TWFG, Inc. - COMMON STOCK (TWFG)

CUSIP: 87318A101

Q3 2024 13F Holders as of 30 Sep 2024

Holder snapshot 5 signals
Share change
+11,927,889
SEC-reported price per share
$27.12
Number of holders
63
Value change
+$323,538,493
Number of buys
62
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
12,994,483

Security key

87318A101

Report period

Q3 2024

Institutions

63

Top holders

10

Ownership snapshot

Top reported holders of TWFG - TWFG, Inc. - COMMON STOCK (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Disclosed value leader
Comparable rows
0/0
Latest evidence
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

13F holder rows

Institutional holders as of Q3 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
63
Shares
12,110,555
Rows available
63
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2024 vs Q1 2026 Across Filers

Q1 2026 holders
85
Q3 2024 holders
63
Holder diff
-22
Investor Q1 2026 Shares Q3 2024 Shares Share Diff Share Chg % Q1 2026 value Q3 2024 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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