- Type / Class
- Equity / Common Stock
- Shares outstanding
- 14,976,406
- 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
Quarterly Holders Quick Answers
What is CUSIP 87318A101?
CUSIP 87318A101 identifies TWFG - TWFG, Inc. - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
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- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 87318A101:
Top shareholders of TWFG - TWFG, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
13%
|
1,988,671
|
$61,470,000 | — | 31 Mar 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13D/G
13F
|
Company |
7.9%
|
1,170,377
|
$36,621,096 | +$7,204,867 | 31 Mar 2025 | |
| BAMCO INC /NY/ |
13D/G
13F
|
Baron Capital Group, Inc. · Company |
5.9%
|
871,661
|
$27,274,273 | $0 | 31 Dec 2024 | |
| Capital International Investors |
13F
|
Company |
5.9%
|
878,807
|
$27,163,924 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
5.9%
|
878,494
|
$27,154,249 | — | 31 Mar 2025 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13D/G
|
— |
4.8%
|
711,895
|
$22,275,195 | $0 | 31 Dec 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.1%
|
621,151
|
$19,199,777 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
3.3%
|
501,491
|
$15,501,087 | — | 31 Mar 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
2.8%
|
420,881
|
$13,009,432 | — | 31 Mar 2025 | |
| DRIEHAUS CAPITAL MANAGEMENT LLC |
13F
|
Company |
2.5%
|
379,496
|
$11,730,221 | — | 31 Mar 2025 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
1.8%
|
263,324
|
$8,139,345 | — | 31 Mar 2025 | |
| GILDER GAGNON HOWE & CO LLC |
13F
|
Company |
1.6%
|
242,055
|
$7,481,920 | — | 31 Mar 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
1.5%
|
219,490
|
$6,784,436 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.4%
|
208,128
|
$6,435,352 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
1.2%
|
182,839
|
$5,651,554 | — | 31 Mar 2025 | |
| Freestone Grove Partners LP |
13F
|
Company |
1.2%
|
178,691
|
$5,523,339 | — | 31 Mar 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
1%
|
156,154
|
$4,826,720 | — | 31 Mar 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
1%
|
151,888
|
$4,694,858 | — | 31 Mar 2025 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13F
|
Company |
1%
|
150,000
|
$4,636,500 | — | 31 Mar 2025 | |
| Gillson Capital LP |
13F
|
Company |
0.98%
|
147,499
|
$4,559,000 | — | 31 Mar 2025 | |
| ExodusPoint Capital Management, LP |
13F
|
Company |
0.88%
|
131,934
|
$4,078,000 | — | 31 Mar 2025 | |
| Ghisallo Capital Management LLC |
13F
|
Company |
0.8%
|
120,000
|
$3,709,200 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.79%
|
118,176
|
$3,652,820 | — | 31 Mar 2025 | |
| NEXT CENTURY GROWTH INVESTORS LLC |
13F
|
Company |
0.72%
|
107,736
|
$3,330,119 | — | 31 Mar 2025 | |
| Alberta Investment Management Corp |
13F
|
Company |
0.69%
|
103,697
|
$3,205,274 | — | 31 Mar 2025 | |
| Lighthouse Investment Partners, LLC |
13F
|
Company |
0.65%
|
96,603
|
$2,985,999 | — | 31 Mar 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.64%
|
96,444
|
$2,981,084 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.63%
|
93,974
|
$2,904,737 | — | 31 Mar 2025 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
0.59%
|
88,449
|
$2,734,000 | — | 31 Mar 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.56%
|
83,278
|
$2,574,123 | — | 31 Mar 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.53%
|
78,815
|
$2,436,172 | — | 31 Mar 2025 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
0.47%
|
70,724
|
$2,186,079 | — | 31 Mar 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.46%
|
68,211
|
$2,105,000 | — | 31 Mar 2025 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.38%
|
57,017
|
$1,762,395 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.38%
|
56,866
|
$1,757,728 | — | 31 Mar 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.37%
|
55,826
|
$1,725,582 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.37%
|
54,715
|
$1,691,241 | — | 31 Mar 2025 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
0.35%
|
52,942
|
$1,636,437 | — | 31 Mar 2025 | |
| Woodline Partners LP |
13F
|
Company |
0.35%
|
51,674
|
$1,597,243 | — | 31 Mar 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.33%
|
49,600
|
$1,533,136 | — | 31 Mar 2025 | |
| Ascent Group, LLC |
13F
|
Company |
0.29%
|
43,883
|
$1,356,424 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.27%
|
40,696
|
$1,257,913 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.21%
|
32,162
|
$994,127 | — | 31 Mar 2025 | |
| BLAIR WILLIAM & CO/IL |
13F
|
Company |
0.21%
|
31,336
|
$968,596 | — | 31 Mar 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.21%
|
30,729
|
$949,833 | — | 31 Mar 2025 | |
| SEVEN GRAND MANAGERS, LLC |
13F
|
Company |
0.2%
|
30,000
|
$927,300 | — | 31 Mar 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13D/G
13F
|
T. Rowe Price Associates, Inc. · Company |
0.2%
|
28,437
|
$889,794 | $0 | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.18%
|
27,398
|
$846,872 | — | 31 Mar 2025 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.15%
|
22,610
|
$698,875 | — | 31 Mar 2025 | |
| Trexquant Investment LP |
13F
|
Company |
0.12%
|
18,377
|
$568,033 | — | 31 Mar 2025 |
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 |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
70
Q2 2025 holders
81
Holder diff
11
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.