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Disclosery

TWFG TWFG INC

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COM CL A (common), issuer CIK 2007596

83 managers (85 13F filers) reported a position in TWFG shares at 2026-03-31, 11,033,050 shares in all. 25 filers opened a position and 12 filers sold out during the quarter.

Managers
83
13F filers
85
New
25
Added
25
Reduced
18
Sold out
12
Shares held by filers
11,033,050

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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…2,099,298$38.6M0.03%-748,42113F-HRTimeline
BAMCO INC /NY/in group Baron Capital1,135,099$20.9M0.06%+180,63613F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…1,065,732$19.6M<0.01%+107,24213F-HRTimelineGroup
VANGUARD GROUP INCgroup of 3 filers holding658,427$12.1MnewTimeline
Giverny Capital Inc.552,107$10.2M0.37%+220,59613F-HRTimeline
RIVERBRIDGE PARTNERS LLC549,614$10.1M0.25%-44,13013F-HRTimeline
Central Securities Corp500,000$9.2M0.76%+25,00013F-HRTimeline
Nuveen, LLCin group TIAA495,092$9.1M<0.01%013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP266,828$4.91M0.01%new13F-HRTimelineGroup
GILDER GAGNON HOWE & CO LLC223,639$4.11M0.05%-14,88113F-HRTimeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.215,778$3.97M0.01%013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP205,213$3.77M<0.01%+172,29913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.187,337$3.45M<0.01%013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC182,092$3.35M<0.01%-54,06813F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC174,442$3.21M0.11%+72,04013F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management170,182$3.13M0.01%+160,29213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC169,005$3.11M<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC151,281$2.78M<0.01%-913,82413F-HRTimelineGroup
Gillson Capital LP128,665$2.37M0.19%-40,40013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC122,832$2.26M<0.01%+69,52913F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC118,327$2.18M<0.01%+79,12713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY111,526$2.05M<0.01%+75,32313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC109,502$2.01M<0.01%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC106,906$1.97M<0.01%+98,63113F-HRTimelineGroup
UBS Group AGin group UBS Group AG82,185$1.51M<0.01%+36,27313F-HRTimelineGroup
BRASADA CAPITAL MANAGEMENT, LP72,099$1.34M0.25%-88,68813F-HRTimeline
Qube Research & Technologies Ltd72,935$1.34M<0.01%+45,49913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC71,910$1.32M<0.01%-8,43013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP67,612$1.24M<0.01%new13F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP66,566$1.22M<0.01%+2,20013F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.64,668$1.19M<0.01%new13F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…59,909$1.1M0.04%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/54,111$995K<0.01%+11,41513F-HRTimelineGroup
Schonfeld Strategic Advisors LLC49,699$914K0.01%+22,85113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd45,786$842K0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP45,555$837K<0.01%new13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/40,459$745K<0.01%+7,44113F-HRTimeline
TD Asset Management Inc40,208$739K<0.01%-27,49613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP40,131$738K<0.01%-21,53013F-HRTimelineGroup
Trexquant Investment LP37,379$687K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,575$544K<0.01%-2,45113F-HRTimelineGroup
Dynamic Technology Lab Private Ltd29,396$541K0.09%+13,14413F-HRTimeline
TUDOR INVESTMENT CORP ET AL29,165$536K<0.01%new13F-HRTimeline
AXQ CAPITAL, LP28,353$521K0.07%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC23,573$434K0.01%new13F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD23,323$429K<0.01%-2,31813F-HRTimeline
MANGROVE PARTNERS IM, LLC22,498$414K0.03%new13F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC21,683$399K<0.01%new13F-HRTimelineGroup
BLALOCK WILLIAMS, LLC19,933$367K0.28%+7,99113F-HRTimeline
1832 Asset Management L.P.16,962$312K<0.01%+1,58913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC16,878$310K<0.01%new13F-HRTimelineGroup
Aquatic Capital Management LLC16,235$299K0.01%+14,71513F-HRTimeline
Symphony Financial, Ltd. Co.15,407$286K0.04%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,691$270K<0.01%+2,45913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,058$240K<0.01%-2,17313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO12,473$229K<0.01%-16713F-HRTimelineGroup
Centiva Capital, LP10,950$201K0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC10,725$197K<0.01%+10,72413F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC10,277$189K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources10,000$184K<0.01%013F-HRTimelineGroup
Americana Partners, LLC10,000$184K<0.01%new13F-HRTimeline
Quantbot Technologies LP7,107$131K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,011$129K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,485$119K<0.01%-69313F-HRTimelineGroup
EMERALD MUTUAL FUND ADVISERS TRUSTin group EMERALD ADVISERS, LLC4,900$90.1K<0.01%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC2,357$43.3K<0.01%013F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC2,068$38K<0.01%-4,30613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,760$32.4K<0.01%+33913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,156$21.3K<0.01%new13F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,156$21K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…896$16.5K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…793$14.6K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC703$12.9K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\555$10.2K<0.01%-70213F-HRTimelineGroup
Farther Finance Advisors, LLC313$5.61K<0.01%-2413F-HRTimeline
Federation des caisses Desjardins du Qu…135$2.48K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP123$2.16K<0.01%+2313F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…100$1.79K<0.01%013F-HRTimeline
Parallel Advisors, LLC79$1.45K<0.01%new13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50$919<0.01%new13F-HRTimelineGroup
Rachor Investment Advisory Services, LLC6$111<0.01%013F-HRTimeline
Arax Advisory Partners3$55<0.01%new13F-HRTimeline
Caitong International Asset Management …3$55<0.01%new13F-HRTimeline