Latest Period
Q2 2026
Security Snapshot
TWFG, Inc. - Class A Common Stock, par value $0.01 par value per share (TWFG) Institutional Ownership
CUSIP: 87318A101
13F Institutional Holders and Ownership History from Q3 2024 to Q2 2026
Institutions Reporting
82
Shares (Excl. Options)
9,113,141
Price
$24.05
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- Security type / class
- Equity / Class A Common Stock, par value $0.01 par value per share
- Symbol
- TWFG on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 9,113,141
- Total 13F value
- $219,176,076
- Portfolio coverage rank
- 0%
- Share change
- -1,929,524
- Value change
- -$35,217,920
- Number of holders
- 82
- Shares outstanding
- 4,896,590,429
- SEC-reported price per share
- $24.05
- Insider filing price
- $24.05
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, par value $0.01 par value per share is tracked under CUSIP 87318A101.
- 82 institutions reported positions in Q2 2026.
- 8 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 85 to 82 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $202,917,884 to $219,176,076.
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 82 institutions filings for Q2 2026.
Security key
87318A101
Latest holder period
Q2 2026
13F holders
82
13D/G owners
8
CIK / CUSIP context first
Open Q2 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
8
Security
TWFG
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Bunch Richard F. III | 0.7% | $824,340,999 | 34,276,133 | Richard F. Bunch III | 30 Jun 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/ | 8.7% | +15% | $27,298,939 | -$192 | 1,135,091 | -0% | Baron Capital Group, Inc. | 30 Jun 2026 |
| FRANKLIN RESOURCES INC | 6% | $18,806,626 | 781,912 | Franklin Resources, Inc. | 30 Jun 2026 | |||
| T. Rowe Price Investment Management, Inc. | 5.8% | -59% | $18,127,587 | -$32,364,939 | 753,680 | -64% | T. Rowe Price Investment Management, Inc. | 30 Jun 2026 |
| 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 30 Jun 2026, 82 institutional investors reported holding 9,113,141 shares of TWFG, Inc. - Class A Common Stock, par value $0.01 par value per share (TWFG). This represents 0.19% of the company’s total 4,896,590,429 outstanding shares.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
8
Latest
Q2 2026
Rows shown
1-8 of 8
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 9,113,141 | $219,176,076 | -$35,217,920 | $24.05 | 82 |
| 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 |