TWFGTWFG
13F holders, Q4 2024 (December 31)76holders +13
19new positions
8sold out
6famous investors
$30.80avg. 13F price*
At the end of Q4 2024, 76 institutions reported holding TWFG Inc. (TWFG) in their 13F filings, up 13 from Q3 2024. 19 opened new positions and 8 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($47.9M), FMR LLC ($32.8M) and Alliancebernstein L.P. ($31.1M). 6 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- TWFG Inc.
- CUSIP
- 87318A101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $16.0M |
| Exits | 8 | $11.3M |
All 13F filers, Q3 2024 → Q4 2024: 1,845,220 shares bought and 2,359,140 shares sold, net −513,920 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| T. Rowe Price Investment Management, Inc. | 0.03% | Add +36.5% | 1,553,674 | $47.9M |
| FMR LLC | 0.00% | Reduce -17.4% | 1,064,776 | $32.8M |
| Alliancebernstein L.P. | 0.01% | Add +7.6% | 1,011,222 | $31.1M |
| Capital International Investors | 0.01% | Add +30.8% | 878,807 | $27.1M |
| Baron Capital (BAMCO) | 0.07% | Add +19.6% | 871,661 | $26.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -10.8% | 711,895 | $21.9M |
| Vanguard Group Inc. | 0.00% | Add +5.5% | 616,899 | $19.0M |
| American Century Companies Inc. | 0.01% | Reduce -0.9% | 559,967 | $17.2M |
| Driehaus Capital Management LLC | 0.10% | Reduce -1.1% | 380,925 | $11.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.1% | 330,407 | $10.2M |
| Gilder Gagnon Howe & Co. LLC | 0.08% | Reduce -1.6% | 242,933 | $7.5M |
| Alyeska Investment Group, L.P. | 0.03% | Reduce -18.8% | 227,967 | $7.0M |
| Freestone Grove Partners LP | 0.07% | — | 192,557 | $5.9M |
| BlackRock, Inc. | 0.00% | No change | 182,666 | $5.6M |
| UBS Group AG | 0.00% | Add +23513.5% | 161,516 | $5.0M |
| Marshall Wace, LLP | 0.01% | Add +56.8% | 152,388 | $4.7M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -22.4% | 150,681 | $4.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 150,000 | $4.6M |
| Gillson Capital LP | 0.39% | Reduce -11.0% | 139,000 | $4.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 135,902 | $4.2M |
| Lighthouse Investment Partners, LLC | 0.15% | Reduce -25.8% | 126,755 | $3.9M |
| Alberta Investment Management Corp | 0.03% | Add +4.4% | 124,462 | $3.8M |
| Ghisallo Capital Management LLC | 0.22% | No change | 120,000 | $3.7M |
| Next Century Growth Investors LLC | 0.25% | Reduce -0.1% | 108,114 | $3.3M |
| Renaissance Technologies | 0.00% | New | 106,300 | $3.3M |
| ExodusPoint Capital Management, LP | 0.03% | Add +199.0% | 99,122 | $3.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +126.2% | 92,666 | $2.9M |
| Lord, Abbett & Co. LLC | 0.01% | Reduce -70.3% | 88,794 | $2.7M |
| Two Sigma Investments, LP | 0.01% | Add +84.3% | 87,576 | $2.7M |
| 1832 Asset Management L.P. | 0.00% | Reduce -6.1% | 83,032 | $2.6M |
| Millennium Management | 0.00% | New | 79,761 | $2.5M |
| Tudor Investment Corporation | 0.03% | New | 77,186 | $2.4M |
| Morgan Stanley | 0.00% | Add +114.8% | 73,383 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -80.1% | 71,546 | $2.2M |
| Squarepoint Ops LLC | 0.01% | Reduce -0.5% | 63,000 | $1.9M |
| Woodline Partners LP | 0.01% | No change | 62,000 | $1.9M |
| Jain Global LLC | 0.06% | — | 60,000 | $1.8M |
| Royce & Associates LP | 0.02% | No change | 57,000 | $1.8M |
| State Street Corp. | 0.00% | New | 53,765 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | New | 43,400 | $1.3M |
| TD Asset Management Inc | 0.00% | Add +95.0% | 42,276 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -95.7% | 40,499 | $1.2M |
| LPL Financial LLC | 0.00% | Add +13.0% | 31,171 | $960K |
| Seven Grand Managers, LLC | 0.42% | No change | 30,000 | $924K |
| Northern Trust Corp. | 0.00% | Reduce -5.2% | 24,845 | $765K |
| Acadian Asset Management LLC | 0.00% | New | 24,676 | $755K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 22,343 | $688K |
| State of Wisconsin Investment Board | 0.00% | Add +10.6% | 22,118 | $681K |
| Ascent Group, LLC | 0.04% | New | 18,996 | $585K |
| PDT Partners, LLC | 0.04% | New | 16,195 | $499K |
| Picton Mahoney Asset Management | 0.02% | Reduce -11.8% | 15,000 | $462K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -24.8% | 13,562 | $418K |
| JPMorgan Chase & Co. | 0.00% | New | 13,315 | $410K |
| Sei Investments Co. | 0.00% | Add +56.4% | 13,157 | $405K |
| Jane Street Group, LLC | 0.00% | New | 11,390 | $351K |
| Point72 (DIFC) Ltd | 0.03% | New | 10,997 | $339K |
| Symphony Financial, Ltd. Co. | 0.05% | No change | 11,049 | $336K |
| Franklin Resources Inc. | 0.00% | No change | 10,000 | $308K |
| Norges Bank | 0.00% | Reduce -61.5% | 9,631 | $297K |
| Occudo Quantitative Strategies LP | 0.05% | New | 9,242 | $285K |
| D. E. Shaw & Co. | 0.00% | New | 9,153 | $282K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 7,912 | $244K |
| Royal Bank of Canada | 0.00% | Add +43.4% | 7,163 | $220K |
| Janus Henderson Group PLC | 0.00% | New | 6,866 | $211K |
| Quadrature Capital Ltd | 0.00% | New | 6,552 | $202K |
| Quantbot Technologies LP | 0.01% | Add +57.8% | 5,407 | $167K |
| Sandia Investment Management LP | 0.29% | Reduce -50.0% | 5,000 | $154K |
| Emerald Mutual Fund Advisers Trust | 0.01% | No change | 4,900 | $151K |
| Bank of America Corp. | 0.00% | Reduce -70.1% | 3,834 | $118K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +273.8% | 3,233 | $100K |
| Venturi Wealth Management, LLC | 0.00% | New | 2,800 | $86K |
| Cwm, LLC | 0.00% | No change | 1,000 | $31K |
| R Squared Ltd | 0.02% | — | 510 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 500 | $15K |
| MCF Advisors LLC | 0.00% | No change | 133 | $4K |
| Global Retirement Partners, LLC | 0.00% | New | 72 | $2K |
"% of holder's portfolio" is TWFG's weight in each manager's 13F, not the share of TWFG Inc. the manager owns.