TWFGTWFG
13F holders, Q1 2025 (March 31)70holders −6
9new positions
15sold out
5famous investors
$30.91avg. 13F price*
At the end of Q1 2025, 70 institutions reported holding TWFG Inc. (TWFG) in their 13F filings, down 6 from Q4 2024. 9 opened new positions and 15 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($61.5M), Alliancebernstein L.P. ($36.2M) and Capital International Investors ($27.2M). 5 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $9.6M |
| Exits | 15 | $7.3M |
All 13F filers, Q4 2024 → Q1 2025: 1,202,777 shares bought and 1,146,794 shares sold, net +55,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| T. Rowe Price Investment Management, Inc. | 0.04% | Add +28.0% | 1,988,671 | $61.5M |
| Alliancebernstein L.P. | 0.01% | Add +15.7% | 1,170,377 | $36.2M |
| Capital International Investors | 0.01% | No change | 878,807 | $27.2M |
| FMR LLC | 0.00% | Reduce -17.5% | 878,494 | $27.2M |
| Baron Capital (BAMCO) | 0.08% | Reduce -0.4% | 867,824 | $26.8M |
| Vanguard Group Inc. | 0.00% | Add +0.7% | 621,151 | $19.2M |
| Nuveen, LLC | 0.00% | — | 501,491 | $15.5M |
| American Century Companies Inc. | 0.01% | Reduce -24.8% | 420,881 | $13.0M |
| Driehaus Capital Management LLC | 0.11% | Reduce -0.4% | 379,496 | $11.7M |
| Alyeska Investment Group, L.P. | 0.03% | Add +15.5% | 263,324 | $8.1M |
| Gilder Gagnon Howe & Co. LLC | 0.10% | Reduce -0.4% | 242,055 | $7.5M |
| Victory Capital Management Inc. | 0.01% | New | 219,490 | $6.8M |
| Geode Capital Management, LLC | 0.00% | Add +53.1% | 208,128 | $6.4M |
| BlackRock, Inc. | 0.00% | Add +0.1% | 182,839 | $5.7M |
| Freestone Grove Partners LP | 0.06% | Reduce -7.2% | 178,691 | $5.5M |
| Balyasny Asset Management L.P. | 0.01% | Add +3.6% | 156,154 | $4.8M |
| Marshall Wace, LLP | 0.01% | Reduce -0.3% | 151,888 | $4.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 150,000 | $4.6M |
| Gillson Capital LP | 0.39% | Add +6.1% | 147,499 | $4.6M |
| ExodusPoint Capital Management, LP | 0.05% | Add +33.1% | 131,934 | $4.1M |
| Ghisallo Capital Management LLC | 0.33% | No change | 120,000 | $3.7M |
| UBS Group AG | 0.00% | Reduce -26.8% | 118,176 | $3.7M |
| Next Century Growth Investors LLC | 0.30% | Reduce -0.3% | 107,736 | $3.3M |
| Alberta Investment Management Corp | 0.02% | Reduce -16.7% | 103,697 | $3.2M |
| Lighthouse Investment Partners, LLC | 0.14% | Reduce -23.8% | 96,603 | $3.0M |
| Renaissance Technologies | 0.00% | Reduce -9.3% | 96,444 | $3.0M |
| Morgan Stanley | 0.00% | Add +28.1% | 93,974 | $2.9M |
| Lord, Abbett & Co. LLC | 0.01% | Reduce -0.4% | 88,449 | $2.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -4.9% | 83,278 | $2.6M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -14.9% | 78,815 | $2.4M |
| Tudor Investment Corporation | 0.02% | Reduce -8.4% | 70,724 | $2.2M |
| Acadian Asset Management LLC | 0.01% | Add +176.4% | 68,211 | $2.1M |
| Royce & Associates LP | 0.02% | Add +0.0% | 57,017 | $1.8M |
| Citadel Advisors | 0.00% | Reduce -20.5% | 56,866 | $1.8M |
| Millennium Management | 0.00% | Reduce -30.0% | 55,826 | $1.7M |
| State Street Corp. | 0.00% | Add +1.8% | 54,715 | $1.7M |
| TD Asset Management Inc | 0.00% | Add +25.2% | 52,942 | $1.6M |
| Woodline Partners LP | 0.01% | Reduce -16.6% | 51,674 | $1.6M |
| Two Sigma Advisers, LP | 0.00% | Add +14.3% | 49,600 | $1.5M |
| Ascent Group, LLC | 0.06% | Add +131.0% | 43,883 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -87.7% | 40,696 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +29.4% | 32,162 | $994K |
| Blair William & Co. | 0.00% | New | 31,336 | $969K |
| LPL Financial LLC | 0.00% | Reduce -1.4% | 30,729 | $950K |
| Seven Grand Managers, LLC | 0.22% | No change | 30,000 | $927K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -29.8% | 28,437 | $879K |
| JPMorgan Chase & Co. | 0.00% | Add +105.8% | 27,398 | $847K |
| State of Wisconsin Investment Board | 0.00% | Add +2.2% | 22,610 | $699K |
| Trexquant Investment LP | 0.01% | New | 18,377 | $568K |
| PDT Partners, LLC | 0.04% | Add +4.3% | 16,887 | $522K |
| 1832 Asset Management L.P. | 0.00% | Reduce -81.0% | 15,821 | $489K |
| Bank of America Corp. | 0.00% | Add +240.9% | 13,072 | $404K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -6.4% | 12,700 | $393K |
| Graham Capital Management, L.P. | 0.01% | New | 10,044 | $310K |
| Franklin Resources Inc. | 0.00% | No change | 10,000 | $309K |
| Occudo Quantitative Strategies LP | 0.04% | Add +0.8% | 9,318 | $284K |
| Walleye Capital LLC | 0.00% | New | 8,498 | $263K |
| Sei Investments Co. | 0.00% | Reduce -38.0% | 8,153 | $252K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 8,145 | $252K |
| BNP Paribas Financial Markets | 0.00% | New | 7,484 | $231K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -14.7% | 6,752 | $209K |
| Emerald Mutual Fund Advisers Trust | 0.01% | No change | 4,900 | $151K |
| Aster Capital Management (DIFC) Ltd | 0.02% | New | 4,062 | $123K |
| State of Wyoming | 0.01% | New | 3,653 | $113K |
| Quantbot Technologies LP | 0.00% | Reduce -50.8% | 2,658 | $82K |
| Royal Bank of Canada | 0.00% | Reduce -81.0% | 1,360 | $42K |
| Cwm, LLC | 0.00% | No change | 1,000 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 500 | $15K |
| Rakuten Investment Management, Inc. | 0.00% | — | 500 | $15K |
| MCF Advisors LLC | 0.00% | No change | 133 | $4K |
"% of holder's portfolio" is TWFG's weight in each manager's 13F, not the share of TWFG Inc. the manager owns.