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Disclosery

TWFG TWFG INC

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COM CL A (common), issuer CIK 2007596

81 managers (82 13F filers) reported a position in TWFG shares at 2025-06-30, 11,597,525 shares in all. 22 filers opened a position and 11 filers sold out during the quarter.

Managers
81
13F filers
82
New
22
Added
32
Reduced
22
Sold out
11
Shares held by filers
11,597,525

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
T. Rowe Price Investment Management, In…2,455,370$85.9M0.05%+466,69913F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,172,985$41.1M0.01%+2,60813F-HRTimeline
FMR LLCin group FMR LLC968,068$33.9M<0.01%+89,57413F-HRTimelineGroup
BAMCO INC /NY/in group Baron Capital902,061$31.6M0.09%+34,23713F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC619,991$21.7M<0.01%-1,16013F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…515,409$18M<0.01%-363,39813F-HRTimelineGroup
Nuveen, LLCin group TIAA499,772$17.5M<0.01%-1,71913F-HRTimelineGroup
Driehaus Capital Management LLC377,138$13.2M0.11%-2,35813F-HRTimeline
RIVERBRIDGE PARTNERS LLC344,267$12M0.19%new13F-HRTimeline
LORD, ABBETT & CO. LLC245,507$8.59M0.03%+157,05813F-HRTimeline
GILDER GAGNON HOWE & CO LLC240,356$8.41M0.09%-1,69913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC223,298$7.82M0.01%+3,80813F-HRTimeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.211,586$7.41M0.03%-51,73813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.187,468$6.56M<0.01%+4,62913F-HRTimelineGroup
Giverny Capital Inc.177,848$6.22M0.21%new13F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC152,243$5.33M<0.01%-55,88513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding150,229$5.26M+17,351Timeline
Gillson Capital LP147,500$5.16M0.39%+113F-HRTimeline
NEXT CENTURY GROWTH INVESTORS LLC144,398$5.05M0.39%+36,66213F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP128,682$4.5M0.01%-23,20613F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC114,074$3.99M<0.01%+58,24813F-HRTimelineGroup
Ghisallo Capital Management LLC100,000$3.5M0.09%-20,00013F-HRTimeline
Grandeur Peak Global Advisors, LLC80,257$2.81M0.34%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC79,000$2.77M<0.01%-17,44413F-HRTimeline
Qube Research & Technologies Ltd78,910$2.76M<0.01%+9513F-HRTimeline
TUDOR INVESTMENT CORP ET AL78,164$2.74M0.02%+7,44013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management76,871$2.69M0.01%-79,28313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY74,306$2.6M<0.01%-19,66813F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC71,738$2.5M0.01%+3,52713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC67,788$2.37M<0.01%+27,09213F-HRTimelineGroup
TD Asset Management Inc57,394$2.01M<0.01%+4,45213F-HRTimeline
ROYCE & ASSOCIATES LP57,017$2M0.02%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP55,615$1.95M<0.01%+90013F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…53,994$1.89M0.08%-42,60913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP51,204$1.79M<0.01%+19,04213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50,618$1.77M<0.01%+37,54613F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC48,547$1.7M0.07%+4,66413F-HRTimelineGroup
ExodusPoint Capital Management, LP48,341$1.69M0.02%-83,59313F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC41,334$1.45M0.04%+28,63413F-HRTimeline
SEVEN GRAND MANAGERS, LLC40,000$1.4M0.17%+10,00013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,831$1.22M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,026$1.12M<0.01%-24,84013F-HRTimelineGroup
LPL Financial LLC31,837$1.11M<0.01%+1,10813F-HRTimeline
UBS Group AGin group UBS Group AG29,515$1.03M<0.01%-88,66113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL28,487$997K<0.01%-2,84913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/28,047$982K<0.01%-39013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD22,610$791K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS18,353$642K<0.01%+10,86913F-HRTimelineGroup
1832 Asset Management L.P.15,063$527K<0.01%-75813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd14,899$521K0.02%new13F-HRTimelineGroup
PDT Partners, LLC14,057$492K0.03%-2,83013F-HRTimeline
Schonfeld Strategic Advisors LLC12,966$454K<0.01%+4,82113F-HRTimeline
HRT FINANCIAL LP11,413$399K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources10,000$350K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,762$342K<0.01%new13F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO9,310$326K<0.01%+1,15713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,417$295K<0.01%new13F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC8,039$281K<0.01%new13F-HR/ATimelineGroup
Graham Capital Management, L.P.7,635$267K0.01%-2,40913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,903$242K<0.01%-20,49513F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC6,523$228K0.01%new13F-HRTimelineGroup
Man Group plcin group Man Group plc6,371$223K<0.01%new13F-HRTimelineGroup
Symphony Financial, Ltd. Co.6,049$209K0.03%new13F-HR/ATimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,800$203K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,665$199K<0.01%+4,30513F-HR/ATimelineGroup
State of Wyoming5,188$182K0.02%+1,53513F-HRTimeline
EMERALD MUTUAL FUND ADVISERS TRUSTin group EMERALD ADVISERS, LLC4,900$172K0.01%013F-HRTimelineGroup
State of Tennessee, Department of Treas…4,435$155K<0.01%new13F-HRTimeline
Quantbot Technologies LP4,053$142K<0.01%+1,39513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,550$54.2K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,000$35K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…647$22.6K<0.01%+14713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC500$17.5K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…429$15K<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.309$10.8K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…272$9.52K<0.01%new13F-HRTimelineGroup
MCF Advisors LLC183$6.41K<0.01%+5013F-HRTimeline
Park Place Capital Corp98$3.43K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25$875<0.01%new13F-HR/ATimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC10$350<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.