TWFGTWFG
13F holders, Q1 2026 (March 31)85holders +15
25new positions
11sold out
7famous investors
$18.39avg. 13F price*
At the end of Q1 2026, 85 institutions reported holding TWFG Inc. (TWFG) in their 13F filings, up 15 from Q4 2025. 25 opened new positions and 11 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($38.6M), Baron Capital (BAMCO) ($20.9M) and Capital International Investors ($19.6M). 7 famous investors held it, including Francois Rochon (0.4% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $19.5M |
| Exits | 11 | $46.7M |
All 13F filers, Q4 2025 → Q1 2026: 2,497,538 shares bought and 3,598,307 shares sold, net −1,100,769 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -26.3% | 2,099,298 | $38.6M |
| Baron Capital (BAMCO) | 0.06% | Add +18.9% | 1,135,099 | $20.9M |
| Capital International Investors | 0.00% | Add +11.2% | 1,065,732 | $19.6M |
| Vanguard Capital Management LLC | 0.00% | — | 570,537 | $10.5M |
| Giverny Capital | 0.37% | Add +66.5% | 552,107 | $10.2M |
| Riverbridge Partners LLC | 0.25% | Reduce -7.4% | 549,614 | $10.1M |
| Central Securities Corp | 0.76% | Add +5.3% | 500,000 | $9.2M |
| Nuveen, LLC | 0.00% | No change | 495,092 | $9.1M |
| Marshall Wace, LLP | 0.01% | New | 266,828 | $4.9M |
| Gilder Gagnon Howe & Co. LLC | 0.05% | Reduce -6.2% | 223,639 | $4.1M |
| Alyeska Investment Group, L.P. | 0.01% | No change | 215,778 | $4.0M |
| Two Sigma Investments, LP | 0.00% | Add +523.5% | 205,213 | $3.8M |
| BlackRock, Inc. | 0.00% | No change | 187,337 | $3.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -22.9% | 182,092 | $3.4M |
| Ascent Group, LLC | 0.11% | Add +70.3% | 174,442 | $3.2M |
| Balyasny Asset Management L.P. | 0.01% | Add +1620.8% | 170,182 | $3.1M |
| Jane Street Group, LLC | 0.00% | New | 169,005 | $3.1M |
| FMR LLC | 0.00% | Reduce -85.8% | 151,281 | $2.8M |
| Gillson Capital LP | 0.19% | Reduce -23.9% | 128,665 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +130.4% | 122,832 | $2.3M |
| Renaissance Technologies | 0.00% | Add +201.8% | 118,327 | $2.2M |
| Morgan Stanley | 0.00% | Add +208.1% | 111,526 | $2.1M |
| Citadel Advisors | 0.00% | New | 109,502 | $2.0M |
| Millennium Management | 0.00% | Add +1191.9% | 106,906 | $2.0M |
| UBS Group AG | 0.00% | Add +79.0% | 82,185 | $1.5M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 81,983 | $1.5M |
| Brasada Capital Management, LP | 0.25% | Reduce -55.2% | 72,099 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +165.8% | 72,935 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -10.5% | 71,910 | $1.3M |
| Dimensional Fund Advisors LP | 0.00% | New | 67,612 | $1.2M |
| State Street Corp. | 0.00% | Add +3.4% | 66,566 | $1.2M |
| Point72 Asset Management | 0.00% | New | 64,668 | $1.2M |
| Lighthouse Investment Partners, LLC | 0.04% | New | 59,909 | $1.1M |
| Bank of America Corp. | 0.00% | Add +26.7% | 54,111 | $995K |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +85.1% | 49,699 | $914K |
| XTX Topco Ltd | 0.01% | New | 45,786 | $842K |
| HRT Financial LP | 0.00% | New | 45,555 | $837K |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.5% | 40,459 | $745K |
| TD Asset Management Inc | 0.00% | Reduce -40.6% | 40,208 | $739K |
| Northern Trust Corp. | 0.00% | Reduce -34.9% | 40,131 | $738K |
| Trexquant Investment LP | 0.01% | New | 37,379 | $687K |
| Raymond James Financial Inc. | 0.00% | Reduce -7.7% | 29,575 | $544K |
| Dynamic Technology Lab Private Ltd | 0.09% | Add +80.9% | 29,396 | $541K |
| Tudor Investment Corporation | 0.00% | New | 29,165 | $536K |
| Axq Capital, LP | 0.07% | New | 28,353 | $521K |
| Jump Financial, LLC | 0.01% | New | 23,573 | $434K |
| State of Wisconsin Investment Board | 0.00% | Reduce -9.0% | 23,323 | $429K |
| Mangrove Partners Im, LLC | 0.03% | New | 22,498 | $414K |
| Magnetar Financial LLC | 0.00% | New | 21,683 | $399K |
| Blalock Williams, LLC | 0.28% | Add +66.9% | 19,933 | $367K |
| 1832 Asset Management L.P. | 0.00% | Add +10.3% | 16,962 | $312K |
| Squarepoint Ops LLC | 0.00% | New | 16,878 | $310K |
| Aquatic Capital Management LLC | 0.01% | Add +968.1% | 16,235 | $299K |
| Symphony Financial, Ltd. Co. | 0.04% | New | 15,407 | $286K |
| Bank of New York Mellon Corp | 0.00% | Add +20.1% | 14,691 | $270K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.3% | 13,058 | $240K |
| Sei Investments Co. | 0.00% | Reduce -1.3% | 12,473 | $229K |
| Centiva Capital, LP | 0.01% | New | 10,950 | $201K |
| Barclays PLC | 0.00% | Add +1072400.0% | 10,725 | $197K |
| American Century Companies Inc. | 0.00% | No change | 10,277 | $189K |
| Americana Partners, LLC | 0.00% | New | 10,000 | $184K |
| Franklin Resources Inc. | 0.00% | No change | 10,000 | $184K |
| Quantbot Technologies LP | 0.01% | New | 7,107 | $131K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 7,011 | $129K |
| Royal Bank of Canada | 0.00% | Reduce -9.7% | 6,485 | $119K |
| Vanguard Global Advisers, LLC | 0.00% | — | 5,907 | $109K |
| Emerald Mutual Fund Advisers Trust | 0.00% | No change | 4,900 | $90K |
| Quadrant Capital Group LLC | 0.00% | No change | 2,357 | $43K |
| Citigroup Inc. | 0.00% | Reduce -67.6% | 2,068 | $38K |
| Russell Investments Group, Ltd. | 0.00% | Add +23.9% | 1,760 | $32K |
| BNP Paribas Financial Markets | 0.00% | New | 1,156 | $21K |
| Acadian Asset Management LLC | 0.00% | No change | 1,156 | $21K |
| Fifth Third Bancorp | 0.00% | No change | 896 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 793 | $15K |
| Cwm, LLC | 0.00% | No change | 703 | $13K |
| US Bancorp \de | 0.00% | Reduce -55.9% | 555 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.1% | 313 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 135 | $2K |
| Jones Financial Companies LLLP | 0.00% | Add +23.0% | 123 | $2K |
| International Assets Investment Management, LLC | 0.00% | No change | 100 | $2K |
| Parallel Advisors, LLC | 0.00% | New | 79 | $1K |
| Osaic Holdings, Inc. | 0.00% | New | 50 | $919 |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 6 | $111 |
| Arax Advisory Partners | 0.00% | New | 3 | $55 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 3 | $55 |
"% of holder's portfolio" is TWFG's weight in each manager's 13F, not the share of TWFG Inc. the manager owns.