What does CUSIP 87318A101 represent in this 13F holders report?

CUSIP 87318A101 is the security identifier for TWFG - TWFG, Inc. - Class A Common Stock, $0.01 par value per share used to aggregate holder disclosures.

How many institutions held TWFG - TWFG, Inc. - Class A Common Stock, $0.01 par value per share in Q1 2026?

85 institutional investors reported TWFG - TWFG, Inc. - Class A Common Stock, $0.01 par value per share for Q1 2026. Use the holders table for investor-level position and value details.

TWFG, Inc. - Class A Common Stock, $0.01 par value per share (TWFG)

CUSIP: 87318A101

Q1 2026 13F Holders as of 31 Mar 2026

Security type / class: Equity / Class A Common Stock, $0.01 par value per share
Total 13F shares: 11,033,031
Total 13F value: $202,917,884
Share change: -1,117,913
SEC-reported price per share: $18.39
Number of holders: 85
Value change: -$37,595,669
Number of buys: 49
Number of sells: 30
Shares outstanding: 13,031,867

Security key

87318A101

Report period

Q1 2026

Institutions

Top holders

TWFG full security history Ownership snapshot Full 13F holder table Newer quarter: Q2 2026 Previous quarter: Q4 2025 TWFG, Inc. SEC filings TWFG, Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 87318A101

Newer quarter: Q2 2026 Previous quarter: Q4 2025

Recent filing periods:

Q2 2026 Q4 2025 Q3 2025

Ownership snapshot

Top reported holders 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. 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 Mar 2026

13D/G 13F 3/4/5 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%

BAMCO INC /NY/ 7.6%

Capital International Investors 6.4%

TIAA CREF INVESTMENT MANAGEMENT LLC 4.8%

FMR LLC 1%

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 13D/G 13F	7.9%	$36,621,096 1,170,377 shares	+$7,204,867	31 Mar 2025
BAMCO INC /NY/	13F 13D/G Company · Baron Capital Group, Inc. 13F 13D/G	7.6% from 13D/G	$27,459,901 954,463 shares	—	31 Dec 2025
Capital International Investors	13F 13D/G Company 13F 13D/G	6.4% from 13D/G	$27,575,757 958,490 shares	—	31 Dec 2025
TIAA CREF INVESTMENT MANAGEMENT LLC	13D/G 13D/G	4.8%	$22,275,195 711,895 shares	$0	31 Dec 2024
FMR LLC	13F 13D/G Company 13F 13D/G	1% from 13D/G	$30,643,063 1,065,105 shares	—	31 Dec 2025
PRICE T ROWE ASSOCIATES INC /MD/	13F 13D/G Company · T. Rowe Price Associates, Inc. 13F 13D/G	0.2% from 13D/G	$950,000 33,018 shares	—	31 Dec 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 Q1 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

11,033,031

Rows available

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 Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders

Q1 2026 holders

Holder diff

Investor	Q4 2025 Shares	Q1 2026 Shares	Share Diff	Share Chg %	Q4 2025 value	Q1 2026 value	Value change	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend