TWFG, Inc. - COMMON STOCK (TWFG)

Historical Holders from Q3 2024 to Q3 2025

Symbol
TWFG on Nasdaq
Type / Class
Equity / COMMON STOCK
Shares outstanding
15,043,404
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
12,175,540
Holdings value
$334,099,233
% of all portfolios
0%
Number of holders
67
Number of buys
38
Number of sells
-44
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of TWFG, Inc. - COMMON STOCK (TWFG)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
T. Rowe Price Investment Management, Inc. 18.8% +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 1,090,615 +24% FMR LLC 30 Sep 2025
BAMCO INC /NY/ 5.88% $27,274,273 871,661 Baron Capital Group, Inc. 31 Dec 2024
TIAA CREF INVESTMENT MANAGEMENT LLC 4.81% $22,275,195 711,895 TIAA-CREF Investment Management, LLC 31 Dec 2024
Capital International Investors 3.5% -40% $16,848,720 -$11,879,481 515,409 -41% Capital International Investors 30 Jun 2025
PRICE T ROWE ASSOCIATES INC /MD/ 0.2% $889,794 28,437 T. Rowe Price Associates, Inc. 31 Mar 2025

Institutional Holders of TWFG, Inc. - COMMON STOCK (TWFG)

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
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 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 $30.8 76
2024 Q3 12,110,555 $328,492,395 +$323,538,493 $27.12 63