TWFG

TWFG, Inc. Common Stock
$19.75+0.34 (+1.75%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.0813839544639585e+240B

Total Value

$3.100027459270002e+155T

% of Float

Price History

$17.22$21.92$26.63$31.34$36.04Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ALLIANCEBERNSTEIN L.P.1,081,383$31.0M0.01%Share
2BAMCO INC /NY/954,463$27.5M0.07%Share
3Capital International Investors958,490$27.0M0.00%Share
4FMR LLC642,110$18.0M0.00%Share
5RIVERBRIDGE PARTNERS LLC593,744$17.1M0.32%Share
6VANGUARD GROUP INC566,741$16.3M0.00%Share
7Nuveen, LLC495,092$14.0M0.00%Share
8CENTRAL SECURITIES CORP475,000$13.7M1.10%Share
9T. Rowe Price Investment Management, Inc.386,622$11.1M0.01%Share
10Giverny Capital Inc.331,511$9.0M0.30%Share
11LORD, ABBETT & CO. LLC255,764$7.0M0.02%Share
12GILDER GAGNON HOWE & CO LLC238,520$6.9M0.07%Share
13FMR LLC237,158$6.0M0.00%Share
14Alyeska Investment Group, L.P.215,778$6.0M0.02%Share
15GEODE CAPITAL MANAGEMENT, LLC205,094$5.0M0.00%Share
16BlackRock, Inc.187,337$5.0M0.00%Share
17FMR LLC185,719$5.0M0.00%Share
18Gillson Capital LP169,065$4.9M0.32%Share
19BRASADA CAPITAL MANAGEMENT, LP160,787$4.0M0.68%Share
20Grandeur Peak Global Advisors, LLC116,348$3.3M0.45%Share
21Ascent Group, LLC101,970$2.9M0.10%Share
22VANGUARD GROUP INC81,983$2.4M0.00%Share
23VICTORY CAPITAL MANAGEMENT INC80,340$2.0M0.00%Share
24ROYCE & ASSOCIATES LP57,019$1.6M0.02%Share
25Ghisallo Capital Management LLC50,000$1.4M0.06%Share
26UBS Group AG45,433$1.3M0.00%Share
27STATE STREET CORP64,366$1.0M0.00%Share
28RENAISSANCE TECHNOLOGIES LLC39,200$1.0M0.00%Share
29GOLDMAN SACHS GROUP INC53,303$1.0M0.00%Share
30TD ASSET MANAGEMENT INC67,704$1.0M0.00%Share
31Schonfeld Strategic Advisors LLC26,848$772K0.00%Share
32Dynamic Technology Lab Private Ltd16,252$468K0.11%Share
33BLALOCK WILLIAMS, LLC11,942$343K0.27%Share
34VANGUARD GROUP INC5,907$169K0.00%Share
35EMERALD MUTUAL FUND ADVISERS TRUST4,900$140K0.01%Share
36FIFTH THIRD BANCORP896$25K0.00%Share
37CWM, LLC703$20K0.00%Share
38US BANCORP \DE\723$20K0.00%Share
39US BANCORP \DE\534$15K0.00%Share
40UBS Group AG479$13K0.00%Share
41Ascent Group, LLC432$12K0.00%Share
42Farther Finance Advisors, LLC337$9K0.00%Share
43INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC100$2K0.00%Share
44BANK OF AMERICA CORP /DE/9,094$00.00%Share
45BANK OF AMERICA CORP /DE/19,930$00.00%Share
46NORTHERN TRUST CORP30,587$00.00%Share
47NORTHERN TRUST CORP23,818$00.00%Share
48NORTHERN TRUST CORP7,256$00.00%Share
49PRICE T ROWE ASSOCIATES INC /MD/33,018$00.00%Share
50JONES FINANCIAL COMPANIES LLLP100$00.00%Share