TWFGTWFG
13F holders, Q3 2025 (September 30)67holders −14
11new positions
24sold out
4famous investors
$27.44avg. 13F price*
At the end of Q3 2025, 67 institutions reported holding TWFG Inc. (TWFG) in their 13F filings, down 14 from Q2 2025. 11 opened new positions and 24 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($77.4M), Alliancebernstein L.P. ($31.2M) and FMR LLC ($29.9M). 4 famous investors held it, including Francois Rochon (0.3% of Giverny Capital's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $20.1M |
| Exits | 24 | $32.3M |
All 13F filers, Q2 2025 → Q3 2025: 2,040,556 shares bought and 1,462,214 shares sold, net +578,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| T. Rowe Price Investment Management, Inc. | 0.05% | Add +14.9% | 2,820,977 | $77.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.0% | 1,137,987 | $31.2M |
| FMR LLC | 0.00% | Add +12.7% | 1,090,616 | $29.9M |
| Baron Capital (BAMCO) | 0.07% | Add +5.8% | 954,128 | $26.2M |
| Vanguard Group Inc. | 0.00% | Add +3.2% | 639,711 | $17.6M |
| Riverbridge Partners LLC | 0.25% | Add +57.6% | 542,661 | $14.9M |
| Nuveen, LLC | 0.00% | Reduce -0.9% | 495,092 | $13.6M |
| Central Securities Corp | 1.02% | New | 450,000 | $12.3M |
| Capital International Investors | 0.00% | Reduce -13.3% | 447,021 | $12.3M |
| Victory Capital Management Inc. | 0.01% | Add +57.4% | 351,478 | $9.6M |
| Giverny Capital | 0.28% | Add +68.9% | 300,317 | $8.2M |
| Gilder Gagnon Howe & Co. LLC | 0.07% | Reduce -0.1% | 240,013 | $6.6M |
| Geode Capital Management, LLC | 0.00% | Add +44.4% | 219,781 | $6.0M |
| Alyeska Investment Group, L.P. | 0.02% | Add +2.0% | 215,778 | $5.9M |
| BlackRock, Inc. | 0.00% | Reduce -0.1% | 187,337 | $5.1M |
| Brasada Capital Management, LP | 0.79% | New | 169,416 | $4.7M |
| Gillson Capital LP | 0.35% | No change | 147,500 | $4.0M |
| Next Century Growth Investors LLC | 0.29% | Reduce -0.7% | 143,340 | $3.9M |
| Two Sigma Investments, LP | 0.01% | Add +39.9% | 139,192 | $3.8M |
| Grandeur Peak Global Advisors, LLC | 0.39% | Add +31.2% | 105,311 | $2.9M |
| Ghisallo Capital Management LLC | 0.09% | No change | 100,000 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +40.4% | 95,139 | $2.6M |
| Lord, Abbett & Co. LLC | 0.01% | Reduce -62.8% | 91,409 | $2.5M |
| Ascent Group, LLC | 0.09% | Add +86.2% | 90,402 | $2.5M |
| Morgan Stanley | 0.00% | Reduce -5.8% | 69,994 | $1.9M |
| Two Sigma Advisers, LP | 0.00% | Add +29.8% | 65,800 | $1.8M |
| TD Asset Management Inc | 0.00% | Add +8.7% | 62,362 | $1.7M |
| State Street Corp. | 0.00% | Add +9.0% | 60,615 | $1.7M |
| Woodline Partners LP | 0.01% | New | 58,003 | $1.6M |
| Royce & Associates LP | 0.02% | No change | 57,017 | $1.6M |
| Northern Trust Corp. | 0.00% | Add +5.2% | 53,852 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -33.2% | 52,693 | $1.4M |
| Seven Grand Managers, LLC | 0.11% | Add +25.0% | 50,000 | $1.4M |
| UBS Group AG | 0.00% | Add +56.4% | 46,172 | $1.3M |
| ExodusPoint Capital Management, LP | 0.02% | Reduce -17.9% | 39,667 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -54.0% | 36,300 | $996K |
| Acadian Asset Management LLC | 0.00% | Reduce -55.8% | 31,732 | $868K |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.3% | 31,218 | $857K |
| Bank of America Corp. | 0.00% | Reduce -40.4% | 30,180 | $828K |
| Raymond James Financial Inc. | 0.00% | Add +5830.0% | 29,650 | $814K |
| Blair William & Co. | 0.00% | Reduce -1.4% | 28,082 | $771K |
| Millennium Management | 0.00% | Reduce -80.0% | 22,811 | $626K |
| State of Wisconsin Investment Board | 0.00% | No change | 22,610 | $620K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -51.6% | 20,000 | $549K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | New | 16,975 | $466K |
| 1832 Asset Management L.P. | 0.00% | Add +10.6% | 16,663 | $457K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +7.5% | 13,936 | $382K |
| Sei Investments Co. | 0.00% | Add +28.6% | 11,970 | $328K |
| American Century Companies Inc. | 0.00% | New | 10,277 | $282K |
| Franklin Resources Inc. | 0.00% | No change | 10,000 | $274K |
| Blalock Williams, LLC | 0.23% | New | 9,599 | $263K |
| Bank of New York Mellon Corp | 0.00% | New | 9,432 | $259K |
| State of Wyoming | 0.02% | Add +3.2% | 5,355 | $147K |
| Russell Investments Group, Ltd. | 0.00% | New | 5,168 | $142K |
| Royal Bank of Canada | 0.00% | Reduce -9.8% | 5,109 | $140K |
| Emerald Mutual Fund Advisers Trust | 0.01% | No change | 4,900 | $134K |
| Citigroup Inc. | 0.00% | New | 4,513 | $124K |
| Quantbot Technologies LP | 0.00% | Reduce -1.2% | 4,003 | $110K |
| US Bancorp \de | 0.00% | Reduce -14.9% | 1,319 | $36K |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.1% | 777 | $21K |
| Cwm, LLC | 0.00% | Reduce -29.7% | 703 | $19K |
| BNP Paribas Financial Markets | 0.00% | Reduce -97.0% | 544 | $15K |
| Fifth Third Bancorp | 0.00% | Add +3.0% | 442 | $12K |
| MCF Advisors LLC | 0.00% | No change | 183 | $5K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 166 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 135 | $4K |
| Osaic Holdings, Inc. | 0.00% | No change | 25 | $661 |
"% of holder's portfolio" is TWFG's weight in each manager's 13F, not the share of TWFG Inc. the manager owns.