TWFG, Inc. - COMMON STOCK (TWFG)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / COMMON STOCK
Shares outstanding
15,043,404
Number of holders
76
Total 13F shares, excl. options
11,849,202
Shares change
-513,920
Total reported value, excl. options
$364,949,364
Value change
-$14,316,253
Number of buys
38
Number of sells
-31
Price
$30.80

Significant Holders of TWFG, Inc. - COMMON STOCK (TWFG) as of Q4 2024

84 filings reported holding TWFG - TWFG, Inc. - COMMON STOCK as of Q4 2024.
TWFG, Inc. - COMMON STOCK (TWFG) has 76 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 11,849,202 shares of 15,043,404 outstanding shares and own 79% of the company stock.
Largest 10 shareholders include T. Rowe Price Investment Management, Inc. (1,553,674 shares), FMR LLC (1,064,776 shares), ALLIANCEBERNSTEIN L.P. (1,011,222 shares), Capital International Investors (878,807 shares), BAMCO INC /NY/ (871,661 shares), Nuveen Asset Management, LLC (711,895 shares), VANGUARD GROUP INC (616,899 shares), AMERICAN CENTURY COMPANIES INC (559,967 shares), Driehaus Capital Management LLC (380,925 shares), and GOLDMAN SACHS GROUP INC (330,407 shares).
This table shows the top 76 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* 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.