TWFGTWFG
13F holders, Q4 2025 (December 31)70holders +3
11new positions
10sold out
4famous investors
$28.76avg. 13F price*
At the end of Q4 2025, 70 institutions reported holding TWFG Inc. (TWFG) in their 13F filings, up 3 from Q3 2025. 11 opened new positions and 10 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($81.9M), Alliancebernstein L.P. ($31.1M) and FMR LLC ($30.6M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.7M |
| Exits | 10 | $9.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,006,252 shares bought and 1,051,793 shares sold, net −45,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| T. Rowe Price Investment Management, Inc. | 0.05% | Add +0.9% | 2,847,719 | $81.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.0% | 1,081,383 | $31.1M |
| FMR LLC | 0.00% | Reduce -2.3% | 1,065,105 | $30.6M |
| Capital International Investors | 0.00% | Add +114.4% | 958,490 | $27.6M |
| Baron Capital (BAMCO) | 0.07% | Add +0.0% | 954,463 | $27.5M |
| Vanguard Group Inc. | 0.00% | Add +2.3% | 654,631 | $18.8M |
| Riverbridge Partners LLC | 0.32% | Add +9.4% | 593,744 | $17.1M |
| Nuveen, LLC | 0.00% | No change | 495,092 | $14.2M |
| Central Securities Corp | 1.10% | Add +5.6% | 475,000 | $13.7M |
| Giverny Capital | 0.32% | Add +10.4% | 331,511 | $9.5M |
| Lord, Abbett & Co. LLC | 0.02% | Add +179.8% | 255,764 | $7.4M |
| Gilder Gagnon Howe & Co. LLC | 0.07% | Reduce -0.6% | 238,520 | $6.9M |
| Geode Capital Management, LLC | 0.00% | Add +7.5% | 236,160 | $6.8M |
| Alyeska Investment Group, L.P. | 0.02% | No change | 215,778 | $6.2M |
| BlackRock, Inc. | 0.00% | No change | 187,337 | $5.4M |
| Gillson Capital LP | 0.32% | Add +14.6% | 169,065 | $4.9M |
| Brasada Capital Management, LP | 0.77% | Reduce -5.1% | 160,787 | $4.5M |
| Grandeur Peak Global Advisors, LLC | 0.45% | Add +10.5% | 116,348 | $3.3M |
| Ascent Group, LLC | 0.10% | Add +13.3% | 102,402 | $2.9M |
| Victory Capital Management Inc. | 0.00% | Reduce -77.1% | 80,340 | $2.3M |
| TD Asset Management Inc | 0.00% | Add +8.6% | 67,704 | $1.9M |
| State Street Corp. | 0.00% | Add +6.2% | 64,366 | $1.9M |
| Northern Trust Corp. | 0.00% | Add +14.5% | 61,661 | $1.8M |
| Royce & Associates LP | 0.02% | Add +0.0% | 57,019 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.0% | 53,303 | $1.5M |
| Ghisallo Capital Management LLC | 0.06% | Reduce -50.0% | 50,000 | $1.4M |
| UBS Group AG | 0.00% | Reduce -0.6% | 45,912 | $1.3M |
| Bank of America Corp. | 0.00% | Add +41.5% | 42,696 | $1.2M |
| Renaissance Technologies | 0.00% | Add +8.0% | 39,200 | $1.1M |
| Morgan Stanley | 0.00% | Reduce -48.3% | 36,203 | $1.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.8% | 33,018 | $950K |
| Two Sigma Investments, LP | 0.00% | Reduce -76.3% | 32,914 | $947K |
| Raymond James Financial Inc. | 0.00% | Add +8.0% | 32,026 | $921K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -47.9% | 27,436 | $789K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +92.7% | 26,848 | $772K |
| State of Wisconsin Investment Board | 0.00% | Add +13.4% | 25,641 | $738K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -47.2% | 20,959 | $603K |
| Blair William & Co. | 0.00% | Reduce -29.1% | 19,896 | $572K |
| Dynamic Technology Lab Private Ltd | 0.11% | New | 16,252 | $468K |
| Dockside LLC | 0.12% | — | 15,987 | $460K |
| 1832 Asset Management L.P. | 0.00% | Reduce -7.7% | 15,373 | $442K |
| Envestnet Asset Management Inc. | 0.00% | New | 15,231 | $438K |
| Sei Investments Co. | 0.00% | Add +5.6% | 12,640 | $364K |
| Bank of New York Mellon Corp | 0.00% | Add +29.7% | 12,232 | $352K |
| Blalock Williams, LLC | 0.28% | Add +24.4% | 11,942 | $344K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 11,724 | $337K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | Reduce -38.3% | 10,473 | $301K |
| American Century Companies Inc. | 0.00% | No change | 10,277 | $296K |
| Franklin Resources Inc. | 0.00% | No change | 10,000 | $288K |
| Balyasny Asset Management L.P. | 0.00% | New | 9,890 | $285K |
| Millennium Management | 0.00% | Reduce -63.7% | 8,275 | $238K |
| Royal Bank of Canada | 0.00% | Add +40.5% | 7,178 | $207K |
| Citigroup Inc. | 0.00% | Add +41.2% | 6,374 | $183K |
| Emerald Mutual Fund Advisers Trust | 0.01% | No change | 4,900 | $141K |
| Quadrant Capital Group LLC | 0.00% | New | 2,357 | $68K |
| Aquatic Capital Management LLC | 0.00% | New | 1,520 | $44K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -72.5% | 1,421 | $41K |
| US Bancorp \de | 0.00% | Reduce -4.7% | 1,257 | $36K |
| Acadian Asset Management LLC | 0.00% | Reduce -96.4% | 1,156 | $33K |
| Fifth Third Bancorp | 0.00% | Add +102.7% | 896 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.1% | 793 | $23K |
| Cwm, LLC | 0.00% | No change | 703 | $20K |
| Farther Finance Advisors, LLC | 0.00% | New | 337 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 135 | $4K |
| International Assets Investment Management, LLC | 0.00% | New | 100 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 100 | $3K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -81.9% | 30 | $863 |
| GAMMA Investing LLC | 0.00% | New | 9 | $259 |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 6 | $173 |
| Barclays PLC | 0.00% | New | 1 | $29 |
"% of holder's portfolio" is TWFG's weight in each manager's 13F, not the share of TWFG Inc. the manager owns.