TWFGTWFG
13F holders, Q2 2026 (June 30)81holders −4
10new positions
14sold out
8famous investors
$24.05avg. 13F price*
At the end of Q2 2026, 81 institutions reported holding TWFG Inc. (TWFG) in their 13F filings, down 4 from Q1 2026. 10 opened new positions and 14 sold out. The largest holders were Baron Capital (BAMCO) ($27.3M), Franklin Resources Inc. ($18.8M) and T. Rowe Price Investment Management, Inc. ($18.1M). 8 famous investors held it, including Francois Rochon (0.5% of Giverny Capital's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- TWFG Inc.
- CUSIP
- 87318A101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.5M |
| Exits | 14 | $36.3M |
All 13F filers, Q1 2026 → Q2 2026: 2,043,628 shares bought and 3,979,644 shares sold, net −1,936,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Baron Capital (BAMCO) | 0.04% | Reduce 0.0% | 1,135,091 | $27.3M |
| Franklin Resources Inc. | 0.00% | Add +7719.1% | 781,912 | $18.8M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -64.1% | 753,680 | $18.1M |
| Giverny Capital | 0.53% | Add +18.2% | 652,452 | $15.7M |
| Central Securities Corp | 0.90% | No change | 500,000 | $12.0M |
| Vanguard Capital Management LLC | 0.00% | Reduce -14.3% | 489,244 | $11.8M |
| Marshall Wace, LLP | 0.01% | Add +53.2% | 408,732 | $9.8M |
| Two Sigma Investments, LP | 0.01% | Add +81.5% | 372,365 | $9.0M |
| Jane Street Group, LLC | 0.01% | Add +109.0% | 353,216 | $8.5M |
| Riverbridge Partners LLC | 0.22% | Reduce -39.5% | 332,658 | $8.0M |
| BlackRock, Inc. | 0.00% | Add +18.7% | 222,376 | $5.3M |
| Gilder Gagnon Howe & Co. LLC | 0.05% | Reduce -1.1% | 221,180 | $5.3M |
| Alyeska Investment Group, L.P. | 0.01% | No change | 215,778 | $5.2M |
| Citadel Advisors | 0.00% | Add +96.0% | 214,589 | $5.2M |
| Ascent Group, LLC | 0.15% | Add +21.7% | 212,310 | $5.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -4.3% | 174,213 | $4.2M |
| Renaissance Technologies | 0.01% | Add +26.7% | 149,900 | $3.6M |
| Gillson Capital LP | 0.21% | Add +15.5% | 148,665 | $3.6M |
| Point72 Asset Management | 0.01% | Add +109.0% | 135,139 | $3.3M |
| Morgan Stanley | 0.00% | Add +14.7% | 127,879 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.6% | 114,678 | $2.8M |
| Tudor Investment Corporation | 0.01% | Add +251.8% | 102,591 | $2.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +38.6% | 93,734 | $2.3M |
| Trexquant Investment LP | 0.01% | Add +133.7% | 87,370 | $2.1M |
| Bank of America Corp. | 0.00% | Add +56.3% | 84,570 | $2.0M |
| Victory Capital Management Inc. | 0.00% | Add +15.0% | 82,675 | $2.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +0.7% | 82,554 | $2.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -6.2% | 68,450 | $1.6M |
| XTX Topco Ltd | 0.02% | Add +47.3% | 67,439 | $1.6M |
| State Street Corp. | 0.00% | No change | 66,566 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +24.2% | 61,728 | $1.5M |
| Millennium Management | 0.00% | Reduce -43.8% | 60,048 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.4% | 45,064 | $1.1M |
| UBS Group AG | 0.00% | Reduce -46.8% | 43,698 | $1.1M |
| Symphony Financial, Ltd. Co. | 0.10% | Add +153.7% | 39,089 | $942K |
| Raymond James Financial Inc. | 0.00% | Add +6.0% | 31,350 | $754K |
| Northern Trust Corp. | 0.00% | Reduce -22.5% | 31,116 | $748K |
| Quantbot Technologies LP | 0.03% | Add +301.5% | 28,534 | $686K |
| Dynamic Technology Lab Private Ltd | 0.15% | Reduce -3.4% | 28,404 | $683K |
| D. E. Shaw & Co. | 0.00% | New | 28,178 | $678K |
| Blalock Williams, LLC | 0.36% | Add +14.9% | 22,911 | $551K |
| State of Wisconsin Investment Board | 0.00% | Reduce -9.9% | 21,008 | $505K |
| Brasada Capital Management, LP | 0.08% | Reduce -73.1% | 19,419 | $467K |
| Centiva Capital, LP | 0.02% | Add +69.5% | 18,559 | $446K |
| Envestnet Asset Management Inc. | 0.00% | Add +23.6% | 16,145 | $388K |
| Mangrove Partners Im, LLC | 0.02% | Reduce -32.9% | 15,091 | $363K |
| Dockside LLC | 0.08% | — | 13,852 | $333K |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.6% | 13,577 | $327K |
| BNP Paribas Financial Markets | 0.00% | Add +894.2% | 11,493 | $276K |
| Jump Financial, LLC | 0.00% | Reduce -51.8% | 11,374 | $274K |
| Walleye Capital LLC | 0.00% | New | 10,885 | $262K |
| Barclays PLC | 0.00% | Reduce -1.5% | 10,563 | $254K |
| American Century Companies Inc. | 0.00% | Add +1.5% | 10,430 | $251K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 10,228 | $246K |
| Aquatic Capital Management LLC | 0.01% | Reduce -37.4% | 10,169 | $245K |
| Americana Partners, LLC | 0.01% | No change | 10,000 | $241K |
| Gsa Capital Partners LLP | 0.01% | New | 8,996 | $216K |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 6,391 | $153K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 5,907 | $142K |
| Emerald Mutual Fund Advisers Trust | 0.00% | No change | 4,900 | $118K |
| Russell Investments Group, Ltd. | 0.00% | Add +12.8% | 1,985 | $48K |
| Wells Fargo & Company | 0.00% | New | 1,127 | $27K |
| FMR LLC | 0.00% | Reduce -99.3% | 1,119 | $27K |
| Fifth Third Bancorp | 0.00% | No change | 896 | $22K |
| Citigroup Inc. | 0.00% | Reduce -67.4% | 675 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 592 | $14K |
| US Bancorp \de | 0.00% | No change | 555 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -37.0% | 500 | $12K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 328 | $8K |
| Farther Finance Advisors, LLC | 0.00% | No change | 313 | $8K |
| Jones Financial Companies LLLP | 0.00% | Add +122.0% | 273 | $6K |
| International Assets Investment Management, LLC | 0.00% | Add +31.0% | 131 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 135 | $3K |
| Quarry LP | 0.00% | New | 121 | $3K |
| GAMMA Investing LLC | 0.00% | New | 96 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 79 | $2K |
| JPMorgan Chase & Co. | 0.00% | New | 58 | $1K |
| Osaic Holdings, Inc. | 0.00% | No change | 50 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +766.7% | 26 | $625 |
| Arax Advisory Partners | 0.00% | Add +200.0% | 9 | $216 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 2 | $48 |
"% of holder's portfolio" is TWFG's weight in each manager's 13F, not the share of TWFG Inc. the manager owns.