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Disclosery

TWFG TWFG INC

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COM CL A (common), issuer CIK 2007596

80 managers (82 13F filers) reported a position in TWFG shares at 2026-06-30, 9,113,158 shares in all. 12 filers opened a position and 14 filers sold out during the quarter.

Managers
80
13F filers
82
New
12
Added
34
Reduced
24
Sold out
14
Shares held by filers
9,113,158

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BAMCO INC /NY/in group Baron Capital1,135,091$27.3M0.04%-813F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources781,912$18.8M<0.01%+771,91213F-HRTimelineGroup
T. Rowe Price Investment Management, In…753,680$18.1M0.01%-1,345,61813F-HRTimeline
Giverny Capital Inc.652,452$15.7M0.53%+100,34513F-HR/ATimeline
VANGUARD GROUP INCgroup of 3 filers holding577,705$13.9M-80,722Timeline
Central Securities Corp500,000$12M0.9%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP408,732$9.83M0.01%+141,90413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP372,365$8.96M0.01%+167,15213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC353,216$8.49M0.01%+184,21113F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC332,658$8M0.22%-216,95613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.222,376$5.35M<0.01%+35,03913F-HRTimelineGroup
GILDER GAGNON HOWE & CO LLC221,180$5.32M0.05%-2,45913F-HRTimeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.215,778$5.19M0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC214,589$5.16M<0.01%+105,08713F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC212,310$5.11M0.15%+37,86813F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC174,213$4.19M<0.01%-7,87913F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC149,900$3.61M<0.01%+31,57313F-HRTimeline
Gillson Capital LP148,665$3.58M0.21%+20,00013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.135,139$3.25M<0.01%+70,47113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY127,879$3.08M<0.01%+16,35313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC114,678$2.76M<0.01%-8,15413F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL102,591$2.47M0.01%+73,42613F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP93,734$2.25M<0.01%+26,12213F-HRTimelineGroup
Trexquant Investment LP87,370$2.1M0.01%+49,99113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/84,570$2.03M<0.01%+30,45913F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC82,675$1.99M<0.01%+10,76513F-HRTimeline
Qube Research & Technologies Ltd68,450$1.65M<0.01%-4,48513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd67,439$1.62M0.02%+21,65313F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP66,566$1.6M<0.01%013F-HRTimelineGroup
Schonfeld Strategic Advisors LLC61,728$1.48M0.01%+12,02913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC60,048$1.44M<0.01%-46,85813F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/45,064$1.08M<0.01%+4,60513F-HRTimeline
UBS Group AGin group UBS Group AG43,698$1.05M<0.01%-38,48713F-HRTimelineGroup
Symphony Financial, Ltd. Co.39,089$942K0.1%+23,68213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,350$754K<0.01%+1,77513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP31,116$748K<0.01%-9,01513F-HRTimelineGroup
Quantbot Technologies LP28,534$686K0.03%+21,42713F-HRTimeline
Dynamic Technology Lab Private Ltd28,404$683K0.15%-99213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.28,178$678K<0.01%new13F-HRTimelineGroup
BLALOCK WILLIAMS, LLC22,911$551K0.36%+2,97813F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD21,008$505K<0.01%-2,31513F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP19,419$467K0.08%-52,68013F-HR/ATimeline
Centiva Capital, LP18,559$446K0.02%+7,60913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,145$388K<0.01%+3,08713F-HRTimelineGroup
MANGROVE PARTNERS IM, LLC15,091$363K0.02%-7,40713F-HRTimeline
Dockside LLC13,852$333K0.08%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,577$327K<0.01%-1,11413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS11,493$276K<0.01%+10,33713F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC11,374$274K<0.01%-12,19913F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC10,885$262K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC10,563$254K<0.01%-16213F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC10,430$251K<0.01%+15313F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…10,228$246K<0.01%new13F-HRTimeline
Aquatic Capital Management LLC10,169$245K0.01%-6,06613F-HRTimeline
Americana Partners, LLC10,000$240K0.01%013F-HRTimeline
GSA CAPITAL PARTNERS LLP8,996$216K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,391$153K<0.01%-9413F-HRTimelineGroup
EMERALD MUTUAL FUND ADVISERS TRUSTin group EMERALD ADVISERS, LLC4,900$118K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC2,975$71.5K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,985$47.7K<0.01%+22513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,127$27.1K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1,119$26.9K<0.01%-150,16213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…896$21.5K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC675$16.2K<0.01%-1,39313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…592$14.2K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\555$13.3K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$12K<0.01%-29313F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd328$7.89K<0.01%new13F-HR/ATimeline
Farther Finance Advisors, LLC313$7.53K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP273$6.46K<0.01%+15013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…131$3.29K<0.01%+3113F-HRTimeline
Federation des caisses Desjardins du Qu…135$3.25K<0.01%013F-HRTimeline
Quarry LP121$2.91K<0.01%new13F-HRTimeline
GAMMA Investing LLC96$2.31K<0.01%new13F-HRTimeline
Parallel Advisors, LLC79$1.9K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO58$1.4K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50$1.2K<0.01%013F-HRTimelineGroup
Caitong International Asset Management …26$625<0.01%+2313F-HRTimeline
Arax Advisory Partners9$216<0.01%+613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$48<0.01%-7,00913F-HRTimelineGroup