TWFG, Inc. - COMMON STOCK (TWFG)

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / COMMON STOCK
Shares outstanding
15,043,404
Total 13F shares
11,597,496
Share change
-108,154
Total reported value
$405,906,719
Price per share
$35.00
Number of holders
81
Value change
+$110,782
Number of buys
53
Number of sells
33

Institutional Holders of TWFG, Inc. - COMMON STOCK (TWFG) as of Q2 2025

As of 30 Jun 2025, TWFG, Inc. - COMMON STOCK (TWFG) was held by 81 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 11,597,496 shares. The largest 10 holders included T. Rowe Price Investment Management, Inc., ALLIANCEBERNSTEIN L.P., FMR LLC, BAMCO INC /NY/, VANGUARD GROUP INC, Capital International Investors, Nuveen, LLC, Driehaus Capital Management LLC, RIVERBRIDGE PARTNERS LLC, and LORD, ABBETT & CO. LLC. This page lists 81 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
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.