TWFGTWFG

13F holders, Q3 2024 (September 30)
63holders
3famous investors
$27.12avg. 13F price*

At the end of Q3 2024, 63 institutions reported holding TWFG Inc. (TWFG) in their 13F filings. The largest holders were FMR LLC ($34.9M), T. Rowe Price Investment Management, Inc. ($30.9M) and Alliancebernstein L.P. ($25.5M). 3 famous investors held it, including George Soros (0.1% of Soros Fund Management's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
TWFG Inc.
CUSIP
87318A101
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q3 2024: 63Q3 2024Q4 2024: 76Q4 2024Q1 2025: 70Q1 2025Q2 2025: 81Q2 2025Q3 2025: 67Q3 2025Q4 2025: 70Q4 2025Q1 2026: 85Q1 2026Q2 2026: 81Q2 2026

Total Exit/New Position Q3 2024

InstitutionsTotal Value
New Positions64$323.5M
Exits0$0

Ownership 63 holders

FMR LLC 0.00% New 1,288,416 $34.9M
T. Rowe Price Investment Management, Inc. 0.02% New 1,138,515 $30.9M
Alliancebernstein L.P. 0.01% New 940,116 $25.5M
T. Rowe Price Associates Inc. 0.00% New 935,127 $25.4M
Nuveen Asset Management, LLC 0.01% New 798,220 $21.6M
Baron Capital (BAMCO) 0.05% New 728,748 $19.8M
Capital International Investors 0.00% New 671,838 $18.2M
Vanguard Group Inc. 0.00% New 584,517 $15.9M
American Century Companies Inc. 0.01% New 564,945 $15.3M
Driehaus Capital Management LLC 0.09% New 385,251 $10.4M
Citadel Advisors 0.01% New 359,800 $9.8M
Goldman Sachs Group Inc. 0.00% New 355,801 $9.6M
Lord, Abbett & Co. LLC 0.03% New 299,473 $8.1M
Alyeska Investment Group, L.P. 0.04% New 280,885 $7.6M
Gilder Gagnon Howe & Co. LLC 0.08% New 246,974 $6.7M
Balyasny Asset Management L.P. 0.01% New 194,070 $5.3M
BlackRock, Inc. 0.00% — 182,666 $5.0M
Lighthouse Investment Partners, LLC 0.25% New 170,849 $4.6M
Gillson Capital LP 0.39% New 156,151 $4.2M
Zimmer Partners, LP 0.08% New 151,500 $4.1M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 150,000 $4.1M
Geode Capital Management, LLC 0.00% New 136,323 $3.7M
Ghisallo Capital Management LLC 0.18% New 120,000 $3.3M
Alberta Investment Management Corp 0.03% New 119,247 $3.2M
Next Century Growth Investors LLC 0.24% New 108,197 $2.9M
Soros Fund Management 0.08% New 100,000 $2.7M
Marshall Wace, LLP 0.00% New 97,175 $2.6M
1832 Asset Management L.P. 0.00% New 88,400 $2.4M
Squarepoint Ops LLC 0.01% New 63,294 $1.7M
Woodline Partners LP 0.01% New 62,000 $1.7M
Royce & Associates LP 0.01% New 57,000 $1.5M
Monashee Investment Management LLC 0.15% New 51,277 $1.4M
Davidson Kempner Capital Management LP 0.05% New 50,000 $1.4M
Two Sigma Investments, LP 0.00% New 47,524 $1.3M
Citigroup Inc. 0.00% New 44,105 $1.2M
Qube Research & Technologies Ltd 0.00% New 40,966 $1.1M
Morgan Stanley 0.00% New 34,159 $926K
ExodusPoint Capital Management, LP 0.01% New 33,154 $899K
Seven Grand Managers, LLC 0.18% New 30,000 $814K
LPL Financial LLC 0.00% New 27,586 $748K
Northern Trust Corp. 0.00% New 26,210 $711K
Norges Bank 0.00% New 25,000 $678K
TD Asset Management Inc 0.00% New 21,676 $608K
State of Wisconsin Investment Board 0.00% New 20,000 $542K
Boothbay Fund Management, LLC 0.02% New 18,024 $489K
Picton Mahoney Asset Management 0.02% New 17,000 $461K
Bank of America Corp. 0.00% New 12,833 $348K
Symphony Financial, Ltd. Co. 0.05% New 11,049 $310K
Franklin Resources Inc. 0.00% New 10,000 $293K
Maven Securities LTD 0.03% New 10,340 $280K
Sandia Investment Management LP 0.44% New 10,000 $271K
Sei Investments Co. 0.00% New 8,410 $228K
Legal & General Group Plc 0.00% New 5,000 $136K
Royal Bank of Canada 0.00% New 4,996 $135K
Emerald Mutual Fund Advisers Trust 0.01% New 4,900 $133K
State of Wyoming 0.01% New 3,740 $101K
Quantbot Technologies LP 0.00% New 3,426 $93K
Cwm, LLC 0.00% New 1,000 $27K
Tower Research Capital LLC (TRC) 0.00% New 865 $23K
UBS Group AG 0.00% New 684 $19K
Rakuten Investment Management, Inc. 0.00% New 500 $14K
PNC Financial Services Group, Inc. 0.00% New 500 $14K
MCF Advisors LLC 0.00% New 133 $4K

"% of holder's portfolio" is TWFG's weight in each manager's 13F, not the share of TWFG Inc. the manager owns.