Security key
87318A101
- Type / Class
- Equity / CLASS A COMMON STOCK
- Shares outstanding
- 15,128,092
- Total 13F shares
- 11,695,209
- Share change
- +48,499
- Total reported value
- $361,490,885
- Price per share
- $30.91
- Number of holders
- 70
- Value change
- +$1,525,390
- Number of buys
- 30
- Number of sells
- 43
Report period
Q1 2025
Institutions
70
Top holders
10
TWFG full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2025
Previous quarter: Q4 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
ALLIANCEBERNSTEIN L.P.
13D/G signal
ALLIANCEBERNSTEIN L.P.
Evidence rows
50
Latest as of
31 Mar 2025
13D/G
13F
Lead comparable stake: 7.9%
13D/G row: ALLIANCEBERNSTEIN L.P.
Showing first 8 of 50 holder rows.
Open remaining rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. |
13D/G
13F
Company
|
7.9%
|
$36,621,096
1,170,377 shares
|
+$7,204,867 | 31 Mar 2025 |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13D/G
|
4.8%
|
$22,275,195
711,895 shares
|
$0 | 31 Dec 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
13D/G
Company · T. Rowe Price Associates, Inc.
|
0.2%
from 13D/G
|
$1,248,000
40,499 shares
|
— | 31 Dec 2024 |
| T. Rowe Price Investment Management, Inc. |
13F
Company
|
10%
|
$47,854,000
1,553,674 shares
|
— | 31 Dec 2024 |
| FMR LLC |
13F
Company
|
7%
|
$32,795,101
1,064,776 shares
|
— | 31 Dec 2024 |
| Capital International Investors |
13F
Company
|
5.8%
|
$27,067,256
878,807 shares
|
— | 31 Dec 2024 |
| BAMCO INC /NY/ |
13F
Company
|
5.8%
|
$26,847,159
871,661 shares
|
— | 31 Dec 2024 |
| Nuveen Asset Management, LLC |
13F
Company
|
4.7%
|
$21,926,366
711,895 shares
|
— | 31 Dec 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 Q1 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
70
Shares
11,695,209
Rows loaded
70
| 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 Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
76
Q1 2025 holders
70
Holder diff
-6
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend