TWFG, Inc. - COMMON STOCK (TWFG)

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / COMMON STOCK
Shares outstanding
15,043,404
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

Institutional Holders of TWFG, Inc. - COMMON STOCK (TWFG) as of Q3 2025

As of 30 Sep 2025 TWFG, Inc. - COMMON STOCK (TWFG) had 67 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 12,175,540 shares of stock of the company.
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 table shows 67 institutional shareholders of the security as of 30 Sep 2025.
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.