- Type / Class
- Equity / Common Stock
- Shares outstanding
- 14,976,406
- Total 13F shares
- 11,849,202
- Share change
- -513,920
- Total reported value
- $364,949,364
- Price per share
- $30.80
- Number of holders
- 76
- Value change
- -$14,316,253
- Number of buys
- 38
- Number of sells
- 31
Quarterly Holders Quick Answers
What is CUSIP 87318A101?
CUSIP 87318A101 identifies TWFG - TWFG, Inc. - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 87318A101:
Top shareholders of TWFG - TWFG, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| FMR LLC |
13F
|
Company |
8.6%
|
1,288,416
|
$34,941,842 | — | 30 Sep 2024 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
7.6%
|
1,138,515
|
$30,877,000 | — | 30 Sep 2024 | |
| BAMCO INC /NY/ |
13D/G
13F
|
Baron Capital Group, Inc. · Company |
5.9%
|
871,661
|
$27,274,273 | $0 | 31 Dec 2024 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
6.3%
|
940,116
|
$25,495,946 | — | 30 Sep 2024 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
6.2%
|
935,127
|
$25,362,000 | — | 30 Sep 2024 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13D/G
|
— |
4.8%
|
711,895
|
$22,275,195 | $0 | 31 Dec 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
5.3%
|
798,220
|
$21,647,726 | — | 30 Sep 2024 | |
| Capital International Investors |
13F
|
Company |
4.5%
|
671,838
|
$18,220,247 | — | 30 Sep 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
3.9%
|
584,517
|
$15,852,102 | — | 30 Sep 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
3.8%
|
564,945
|
$15,321,308 | — | 30 Sep 2024 | |
| DRIEHAUS CAPITAL MANAGEMENT LLC |
13F
|
Company |
2.6%
|
385,251
|
$10,448,007 | — | 30 Sep 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
2.4%
|
359,800
|
$9,757,776 | — | 30 Sep 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
2.4%
|
355,801
|
$9,649,323 | — | 30 Sep 2024 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
2%
|
299,473
|
$8,122,000 | — | 30 Sep 2024 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
1.9%
|
280,885
|
$7,617,601 | — | 30 Sep 2024 | |
| GILDER GAGNON HOWE & CO LLC |
13F
|
Company |
1.6%
|
246,974
|
$6,697,935 | — | 30 Sep 2024 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
1.3%
|
194,070
|
$5,263,178 | — | 30 Sep 2024 | |
| BlackRock, Inc. |
13F
|
Company |
1.2%
|
182,666
|
$4,953,902 | — | 30 Sep 2024 | |
| Lighthouse Investment Partners, LLC |
13F
|
Company |
1.1%
|
170,849
|
$4,633,425 | — | 30 Sep 2024 | |
| Gillson Capital LP |
13F
|
Company |
1%
|
156,151
|
$4,235,000 | — | 30 Sep 2024 | |
| Zimmer Partners, LP |
13F
|
Company |
1%
|
151,500
|
$4,108,680 | — | 30 Sep 2024 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13F
|
Company |
1%
|
150,000
|
$4,068,000 | — | 30 Sep 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.91%
|
136,323
|
$3,698,570 | — | 30 Sep 2024 | |
| Ghisallo Capital Management LLC |
13F
|
Company |
0.8%
|
120,000
|
$3,254,400 | — | 30 Sep 2024 | |
| Alberta Investment Management Corp |
13F
|
Company |
0.8%
|
119,247
|
$3,233,979 | — | 30 Sep 2024 | |
| NEXT CENTURY GROWTH INVESTORS LLC |
13F
|
Company |
0.72%
|
108,197
|
$2,934,302 | — | 30 Sep 2024 | |
| SOROS FUND MANAGEMENT LLC |
13F
|
Company |
0.67%
|
100,000
|
$2,712,000 | — | 30 Sep 2024 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.65%
|
97,175
|
$2,635,386 | — | 30 Sep 2024 | |
| 1832 Asset Management L.P. |
13F
|
Company |
0.59%
|
88,400
|
$2,397,408 | — | 30 Sep 2024 | |
| Squarepoint Ops LLC |
13F
|
Company |
0.42%
|
63,294
|
$1,716,533 | — | 30 Sep 2024 | |
| Woodline Partners LP |
13F
|
Company |
0.41%
|
62,000
|
$1,681,440 | — | 30 Sep 2024 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.38%
|
57,000
|
$1,545,840 | — | 30 Sep 2024 | |
| Monashee Investment Management LLC |
13F
|
Company |
0.34%
|
51,277
|
$1,390,632 | — | 30 Sep 2024 | |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP |
13F
|
Company |
0.33%
|
50,000
|
$1,355,500 | — | 30 Sep 2024 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.32%
|
47,524
|
$1,288,851 | — | 30 Sep 2024 | |
| CITIGROUP INC |
13F
|
Company |
0.29%
|
44,105
|
$1,196,128 | — | 30 Sep 2024 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.27%
|
40,966
|
$1,110,998 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.23%
|
34,159
|
$926,392 | — | 30 Sep 2024 | |
| ExodusPoint Capital Management, LP |
13F
|
Company |
0.22%
|
33,154
|
$899,000 | — | 30 Sep 2024 | |
| SEVEN GRAND MANAGERS, LLC |
13F
|
Company |
0.2%
|
30,000
|
$813,600 | — | 30 Sep 2024 | |
| LPL Financial LLC |
13F
|
Company |
0.18%
|
27,586
|
$748,132 | — | 30 Sep 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.18%
|
26,210
|
$710,815 | — | 30 Sep 2024 | |
| NORGES BANK |
13F
|
Company |
0.17%
|
25,000
|
$678,000 | — | 30 Sep 2024 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
0.14%
|
21,676
|
$607,578 | — | 30 Sep 2024 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.13%
|
20,000
|
$542,400 | — | 30 Sep 2024 | |
| BOOTHBAY FUND MANAGEMENT, LLC |
13F
|
Company |
0.12%
|
18,024
|
$488,811 | — | 30 Sep 2024 | |
| PICTON MAHONEY ASSET MANAGEMENT |
13F
|
Company |
0.11%
|
17,000
|
$461,000 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.09%
|
12,833
|
$348,031 | — | 30 Sep 2024 | |
| Symphony Financial, Ltd. Co. |
13F
|
Company |
0.07%
|
11,049
|
$309,703 | — | 30 Sep 2024 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.07%
|
10,000
|
$292,600 | — | 30 Sep 2024 |
Institutional Holders of TWFG, Inc. - Common Stock (TWFG) as of Q4 2024
As of 31 Dec 2024,
TWFG, Inc. - Common Stock (TWFG) was held by
76 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,849,202 shares.
The largest 10 holders included
T. Rowe Price Investment Management, Inc., FMR LLC, ALLIANCEBERNSTEIN L.P., Capital International Investors, BAMCO INC /NY/, Nuveen Asset Management, LLC, VANGUARD GROUP INC, AMERICAN CENTURY COMPANIES INC, Driehaus Capital Management LLC, and GOLDMAN SACHS GROUP INC.
This page lists
76
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
63
Q4 2024 holders
76
Holder diff
13
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.