TWFG, Inc. - Common Stock (TWFG)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / Common Stock
Shares outstanding
14,976,406
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

Institutional Holders of TWFG, Inc. - Common Stock (TWFG) as of Q4 2025

As of 31 Dec 2025, TWFG, Inc. - Common Stock (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
* 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.