Latest Period
Q1 2026
Security Snapshot
TWFG, Inc. - Class A Common Stock, $0.01 par value per share (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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- Type / Class
- Equity / Class A Common Stock, $0.01 par value per share
- Symbol
- TWFG on Nasdaq
- Shares outstanding
- 15,034,424
- Price per share
- $18.90
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 11,033,031
- Total reported value
- $202,917,884
- % of total 13F portfolios
- 0%
- Share change
- -1,117,913
- Value change
- -$37,595,669
- Number of holders
- 85
- Price from insider filings
- $18.90
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- TWFG - TWFG, Inc. - Class A Common Stock, $0.01 par value per share is tracked under CUSIP 87318A101.
- 85 institutions reported positions in Q1 2026.
- 7 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 70 to 85 between Q4 2025 and Q1 2026.
- Reported value moved from $349,318,959 to $202,917,884.
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
Open SEC Evidence
Latest holder context comes from 85 institutions filings for Q1 2026.
Investment Quick Answers
What is CUSIP 87318A101?
CUSIP 87318A101 identifies TWFG - TWFG, Inc. - Class A Common Stock, $0.01 par value per share in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 87318A101:
Significant Owners of TWFG, Inc. - Class A Common Stock, $0.01 par value per share (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. | 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 |
| 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 |
| 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 Mar 2026, 85 institutional investors reported holding 11,033,031 shares of TWFG, Inc. - Class A Common Stock, $0.01 par value per share (TWFG). This represents 73% of the company’s total 15,034,424 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of TWFG, Inc. - Class A Common Stock, $0.01 par value per share (TWFG) together control 64% 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. | 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% | 1,065,732 | +11% | 0% | $19,598,811 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.8% | 570,537 | 0% | 0% | $10,492,175 |
| Giverny Capital Inc. | 3.7% | 552,107 | +67% | 0.37% | $10,153,248 |
| RIVERBRIDGE PARTNERS LLC | 3.7% | 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 | 0.86% | 128,665 | -24% | 0.19% | $2,366,000 |
| GOLDMAN SACHS GROUP INC | 0.82% | 122,832 | +130% | 0% | $2,258,880 |
| RENAISSANCE TECHNOLOGIES LLC | 0.79% | 118,327 | +202% | 0% | $2,176,034 |
| MORGAN STANLEY | 0.74% | 111,526 | +208% | 0% | $2,050,963 |
| CITADEL ADVISORS LLC | 0.73% | 109,502 | 0% | $2,013,742 | |
| MILLENNIUM MANAGEMENT LLC | 0.71% | 106,906 | +1192% | 0% | $1,966,001 |
| UBS Group AG | 0.55% | 82,185 | +79% | 0% | $1,511,382 |
Institutional Holders of TWFG, Inc. - Class A Common Stock, $0.01 par value per share (TWFG) across Reporting Periods
| Period | Reported 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 |