Who Owns TWFG, Inc. Common Stock (TWFG)?Hedge Fund & Institutional Holders

$19.79+0.22 (+1.12%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.1000000274590006e+225T

% of Float Held

—

QoQ Change in Holders

+5 / -5

Price History

$17.22$21.92$26.63$31.34$36.04Sep 24Jun 25Mar 26

TWFG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Ascent Group, LLCNew Position+102K+$2.9B
RIVERBRIDGE PARTNERS LLCIncreased+51K+$2.2B
CENTRAL SECURITIES CORPIncreased+25K+$1.3B
BAMCO INC /NY/Increased+335+$1.3B
Giverny Capital Inc.Increased+31K+$759.3M
EMERALD MUTUAL FUND ADVISERS TRUSTNew Position+5K+$140.0M
ROYCE & ASSOCIATES LPIncreased+2+$75.5M
FIFTH THIRD BANCORPIncreased+454+$12.9M
Farther Finance Advisors, LLCNew Position+337+$9.0M
LORD, ABBETT & CO. LLCIncreased+164K+$4.5M
RENAISSANCE TECHNOLOGIES LLCIncreased+3K+$3.9M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+100+$2.0M
Gillson Capital LPIncreased+22K+$817K
Dynamic Technology Lab Private LtdNew Position+16K+$468K
Grandeur Peak Global Advisors, LLCIncreased+11K+$458K

TWFG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
VICTORY CAPITAL MANAGEMENT INCDecreased-271K-$7.6B
NEXT CENTURY GROWTH INVESTORS LLCClosed Position-143K-$3.9B
TWO SIGMA INVESTMENTS, LPDecreased-106K-$3.8B
TWO SIGMA ADVISERS, LPClosed Position-66K-$1.8B
GOLDMAN SACHS GROUP INCDecreased-42K-$1.6B
Woodline Partners LPClosed Position-58K-$1.6B
Qube Research & Technologies LtdDecreased-25K-$1.4B
SEVEN GRAND MANAGERS, LLCClosed Position-50K-$1.4B
Ghisallo Capital Management LLCDecreased-50K-$1.3B
ExodusPoint Capital Management, LPDecreased-19K-$1.1B
FMR LLCDecreased-26K-$925.0M
BLAIR WILLIAM & CO/ILDecreased-8K-$770.6M
MILLENNIUM MANAGEMENT LLCDecreased-15K-$625.9M
BOOTHBAY FUND MANAGEMENT, LLCClosed Position-20K-$548.8M
1832 Asset Management L.P.Decreased-1K-$457.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ALLIANCEBERNSTEIN L.P.1,081,383$31.0B0.01%Share
2BAMCO INC /NY/954,463$27.5B0.07%Share
3FMR LLC642,110$18.0B0.00%Share
4RIVERBRIDGE PARTNERS LLC593,744$17.1B0.32%Share
5Nuveen, LLC495,092$14.0B0.00%Share
6CENTRAL SECURITIES CORP475,000$13.7B1.10%Share
7Giverny Capital Inc.331,511$9.0B0.30%Share
8GILDER GAGNON HOWE & CO LLC238,520$6.9B0.07%Share
9FMR LLC237,158$6.0B0.00%Share
10Alyeska Investment Group, L.P.215,778$6.0B0.02%Share
11FMR LLC185,719$5.0B0.00%Share
12Ascent Group, LLC101,970$2.9B0.10%Share
13VICTORY CAPITAL MANAGEMENT INC80,340$2.0B0.00%Share
14ROYCE & ASSOCIATES LP57,019$1.6B0.02%Share
15Ghisallo Capital Management LLC50,000$1.4B0.06%Share
16UBS Group AG45,433$1.3B0.00%Share
17RENAISSANCE TECHNOLOGIES LLC39,200$1.0B0.00%Share
18TD ASSET MANAGEMENT INC67,704$1.0B0.00%Share
19GOLDMAN SACHS GROUP INC53,303$1.0B0.00%Share
20EMERALD MUTUAL FUND ADVISERS TRUST4,900$140.0M0.01%Share
21Capital International Investors958,490$27.0M0.00%Share
22FIFTH THIRD BANCORP896$25.0M0.00%Share
23US BANCORP \DE\723$20.0M0.00%Share
24US BANCORP \DE\534$15.0M0.00%Share
25UBS Group AG479$13.0M0.00%Share
26Ascent Group, LLC432$12.0M0.00%Share
27T. Rowe Price Investment Management, Inc.386,622$11.1M0.01%Share
28Farther Finance Advisors, LLC337$9.0M0.00%Share
29LORD, ABBETT & CO. LLC255,764$7.0M0.02%Share
30GEODE CAPITAL MANAGEMENT, LLC205,094$5.0M0.00%Share
31BlackRock, Inc.187,337$5.0M0.08%Share
32Gillson Capital LP169,065$4.9M0.32%Share
33BRASADA CAPITAL MANAGEMENT, LP160,787$4.0M0.68%Share
34Grandeur Peak Global Advisors, LLC116,348$3.3M0.45%Share
35INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC100$2.0M0.00%Share
36Schonfeld Strategic Advisors LLC26,848$772K0.00%Share
37Dynamic Technology Lab Private Ltd16,252$468K0.11%Share
38BLALOCK WILLIAMS, LLC11,942$343K0.27%Share
39CWM, LLC703$20K0.00%Share
40VANGUARD GROUP INC566,741$16K0.00%Share
41VANGUARD GROUP INC81,983$2K0.00%Share
42STATE STREET CORP64,366$1K0.00%Share
43Russell Investments Group, Ltd.1,421$00.00%Share
44BARCLAYS PLC1$00.00%Share
45SEI INVESTMENTS CO12,640$00.00%Share
46ROYAL BANK OF CANADA7,126$00.00%Share
47ROYAL BANK OF CANADA34$00.00%Share
48ROYAL BANK OF CANADA18$00.00%Share
49VANGUARD GROUP INC5,907$00.00%Share
50TWO SIGMA INVESTMENTS, LP32,914$00.00%Share

TWFG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202570$166.7B+10
Q3 202560$229.2B-5
Q2 202565$219.7B-6
Q1 202571$261.7B-6
Q4 202477$270.3B+19
Q3 202458$24.6T—

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As of Q4 2025, 50 institutional investors hold TWFG (TWFG, Inc. Common Stock). The largest holder is ALLIANCEBERNSTEIN L.P. with $31.0B in shares. This quarter, 5 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own TWFG?

As of Q4 2025, 50 institutional investors report holding TWFG (TWFG, Inc. Common Stock) in their 13F filings.

Who is the largest institutional holder of TWFG?

The largest institutional holder of TWFG is ALLIANCEBERNSTEIN L.P. with $31.0B in shares.

Is institutional ownership of TWFG increasing or decreasing?

This quarter, 5 institutions opened new positions in TWFG and 5 closed their positions.