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Disclosery

TWFG TWFG INC

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COM CL A (common), issuer CIK 2007596

69 managers (70 13F filers) reported a position in TWFG shares at 2025-12-31, 12,146,010 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.

Managers
69
13F filers
70
New
11
Added
29
Reduced
20
Sold out
10
Shares held by filers
12,146,010

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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…2,847,719$81.9M0.05%+26,74213F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.1,081,383$31.1M0.01%-56,60413F-HRTimeline
FMR LLCin group FMR LLC1,065,105$30.6M<0.01%-25,51113F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…958,490$27.6M<0.01%+511,46913F-HRTimelineGroup
BAMCO INC /NY/in group Baron Capital954,463$27.5M0.07%+33513F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC654,631$18.8M<0.01%+14,92013F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC593,744$17.1M0.32%+51,08313F-HRTimeline
Nuveen, LLCin group TIAA495,092$14.2M<0.01%013F-HRTimelineGroup
Central Securities Corp475,000$13.7M1.1%+25,00013F-HRTimeline
Giverny Capital Inc.331,511$9.54M0.32%+31,19413F-HRTimeline
LORD, ABBETT & CO. LLC255,764$7.36M0.02%+164,35513F-HRTimeline
GILDER GAGNON HOWE & CO LLC238,520$6.86M0.07%-1,49313F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC236,160$6.8M<0.01%+16,37913F-HRTimelineGroup
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.215,778$6.21M0.02%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.187,337$5.39M<0.01%013F-HRTimelineGroup
Gillson Capital LP169,065$4.86M0.32%+21,56513F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP160,787$4.5M0.77%-8,62913F-HRTimeline
Grandeur Peak Global Advisors, LLC116,348$3.35M0.45%+11,03713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC102,402$2.95M0.1%+12,00013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC80,340$2.31M<0.01%-271,13813F-HRTimeline
TD Asset Management Inc67,704$1.95M<0.01%+5,34213F-HRTimeline
STATE STREET CORPin group STATE STREET CORP64,366$1.85M<0.01%+3,75113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP61,661$1.77M<0.01%+7,80913F-HRTimelineGroup
ROYCE & ASSOCIATES LP57,019$1.64M0.02%+213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC53,303$1.53M<0.01%-41,83613F-HR/ATimelineGroup
Ghisallo Capital Management LLC50,000$1.44M0.06%-50,00013F-HRTimeline
UBS Group AGin group UBS Group AG45,912$1.32M<0.01%-26013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/42,696$1.23M<0.01%+12,51613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC39,200$1.13M<0.01%+2,90013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY36,203$1.04M<0.01%-33,79113F-HR/ATimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/33,018$950K<0.01%+1,80013F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding32,914$947K-172,078Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,026$921K<0.01%+2,37613F-HRTimelineGroup
Qube Research & Technologies Ltd27,436$789K<0.01%-25,25713F-HRTimeline
Schonfeld Strategic Advisors LLC26,848$772K<0.01%+12,91213F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD25,641$738K<0.01%+3,03113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding22,197$639K+5,222Timeline
ExodusPoint Capital Management, LP20,959$603K0.01%-18,70813F-HRTimeline
BLAIR WILLIAM & CO/IL19,896$572K<0.01%-8,18613F-HRTimeline
Dynamic Technology Lab Private Ltd16,252$468K0.11%new13F-HRTimeline
Dockside LLC15,987$460K0.12%13F-HRTimeline
1832 Asset Management L.P.15,373$442K<0.01%-1,29013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,231$438K<0.01%new13F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO12,640$364K<0.01%+67013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,232$352K<0.01%+2,80013F-HRTimelineGroup
BLALOCK WILLIAMS, LLC11,942$344K0.28%+2,34313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC10,277$296K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources10,000$288K<0.01%013F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management9,890$285K<0.01%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC8,275$238K<0.01%-14,53613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,178$207K<0.01%+2,06913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC6,374$183K<0.01%+1,86113F-HRTimelineGroup
EMERALD MUTUAL FUND ADVISERS TRUSTin group EMERALD ADVISERS, LLC4,900$141K0.01%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC2,357$67.8K<0.01%new13F-HRTimeline
Aquatic Capital Management LLC1,520$43.7K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,421$40.9K<0.01%-3,74713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,257$36.2K<0.01%-6213F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,156$33K<0.01%-30,57613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…896$25.8K<0.01%+45413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…793$22.8K<0.01%+1613F-HRTimelineGroup
CWM, LLCin group CWM, LLC703$20K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC337$9.7K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…135$3.88K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP100$2.88K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…100$2.88K<0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd30$863<0.01%-13613F-HRTimeline
GAMMA Investing LLC9$259<0.01%new13F-HRTimeline
Rachor Investment Advisory Services, LLC6$173<0.01%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1$29<0.01%new13F-HRTimelineGroup