TWFG, Inc. - COMMON STOCK (TWFG)

Historical Holders from Q3 2024 to Q3 2025

Symbol
TWFG on Nasdaq
CUSIP
87318A101
Type / Class
Equity / COMMON STOCK
Shares outstanding
15M
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
12.2M
Holdings value
$334M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
67
Number of buys
38
Number of sells
-44
Average Value change %
+0%
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% +13.5% $77.6M $10.2M 2.83M +15.2% T. Rowe Price Investment Management, Inc. Sep 30, 2025
ALLIANCEBERNSTEIN L.P. 7.9% +26.7% $36.6M $7.2M 1.17M +24.5% AllianceBernstein L.P. Mar 31, 2025
FMR LLC 7.3% +23.3% $29.9M $5.82M 1.09M +24.1% FMR LLC Sep 30, 2025
BAMCO INC /NY/ 5.88% $27.3M 872K Baron Capital Group, Inc. Dec 31, 2024
TIAA CREF INVESTMENT MANAGEMENT LLC 4.81% $22.3M 712K TIAA-CREF Investment Management, LLC Dec 31, 2024
Capital International Investors 3.5% -40% $16.8M -$11.9M 515K -41.4% Capital International Investors Jun 30, 2025
PRICE T ROWE ASSOCIATES INC /MD/ 0.2% $890K 28.4K T. Rowe Price Associates, Inc. Mar 31, 2025

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

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 12.2M $334M +$9.38M $27.44 67
2025 Q2 11.6M $406M +$111K $35.00 81
2025 Q1 11.7M $361M +$1.53M $30.91 70
2024 Q4 11.8M $365M -$13.5M $30.80 76
2024 Q3 12.1M $328M +$323M $27.12 61