Security key
87318A101
- Type / Class
- Equity / CLASS A COMMON STOCK
- Shares outstanding
- 15,128,092
- 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
Report period
Q4 2024
Institutions
76
Top holders
10
TWFG full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2025
Previous quarter: Q3 2024
TWFG, Inc. SEC filings
TWFG, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 87318A101
Recent filing periods:
Ownership snapshot
Top shareholders of TWFG - TWFG, Inc. - CLASS A 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.
Lead holder
TIAA CREF INVESTMENT MANA...
13D/G signal
TIAA CREF INVESTMENT MANA...
Evidence rows
50
Latest as of
31 Dec 2024
13D/G
13F
Lead comparable stake: 4.8%
13D/G row: TIAA CREF INVESTMENT MANAGEMENT LLC
Showing first 8 of 50 holder rows.
Open remaining rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13D/G
|
4.8%
|
$22,275,195
711,895 shares
|
$0 | 31 Dec 2024 |
| FMR LLC |
13F
Company
|
8.5%
|
$34,941,842
1,288,416 shares
|
— | 30 Sep 2024 |
| T. Rowe Price Investment Management, Inc. |
13F
Company
|
7.5%
|
$30,877,000
1,138,515 shares
|
— | 30 Sep 2024 |
| ALLIANCEBERNSTEIN L.P. |
13F
Company
|
6.2%
|
$25,495,946
940,116 shares
|
— | 30 Sep 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
Company
|
6.2%
|
$25,362,000
935,127 shares
|
— | 30 Sep 2024 |
| Nuveen Asset Management, LLC |
13F
Company
|
5.3%
|
$21,647,726
798,220 shares
|
— | 30 Sep 2024 |
| BAMCO INC /NY/ |
13F
Company
|
4.8%
|
$19,763,646
728,748 shares
|
— | 30 Sep 2024 |
| Capital International Investors |
13F
Company
|
4.4%
|
$18,220,247
671,838 shares
|
— | 30 Sep 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
76
Shares
11,849,202
Rows loaded
76
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* 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. An asterisk next to the price means the price is likely invalid.
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 change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend