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Disclosery

TWFG TWFG INC

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COM CL A (common), issuer CIK 2007596

66 managers (67 13F filers) reported a position in TWFG shares at 2025-09-30, 12,175,558 shares in all. 11 filers opened a position and 24 filers sold out during the quarter.

Managers
66
13F filers
67
New
11
Added
27
Reduced
21
Sold out
24
Shares held by filers
12,175,558

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…2,820,977$77.4M0.05%+365,60713F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,137,987$31.2M0.01%-34,99813F-HRTimeline
FMR LLCin group FMR LLC1,090,616$29.9M<0.01%+122,54813F-HRTimelineGroup
BAMCO INC /NY/in group Baron Capital954,128$26.2M0.07%+52,06713F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC639,711$17.6M<0.01%+19,72013F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC542,661$14.9M0.25%+198,39413F-HRTimeline
Nuveen, LLCin group TIAA495,092$13.6M<0.01%-4,68013F-HRTimelineGroup
Central Securities Corp450,000$12.3M1.02%new13F-HRTimeline
Capital International Investorsin group Capital International Investo…447,021$12.3M<0.01%-68,38813F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC351,478$9.64M0.01%+128,18013F-HRTimeline
Giverny Capital Inc.300,317$8.24M0.28%+122,46913F-HR/ATimeline
GILDER GAGNON HOWE & CO LLC240,013$6.59M0.07%-34313F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC219,781$6.03M<0.01%+67,53813F-HRTimelineGroup
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.215,778$5.92M0.02%+4,19213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding204,992$5.62M+54,763Timeline
BlackRock, Inc.in group BlackRock, Inc.187,337$5.14M<0.01%-13113F-HRTimelineGroup
BRASADA CAPITAL MANAGEMENT, LP169,416$4.65M0.79%new13F-HRTimeline
Gillson Capital LP147,500$4.05M0.35%013F-HRTimeline
NEXT CENTURY GROWTH INVESTORS LLC143,340$3.93M0.29%-1,05813F-HRTimeline
Grandeur Peak Global Advisors, LLC105,311$2.89M0.39%+25,05413F-HRTimeline
Ghisallo Capital Management LLC100,000$2.74M0.09%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC95,139$2.61M<0.01%+27,35113F-HRTimelineGroup
LORD, ABBETT & CO. LLC91,409$2.51M0.01%-154,09813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC90,402$2.48M0.09%+41,85513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY69,994$1.92M<0.01%-4,31213F-HR/ATimelineGroup
TD Asset Management Inc62,362$1.71M<0.01%+4,96813F-HRTimeline
STATE STREET CORPin group STATE STREET CORP60,615$1.66M<0.01%+5,00013F-HRTimelineGroup
Woodline Partners LP58,003$1.59M0.01%new13F-HRTimeline
ROYCE & ASSOCIATES LP57,017$1.56M0.02%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP53,852$1.48M<0.01%+2,64813F-HRTimelineGroup
Qube Research & Technologies Ltd52,693$1.45M<0.01%-26,21713F-HRTimeline
SEVEN GRAND MANAGERS, LLC50,000$1.37M0.11%+10,00013F-HRTimeline
UBS Group AGin group UBS Group AG46,172$1.27M<0.01%+16,65713F-HRTimelineGroup
ExodusPoint Capital Management, LP39,667$1.09M0.02%-8,67413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC36,300$996K<0.01%-42,70013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC31,732$868K<0.01%-40,00613F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/31,218$857K<0.01%+3,17113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,180$828K<0.01%-20,43813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,650$814K<0.01%+29,15013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL28,082$771K<0.01%-40513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC22,811$626K<0.01%-91,26313F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD22,610$620K<0.01%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC20,000$549K0.01%-21,33413F-HRTimeline
Susquehanna Portfolio Strategies, LLCin group SUSQUEHANNA INTERNATIONAL GRO…16,975$466K0.01%new13F-HRTimelineGroup
1832 Asset Management L.P.16,663$457K<0.01%+1,60013F-HRTimeline
Schonfeld Strategic Advisors LLC13,936$382K<0.01%+97013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO11,970$328K<0.01%+2,66013F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC10,277$282K<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources10,000$274K<0.01%013F-HRTimelineGroup
BLALOCK WILLIAMS, LLC9,599$263K0.23%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,432$259K<0.01%new13F-HRTimelineGroup
State of Wyoming5,355$147K0.02%+16713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,168$142K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,109$140K<0.01%-55613F-HRTimelineGroup
EMERALD MUTUAL FUND ADVISERS TRUSTin group EMERALD ADVISERS, LLC4,900$134K0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC4,513$124K<0.01%new13F-HRTimelineGroup
Quantbot Technologies LP4,003$110K<0.01%-5013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,319$36.2K<0.01%-23113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…777$21.3K<0.01%+13013F-HRTimelineGroup
CWM, LLCin group CWM, LLC703$19K<0.01%-29713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS544$14.9K<0.01%-17,80913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…442$12.1K<0.01%+1313F-HRTimelineGroup
MCF Advisors LLC183$5.02K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd166$4.55K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…135$3.7K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25$661<0.01%013F-HRTimelineGroup