- Type / Class
- Equity / Common Stock
- Shares outstanding
- 14,976,406
- Total 13F shares
- 12,175,540
- Share change
- +596,162
- Total reported value
- $334,099,233
- Price per share
- $27.44
- Number of holders
- 67
- Value change
- +$9,383,247
- Number of buys
- 38
- Number of sells
- 44
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
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- 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.
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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
13D/G
|
Company |
19%
from 13D/G
|
2,455,370
|
$85,938,000 | — | 30 Jun 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
13D/G
|
Company |
7.9%
from 13D/G
|
1,172,985
|
$41,054,475 | — | 30 Jun 2025 | |
| FMR LLC |
13F
13D/G
|
Company |
7.3%
from 13D/G
|
968,068
|
$33,882,382 | — | 30 Jun 2025 | |
| BAMCO INC /NY/ |
13F
13D/G
|
Company · Baron Capital Group, Inc. |
5.9%
from 13D/G
|
902,061
|
$31,572,135 | — | 30 Jun 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%
|
619,991
|
$21,699,685 | — | 30 Jun 2025 | |
| Capital International Investors |
13F
|
Company |
3.4%
|
515,409
|
$18,039,315 | — | 30 Jun 2025 | |
| Nuveen, LLC |
13F
|
Company |
3.3%
|
499,772
|
$17,492,020 | — | 30 Jun 2025 | |
| DRIEHAUS CAPITAL MANAGEMENT LLC |
13F
|
Company |
2.5%
|
377,138
|
$13,199,830 | — | 30 Jun 2025 | |
| RIVERBRIDGE PARTNERS LLC |
13F
|
Company |
2.3%
|
344,267
|
$12,049,345 | — | 30 Jun 2025 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
1.6%
|
245,507
|
$8,593,000 | — | 30 Jun 2025 | |
| GILDER GAGNON HOWE & CO LLC |
13F
|
Company |
1.6%
|
240,356
|
$8,412,460 | — | 30 Jun 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
1.5%
|
223,298
|
$7,815,430 | — | 30 Jun 2025 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
1.4%
|
211,586
|
$7,405,510 | — | 30 Jun 2025 | |
| BlackRock, Inc. |
13F
|
Company |
1.3%
|
187,468
|
$6,561,380 | — | 30 Jun 2025 | |
| Giverny Capital Inc. |
13F
|
Company |
1.2%
|
177,848
|
$6,224,680 | — | 30 Jun 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1%
|
152,243
|
$5,330,480 | — | 30 Jun 2025 | |
| Gillson Capital LP |
13F
|
Company |
0.98%
|
147,500
|
$5,163,000 | — | 30 Jun 2025 | |
| NEXT CENTURY GROWTH INVESTORS LLC |
13F
|
Company |
0.96%
|
144,398
|
$5,053,930 | — | 30 Jun 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.86%
|
128,682
|
$4,503,870 | — | 30 Jun 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.76%
|
114,074
|
$3,992,590 | — | 30 Jun 2025 | |
| Ghisallo Capital Management LLC |
13F
|
Company |
0.67%
|
100,000
|
$3,500,000 | — | 30 Jun 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.66%
|
99,529
|
$3,483,515 | — | 30 Jun 2025 | |
| Grandeur Peak Global Advisors, LLC |
13F
|
Company |
0.54%
|
80,257
|
$2,808,995 | — | 30 Jun 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.53%
|
79,000
|
$2,765,000 | — | 30 Jun 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.53%
|
78,910
|
$2,761,850 | — | 30 Jun 2025 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
0.52%
|
78,164
|
$2,735,740 | — | 30 Jun 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.51%
|
76,871
|
$2,690,485 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.5%
|
74,306
|
$2,600,710 | — | 30 Jun 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.48%
|
71,738
|
$2,505,000 | — | 30 Jun 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.45%
|
67,788
|
$2,372,580 | — | 30 Jun 2025 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
0.38%
|
57,394
|
$2,008,790 | — | 30 Jun 2025 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.38%
|
57,017
|
$1,995,595 | — | 30 Jun 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.37%
|
55,615
|
$1,946,525 | — | 30 Jun 2025 | |
| Lighthouse Investment Partners, LLC |
13F
|
Company |
0.36%
|
53,994
|
$1,889,790 | — | 30 Jun 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.34%
|
51,204
|
$1,792,140 | — | 30 Jun 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.34%
|
50,700
|
$1,774,500 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.34%
|
50,618
|
$1,771,630 | — | 30 Jun 2025 | |
| Ascent Group, LLC |
13F
|
Company |
0.32%
|
48,547
|
$1,699,145 | — | 30 Jun 2025 | |
| ExodusPoint Capital Management, LP |
13F
|
Company |
0.32%
|
48,341
|
$1,692,000 | — | 30 Jun 2025 | |
| BOOTHBAY FUND MANAGEMENT, LLC |
13F
|
Company |
0.28%
|
41,334
|
$1,446,690 | — | 30 Jun 2025 | |
| SEVEN GRAND MANAGERS, LLC |
13F
|
Company |
0.27%
|
40,000
|
$1,400,000 | — | 30 Jun 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.23%
|
34,831
|
$1,219,085 | — | 30 Jun 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.21%
|
32,026
|
$1,120,910 | — | 30 Jun 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.21%
|
31,837
|
$1,114,295 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
0.2%
|
29,515
|
$1,033,025 | — | 30 Jun 2025 | |
| BLAIR WILLIAM & CO/IL |
13F
|
Company |
0.19%
|
28,487
|
$997,045 | — | 30 Jun 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
13D/G
|
Company · T. Rowe Price Associates, Inc. |
0.2%
from 13D/G
|
28,047
|
$982,000 | — | 30 Jun 2025 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.15%
|
22,610
|
$791,350 | — | 30 Jun 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.12%
|
18,353
|
$642,355 | — | 30 Jun 2025 |
Institutional Holders of TWFG, Inc. - Common Stock (TWFG) as of Q3 2025
As of 30 Sep 2025,
TWFG, Inc. - Common Stock (TWFG) was held by
67 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,175,540 shares.
The largest 10 holders included
T. Rowe Price Investment Management, Inc., ALLIANCEBERNSTEIN L.P., FMR LLC, BAMCO INC /NY/, VANGUARD GROUP INC, RIVERBRIDGE PARTNERS LLC, Nuveen, LLC, CENTRAL SECURITIES CORP, Capital International Investors, and VICTORY CAPITAL MANAGEMENT INC.
This page lists
67
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
81
Q3 2025 holders
67
Holder diff
-14
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 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.