Security key
87318A101
TWFG, Inc. - Class A Common Stock, $0.01 par value per share (TWFG)
CUSIP: 87318A101
Q1 2025 13F Holders as of 31 Mar 2025
- Security type / class
- Equity / Class A Common Stock, $0.01 par value per share
- Total 13F shares
- 11,695,209
- Total 13F value
- $361,490,885
- Share change
- +48,499
- SEC-reported price per share
- $30.91
- Number of holders
- 70
- Value change
- +$1,525,390
- Number of buys
- 30
- Number of sells
- 43
- Shares outstanding
- 13,031,867
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2025
Institutions
70
Top holders
10
TWFG full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
TWFG, Inc. SEC filings
TWFG, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 87318A101
Recent filing periods:
Ownership snapshot
Top reported holders of TWFG - TWFG, Inc. - Class A Common Stock, $0.01 par value per share (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
ALLIANCEBERNSTEIN L.P.
Disclosed value leader
T. Rowe Price Investment ...
Comparable rows
15/15
Latest evidence
31 Mar 2025
13D/G
13F
Lead comparable stake: 7.9%
13D/G row: ALLIANCEBERNSTEIN L.P.
Showing 1-6 of 15 holder rows.
Quick read
ALLIANCEBERNSTEIN L.P. leads the comparable SEC ownership view at 7.9%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens ALLIANCEBERNSTEIN L.P.'s linked filing trail.
Comparable ownership
Top 5
ALLIANCEBERNSTEIN L.P.
7.9%
TIAA CREF INVESTMENT MANAGEMENT LLC
4.8%
PRICE T ROWE ASSOCIATES INC /MD/
0.2%
T. Rowe Price Investment Manageme...
12%
FMR LLC
8.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder 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
|
12%
|
$47,854,000
1,553,674 shares
|
— | 31 Dec 2024 |
| FMR LLC |
13F
Company
|
8.2%
|
$32,795,101
1,064,776 shares
|
— | 31 Dec 2024 |
| Capital International Investors |
13F
Company
|
6.7%
|
$27,067,256
878,807 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 available
70
| 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 Q1 2025 vs Q4 2025 Across Filers
Q4 2025 holders
70
Q1 2025 holders
70
Holder diff
0
| Investor | Q4 2025 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend