Who Owns TWFG?
TWFG, Inc. Common Stock — Institutional Ownership & 13F Holdings
$19.80
+0.07 (+0.33%)
Market Cap
$296.5M
Shares Outstanding
15,028,681
Institutional Holders
71
Total Inst. Value
$346.3M
% of Float Held
86.7%
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | T. Rowe Price Investment Management, Inc. | $61.5M | 1,988,671 |
| 2 | ALLIANCEBERNSTEIN L.P. | $36.2M | 1,170,377 |
| 3 | Capital International Investors | $27.2M | 878,807 |
| 4 | FMR LLC | $27.2M | 878,494 |
| 5 | BAMCO INC /NY/ | $26.8M | 867,824 |
| 6 | VANGUARD GROUP INC | $19.2M | 621,151 |
| 7 | Nuveen, LLC | $15.5M | 501,491 |
| 8 | AMERICAN CENTURY COMPANIES INC | $13.0M | 420,881 |
| 9 | DRIEHAUS CAPITAL MANAGEMENT LLC | $11.7M | 379,496 |
| 10 | Alyeska Investment Group, L.P. | $8.1M | 263,324 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| T. Rowe Price Investment Management, Inc. | +435K | $61.5M |
| ALLIANCEBERNSTEIN L.P. | +159K | $36.2M |
| VANGUARD GROUP INC | +4K | $19.2M |
| Alyeska Investment Group, L.P. | +35K | $8.1M |
| GEODE CAPITAL MANAGEMENT, LLC | +72K | $6.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | -290K | $1.3M |
| FMR LLC | -186K | $27.2M |
| AMERICAN CENTURY COMPANIES INC | -139K | $13.0M |
| 1832 Asset Management L.P. | -67K | $489K |
| UBS Group AG | -43K | $3.7M |
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Frequently Asked Questions
How many institutional investors hold TWFG?
As of Q1 2025, 71 institutional investors report holding TWFG (TWFG, Inc. Common Stock) in their 13F filings.
What percentage of TWFG, Inc. Common Stock is owned by institutions?
Institutional investors hold approximately 86.7% of TWFG, Inc. Common Stock's float as reported in SEC 13F filings.
Which hedge fund owns the most TWFG?
The largest institutional holder of TWFG is T. Rowe Price Investment Management, Inc. with $61.5M in shares.
Are institutions buying or selling TWFG?
This quarter, 11 institutions opened new positions in TWFG and 17 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.