SIGMA INVESTMENTS, LP | 1.4% | 205,213 | +523% | 0% | $3,773,867 |
| BlackRock, Inc. | 1.2% | 187,337 | 0% | 0% | $3,445,127 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.2% | 182,092 | -23% | 0% | $3,350,527 |
| Ascent Group, LLC | 1.2% | 174,442 | +70% | 0.11% | $3,207,988 |
| Balyasny Asset Management L.P. | 1.1% | 170,182 | +1621% | 0.01% | $3,129,647 |
| JANE STREET GROUP, LLC | 1.1% | 169,005 | 0% | $3,108,002 | |
| FMR LLC | 1% | 151,281 | -86% | 0% | $2,782,056 |
| Gillson Capital LP | 0.85% | 128,665 | -24% | 0.19% | $2,366,000 |
| GOLDMAN SACHS GROUP INC | 0.81% | 122,832 | +130% | 0% | $2,258,880 |
| RENAISSANCE TECHNOLOGIES LLC | 0.78% | 118,327 | +202% | 0% | $2,176,034 |
| MORGAN STANLEY | 0.74% | 111,526 | +208% | 0% | $2,050,963 |
| CITADEL ADVISORS LLC | 0.72% | 109,502 | 0% | $2,013,742 | |
| MILLENNIUM MANAGEMENT LLC | 0.71% | 106,906 | +1192% | 0% | $1,966,001 |
| UBS Group AG | 0.54% | 82,185 | +79% | 0% | $1,511,382 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
7
Latest
Q1 2026
Rows shown
1-7 of 7
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |