TWFGTWFG
13F holders, Q2 2025 (June 30)81holders +11
22new positions
11sold out
7famous investors
$35.00avg. 13F price*
At the end of Q2 2025, 81 institutions reported holding TWFG Inc. (TWFG) in their 13F filings, up 11 from Q1 2025. 22 opened new positions and 11 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($85.9M), Alliancebernstein L.P. ($41.1M) and FMR LLC ($33.9M). 7 famous investors held it, including Francois Rochon (0.2% of Giverny Capital's portfolio), Ron Baron (0.1% 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $25.3M |
| Exits | 11 | $29.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,761,758 shares bought and 1,858,942 shares sold, net −97,184 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| T. Rowe Price Investment Management, Inc. | 0.05% | Add +23.5% | 2,455,370 | $85.9M |
| Alliancebernstein L.P. | 0.01% | Add +0.2% | 1,172,985 | $41.1M |
| FMR LLC | 0.00% | Add +10.2% | 968,068 | $33.9M |
| Baron Capital (BAMCO) | 0.09% | Add +4.0% | 902,061 | $31.6M |
| Vanguard Group Inc. | 0.00% | Reduce -0.2% | 619,991 | $21.7M |
| Capital International Investors | 0.00% | Reduce -41.4% | 515,409 | $18.0M |
| Nuveen, LLC | 0.00% | Reduce -0.3% | 499,772 | $17.5M |
| Driehaus Capital Management LLC | 0.11% | Reduce -0.6% | 377,138 | $13.2M |
| Riverbridge Partners LLC | 0.19% | New | 344,267 | $12.0M |
| Lord, Abbett & Co. LLC | 0.03% | Add +177.6% | 245,507 | $8.6M |
| Gilder Gagnon Howe & Co. LLC | 0.09% | Reduce -0.7% | 240,356 | $8.4M |
| Victory Capital Management Inc. | 0.01% | Add +1.7% | 223,298 | $7.8M |
| Alyeska Investment Group, L.P. | 0.03% | Reduce -19.6% | 211,586 | $7.4M |
| BlackRock, Inc. | 0.00% | Add +2.5% | 187,468 | $6.6M |
| Giverny Capital | 0.21% | New | 177,848 | $6.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -26.9% | 152,243 | $5.3M |
| Gillson Capital LP | 0.39% | Add +0.0% | 147,500 | $5.2M |
| Next Century Growth Investors LLC | 0.39% | Add +34.0% | 144,398 | $5.1M |
| Marshall Wace, LLP | 0.01% | Reduce -15.3% | 128,682 | $4.5M |
| Millennium Management | 0.00% | Add +104.3% | 114,074 | $4.0M |
| Ghisallo Capital Management LLC | 0.09% | Reduce -16.7% | 100,000 | $3.5M |
| Two Sigma Investments, LP | 0.01% | Add +19.5% | 99,529 | $3.5M |
| Grandeur Peak Global Advisors, LLC | 0.34% | New | 80,257 | $2.8M |
| Renaissance Technologies | 0.00% | Reduce -18.1% | 79,000 | $2.8M |
| Qube Research & Technologies Ltd | 0.00% | Add +0.1% | 78,910 | $2.8M |
| Tudor Investment Corporation | 0.02% | Add +10.5% | 78,164 | $2.7M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -50.8% | 76,871 | $2.7M |
| Morgan Stanley | 0.00% | Reduce -20.9% | 74,306 | $2.6M |
| Acadian Asset Management LLC | 0.01% | Add +5.2% | 71,738 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +66.6% | 67,788 | $2.4M |
| TD Asset Management Inc | 0.00% | Add +8.4% | 57,394 | $2.0M |
| Royce & Associates LP | 0.02% | No change | 57,017 | $2.0M |
| State Street Corp. | 0.00% | Add +1.6% | 55,615 | $1.9M |
| Lighthouse Investment Partners, LLC | 0.08% | Reduce -44.1% | 53,994 | $1.9M |
| Northern Trust Corp. | 0.00% | Add +59.2% | 51,204 | $1.8M |
| Two Sigma Advisers, LP | 0.00% | Add +2.2% | 50,700 | $1.8M |
| Bank of America Corp. | 0.00% | Add +287.2% | 50,618 | $1.8M |
| Ascent Group, LLC | 0.07% | Add +10.6% | 48,547 | $1.7M |
| ExodusPoint Capital Management, LP | 0.02% | Reduce -63.4% | 48,341 | $1.7M |
| Boothbay Fund Management, LLC | 0.05% | Add +225.5% | 41,334 | $1.4M |
| Seven Grand Managers, LLC | 0.17% | Add +33.3% | 40,000 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 34,831 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -43.7% | 32,026 | $1.1M |
| LPL Financial LLC | 0.00% | Add +3.6% | 31,837 | $1.1M |
| UBS Group AG | 0.00% | Reduce -75.0% | 29,515 | $1.0M |
| Blair William & Co. | 0.00% | Reduce -9.1% | 28,487 | $997K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.4% | 28,047 | $982K |
| State of Wisconsin Investment Board | 0.00% | No change | 22,610 | $791K |
| BNP Paribas Financial Markets | 0.00% | Add +145.2% | 18,353 | $642K |
| 1832 Asset Management L.P. | 0.00% | Reduce -4.8% | 15,063 | $527K |
| XTX Topco Ltd | 0.02% | New | 14,899 | $521K |
| PDT Partners, LLC | 0.03% | Reduce -16.8% | 14,057 | $492K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +59.2% | 12,966 | $454K |
| HRT Financial LP | 0.00% | New | 11,413 | $399K |
| Franklin Resources Inc. | 0.00% | No change | 10,000 | $350K |
| Envestnet Asset Management Inc. | 0.00% | New | 9,762 | $342K |
| Sei Investments Co. | 0.00% | Add +14.2% | 9,310 | $326K |
| D. E. Shaw & Co. | 0.00% | New | 8,417 | $295K |
| Squarepoint Ops LLC | 0.00% | New | 8,039 | $281K |
| Graham Capital Management, L.P. | 0.01% | Reduce -24.0% | 7,635 | $267K |
| JPMorgan Chase & Co. | 0.00% | Reduce -74.8% | 6,903 | $242K |
| Virtu Financial LLC | 0.01% | New | 6,523 | $228K |
| Man Group plc | 0.00% | New | 6,371 | $223K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 6,049 | $209K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 5,800 | $203K |
| Royal Bank of Canada | 0.00% | Add +316.5% | 5,665 | $199K |
| State of Wyoming | 0.02% | Add +42.0% | 5,188 | $182K |
| Emerald Mutual Fund Advisers Trust | 0.01% | No change | 4,900 | $172K |
| State of Tennessee, Department of Treasury | 0.00% | New | 4,435 | $155K |
| Quantbot Technologies LP | 0.00% | Add +52.5% | 4,053 | $142K |
| US Bancorp \de | 0.00% | New | 1,550 | $54K |
| Cwm, LLC | 0.00% | No change | 1,000 | $35K |
| PNC Financial Services Group, Inc. | 0.00% | Add +29.4% | 647 | $23K |
| Raymond James Financial Inc. | 0.00% | New | 500 | $18K |
| Fifth Third Bancorp | 0.00% | New | 429 | $15K |
| First Horizon Advisors, Inc. | 0.00% | New | 309 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 272 | $10K |
| MCF Advisors LLC | 0.00% | Add +37.6% | 183 | $6K |
| Park Place Capital Corp | 0.00% | New | 98 | $3K |
| Osaic Holdings, Inc. | 0.00% | New | 25 | $875 |
| Islay Capital Management, LLC | 0.00% | New | 10 | $350 |
"% of holder's portfolio" is TWFG's weight in each manager's 13F, not the share of TWFG Inc. the manager owns.