TWFG, Inc. - Class A Common Stock, $0.01 par value per share (TWFG)
CUSIP: 87318A101
Q4 2025 13F Holders as of 31 Dec 2025
- Type / Class
- Equity / Class A Common Stock, $0.01 par value per share
- Shares outstanding
- 15,034,424
- Total 13F shares
- 12,145,992
- Share change
- -44,997
- Total reported value
- $349,318,959
- Price per share
- $28.77
- Number of holders
- 70
- Value change
- -$819,531
- Number of buys
- 40
- Number of sells
- 29
Quarterly Holders Quick Answers
What is CUSIP 87318A101?
CUSIP 87318A101 identifies TWFG - TWFG, Inc. - Class A Common Stock, $0.01 par value per share in SEC institutional holdings data.
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Recent filing periods for CUSIP 87318A101:
Top shareholders 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. 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 |
19%
|
2,820,977
|
$77,408,000 | — | 30 Sep 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13D/G
13F
|
Company |
7.9%
|
1,170,377
|
$36,621,096 | +$7,204,867 | 31 Mar 2025 | |
| FMR LLC |
13D/G
13F
|
Company |
7.3%
|
1,090,616
|
$29,926,499 | +$5,820,628 | 30 Sep 2025 | |
| BAMCO INC /NY/ |
13F
|
Company |
6.3%
|
954,128
|
$26,181,272 | — | 30 Sep 2025 | |
| Capital International Investors |
13D/G
13F
|
Company |
6.4%
|
958,490
|
$25,486,249 | +$11,781,524 | 31 Dec 2025 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13D/G
|
— |
4.8%
|
711,895
|
$22,275,195 | $0 | 31 Dec 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.3%
|
639,711
|
$17,553,670 | — | 30 Sep 2025 | |
| RIVERBRIDGE PARTNERS LLC |
13F
|
Company |
3.6%
|
542,661
|
$14,890,618 | — | 30 Sep 2025 | |
| Nuveen, LLC |
13F
|
Company |
3.3%
|
495,092
|
$13,585,324 | — | 30 Sep 2025 | |
| CENTRAL SECURITIES CORP |
13F
|
Company |
3%
|
450,000
|
$12,348,000 | — | 30 Sep 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
2.3%
|
351,478
|
$9,644,556 | — | 30 Sep 2025 | |
| Giverny Capital Inc. |
13F
|
Company |
2%
|
300,317
|
$8,240,698 | — | 30 Sep 2025 | |
| GILDER GAGNON HOWE & CO LLC |
13F
|
Company |
1.6%
|
240,013
|
$6,585,957 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.5%
|
219,781
|
$6,032,466 | — | 30 Sep 2025 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
1.4%
|
215,778
|
$5,920,948 | — | 30 Sep 2025 | |
| BlackRock, Inc. |
13F
|
Company |
1.2%
|
187,337
|
$5,140,527 | — | 30 Sep 2025 | |
| BRASADA CAPITAL MANAGEMENT, LP |
13F
|
Company |
1.1%
|
169,416
|
$4,652,163 | — | 30 Sep 2025 | |
| Gillson Capital LP |
13F
|
Company |
0.98%
|
147,500
|
$4,047,000 | — | 30 Sep 2025 | |
| NEXT CENTURY GROWTH INVESTORS LLC |
13F
|
Company |
0.95%
|
143,340
|
$3,933,249 | — | 30 Sep 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.93%
|
139,192
|
$3,819,428 | — | 30 Sep 2025 | |
| Grandeur Peak Global Advisors, LLC |
13F
|
Company |
0.7%
|
105,311
|
$2,889,734 | — | 30 Sep 2025 | |
| Ghisallo Capital Management LLC |
13F
|
Company |
0.67%
|
100,000
|
$2,744,000 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.63%
|
95,139
|
$2,610,614 | — | 30 Sep 2025 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
0.61%
|
91,409
|
$2,508,000 | — | 30 Sep 2025 | |
| Ascent Group, LLC |
13F
|
Company |
0.6%
|
90,402
|
$2,480,631 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.47%
|
69,994
|
$1,920,635 | — | 30 Sep 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.44%
|
65,800
|
$1,805,552 | — | 30 Sep 2025 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
0.41%
|
62,362
|
$1,711,213 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.4%
|
60,615
|
$1,663,276 | — | 30 Sep 2025 | |
| Woodline Partners LP |
13F
|
Company |
0.39%
|
58,003
|
$1,591,602 | — | 30 Sep 2025 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.38%
|
57,017
|
$1,564,546 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.36%
|
53,852
|
$1,477,698 | — | 30 Sep 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.35%
|
52,693
|
$1,445,896 | — | 30 Sep 2025 | |
| SEVEN GRAND MANAGERS, LLC |
13F
|
Company |
0.33%
|
50,000
|
$1,372,000 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
0.31%
|
46,172
|
$1,266,959 | — | 30 Sep 2025 | |
| ExodusPoint Capital Management, LP |
13F
|
Company |
0.26%
|
39,667
|
$1,088,462 | — | 30 Sep 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.24%
|
36,300
|
$996,072 | — | 30 Sep 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 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.21%
|
31,732
|
$868,000 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.2%
|
30,180
|
$828,139 | — | 30 Sep 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.2%
|
29,650
|
$813,596 | — | 30 Sep 2025 | |
| BLAIR WILLIAM & CO/IL |
13F
|
Company |
0.19%
|
28,082
|
$770,570 | — | 30 Sep 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.15%
|
22,811
|
$625,934 | — | 30 Sep 2025 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.15%
|
22,610
|
$620,418 | — | 30 Sep 2025 | |
| BOOTHBAY FUND MANAGEMENT, LLC |
13F
|
Company |
0.13%
|
20,000
|
$548,800 | — | 30 Sep 2025 | |
| Susquehanna Portfolio Strategies, LLC |
13F
|
Company |
0.11%
|
16,975
|
$465,794 | — | 30 Sep 2025 | |
| 1832 Asset Management L.P. |
13F
|
Company |
0.11%
|
16,663
|
$457,233 | — | 30 Sep 2025 | |
| Schonfeld Strategic Advisors LLC |
13F
|
Company |
0.09%
|
13,936
|
$382,401 | — | 30 Sep 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.08%
|
11,970
|
$328,457 | — | 30 Sep 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.07%
|
10,277
|
$282,001 | — | 30 Sep 2025 |
Institutional Holders of TWFG, Inc. - Class A Common Stock, $0.01 par value per share (TWFG) as of Q4 2025
As of 31 Dec 2025,
TWFG, Inc. - Class A Common Stock, $0.01 par value per share (TWFG) was held by
70 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,145,992 shares.
The largest 10 holders included
T. Rowe Price Investment Management, Inc., ALLIANCEBERNSTEIN L.P., FMR LLC, Capital International Investors, BAMCO INC /NY/, VANGUARD GROUP INC, RIVERBRIDGE PARTNERS LLC, Nuveen, LLC, CENTRAL SECURITIES CORP, and Giverny Capital Inc..
This page lists
70
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
67
Q4 2025 holders
70
Holder diff
3
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.