Security key
87318A101
- Security type / class
- Equity / COMMON STOCK
- Total 13F shares
- 12,145,992
- Total 13F value
- $349,318,959
- Share change
- -44,997
- SEC-reported price per share
- $28.77
- Number of holders
- 70
- Value change
- -$819,531
- Number of buys
- 40
- Number of sells
- 29
- Shares outstanding
- 12,994,483
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2025
Institutions
70
Top holders
10
TWFG full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2026
Previous quarter: Q3 2025
TWFG, Inc. SEC filings
TWFG, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 87318A101
Recent filing periods:
Ownership snapshot
Top reported holders of TWFG - TWFG, Inc. - COMMON STOCK (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
ALLIANCEBERNSTEIN L.P.
Disclosed value leader
T. Rowe Price Investment ...
Comparable rows
15/15
Latest evidence
31 Dec 2025
13D/G
13F
Lead comparable stake: 7.9%
13D/G row: ALLIANCEBERNSTEIN L.P.
Showing 1-6 of 15 holder rows.
Quick read
ALLIANCEBERNSTEIN L.P. leads the comparable SEC ownership view at 7.9%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens ALLIANCEBERNSTEIN L.P.'s linked filing trail.
Comparable ownership
Top 5
ALLIANCEBERNSTEIN L.P.
7.9%
Capital International Investors
6.4%
TIAA CREF INVESTMENT MANAGEMENT LLC
4.8%
PRICE T ROWE ASSOCIATES INC /MD/
0.2%
T. Rowe Price Investment Manageme...
22%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. |
13D/G
13F
Company
|
7.9%
|
$36,621,096
1,170,377 shares
|
+$7,204,867 | 31 Mar 2025 |
| Capital International Investors |
13D/G
13F
Company
|
6.4%
|
$25,486,249
958,490 shares
|
+$11,781,524 | 31 Dec 2025 |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13D/G
|
4.8%
|
$22,275,195
711,895 shares
|
$0 | 31 Dec 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13D/G
13F
T. Rowe Price Associates, Inc. · Company
|
0.2%
|
$889,794
28,437 shares
|
$0 | 31 Mar 2025 |
| T. Rowe Price Investment Management, Inc. |
13F
Company
|
22%
|
$77,408,000
2,820,977 shares
|
— | 30 Sep 2025 |
| FMR LLC |
13F
Company
|
8.4%
|
$29,926,499
1,090,616 shares
|
— | 30 Sep 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
70
Shares
12,145,992
Rows available
70
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
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 change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend