TWFG, Inc. - COMMON STOCK (TWFG)

Historical Holders from Q3 2024 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
TWFG on Nasdaq
Shares outstanding
15,043,404
Price per share
$28.78
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
12,175,540
Holdings value
$334,099,233
% of all portfolios
0%
Share change
+596,162
Value change
+$9,383,247
Average buys %
+0%
Average sells %
-0%
Number of holders
67
Price from insider filings
$33.16
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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
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
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
As of 30 Sep 2025, TWFG, Inc. - COMMON STOCK (TWFG) has 67 institutional shareholders filing 13F forms. They hold 12,175,540 shares of 15,043,404 outstanding shares (81%) .

Top 25 institutional shareholders own 75% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
T. Rowe Price Investment Management, Inc. 19% 2,820,977 +15% 0.05% $77,408,000
ALLIANCEBERNSTEIN L.P. 7.6% 1,137,987 -3% 0.01% $31,226,363
FMR LLC 7.2% 1,090,616 +13% 0% $29,926,499
BAMCO INC /NY/ 6.3% 954,128 +5.8% 0.07% $26,181,272
VANGUARD GROUP INC 4.3% 639,711 +3.2% 0% $17,553,670
RIVERBRIDGE PARTNERS LLC 3.6% 542,661 +58% 0.25% $14,890,618
Nuveen, LLC 3.3% 495,092 -0.94% 0% $13,585,324
CENTRAL SECURITIES CORP 3% 450,000 1% $12,348,000
Capital International Investors 3% 447,021 -13% 0% $12,266,256
VICTORY CAPITAL MANAGEMENT INC 2.3% 351,478 +57% 0.01% $9,644,556
Giverny Capital Inc. 2% 300,317 +69% 0.28% $8,240,698
GILDER GAGNON HOWE & CO LLC 1.6% 240,013 -0.14% 0.07% $6,585,957
GEODE CAPITAL MANAGEMENT, LLC 1.5% 219,781 +44% 0% $6,032,466
Alyeska Investment Group, L.P. 1.4% 215,778 +2% 0.02% $5,920,948
BlackRock, Inc. 1.2% 187,337 -0.07% 0% $5,140,527
BRASADA CAPITAL MANAGEMENT, LP 1.1% 169,416 0.79% $4,652,163
Gillson Capital LP 0.98% 147,500 0% 0.35% $4,047,000
NEXT CENTURY GROWTH INVESTORS LLC 0.95% 143,340 -0.73% 0.29% $3,933,249
TWO SIGMA INVESTMENTS, LP 0.93% 139,192 +40% 0.01% $3,819,428
Grandeur Peak Global Advisors, LLC 0.7% 105,311 +31% 0.39% $2,889,734
Ghisallo Capital Management LLC 0.66% 100,000 0% 0.09% $2,744,000
GOLDMAN SACHS GROUP INC 0.63% 95,139 +40% 0% $2,610,614
LORD, ABBETT & CO. LLC 0.61% 91,409 -63% 0.01% $2,508,000
Ascent Group, LLC 0.6% 90,402 +86% 0.09% $2,480,631
MORGAN STANLEY 0.47% 69,994 -5.8% 0% $1,920,635

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 9 $259 +$259 $28.78 1
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