TWFG Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | 08/14/2026 | 1.14 M | $27.30 M | 0.00% | 8.67% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 781.91 K | $18.80 M | 7,719.12% | 5.97% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 753.68 K | $18.13 M | -64.10% | 5.75% |
| GIVERNY CAPITAL INC. | 08/26/2026 | 652.45 K | $15.69 M | 18.17% | 4.98% |
| CENTRAL SECURITIES CORP | 08/10/2026 | 500.00 K | $12.03 M | 0.00% | 3.82% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 489.24 K | $11.77 M | -14.25% | 3.74% |
| MARSHALL WACE, LLP | 08/13/2026 | 408.73 K | $9.83 M | 53.18% | 3.12% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 372.37 K | $8.96 M | 81.45% | 2.84% |
| JANE STREET GROUP, LLC | 08/14/2026 | 353.22 K | $8.49 M | 109.00% | 2.70% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 332.66 K | $8.00 M | -39.47% | 2.54% |
| BLACKROCK, INC. | 08/07/2026 | 222.38 K | $5.35 M | 18.70% | 1.70% |
| GILDER GAGNON HOWE & CO LLC | 08/14/2026 | 221.18 K | $5.32 M | -1.10% | 1.69% |
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2026 | 215.78 K | $5.19 M | 0.00% | 1.65% |
| CITADEL ADVISORS LLC | 09/02/2026 | 214.59 K | $5.16 M | 95.97% | 1.64% |
| ASCENT GROUP, LLC | 08/03/2026 | 212.31 K | $5.11 M | 21.71% | 1.62% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 174.21 K | $4.19 M | -4.33% | 1.33% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 149.90 K | $3.61 M | 26.68% | 1.14% |
| GILLSON CAPITAL LP | 08/14/2026 | 148.67 K | $3.58 M | 15.54% | 1.14% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 135.14 K | $3.25 M | 108.97% | 1.03% |
| MORGAN STANLEY | 08/13/2026 | 127.88 K | $3.08 M | 14.66% | 0.98% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 114.68 K | $2.76 M | -6.64% | 0.88% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 102.59 K | $2.47 M | 251.76% | 0.78% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 93.73 K | $2.25 M | 38.64% | 0.72% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 87.37 K | $2.10 M | 133.74% | 0.67% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 84.57 K | $2.03 M | 56.29% | 0.65% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 82.68 K | $1.99 M | 14.97% | 0.63% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 82.55 K | $1.99 M | 0.70% | 0.63% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 68.45 K | $1.65 M | -6.15% | 0.52% |
| XTX TOPCO LTD | 08/14/2026 | 67.44 K | $1.62 M | 47.29% | 0.51% |
| STATE STREET CORP | 08/07/2026 | 66.57 K | $1.60 M | 0.00% | 0.51% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2026 | 61.73 K | $1.48 M | 24.20% | 0.47% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 60.05 K | $1.44 M | -43.83% | 0.46% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 45.06 K | $1.08 M | 11.38% | 0.34% |
| UBS GROUP AG | 08/13/2026 | 43.70 K | $1.05 M | -46.83% | 0.33% |
| SYMPHONY FINANCIAL, LTD. CO. | 08/04/2026 | 39.09 K | $942.44 K | 153.71% | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 31.35 K | $753.97 K | 6.00% | 0.24% |
| NORTHERN TRUST CORP | 08/13/2026 | 31.12 K | $748.34 K | -22.46% | 0.24% |
| QUANTBOT TECHNOLOGIES LP | 08/12/2026 | 28.53 K | $686.24 K | 301.49% | 0.22% |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 08/13/2026 | 28.40 K | $683.00 K | -3.37% | 0.22% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 28.18 K | $677.68 K | 100.00% | 0.22% |
| BLALOCK WILLIAMS, LLC | 08/07/2026 | 22.91 K | $551.01 K | 14.94% | 0.17% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 21.01 K | $505.24 K | -9.93% | 0.16% |
| BRASADA CAPITAL MANAGEMENT, LP | 08/17/2026 | 19.42 K | $467.03 K | -73.07% | 0.15% |
| CENTIVA CAPITAL, LP | 08/13/2026 | 18.56 K | $446.34 K | 69.49% | 0.14% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 16.15 K | $388.29 K | 23.64% | 0.12% |
| MANGROVE PARTNERS | 08/14/2026 | 15.09 K | $362.94 K | -32.92% | 0.12% |
| DOCKSIDE LLC | 08/03/2026 | 13.85 K | $333.14 K | 100.00% | 0.11% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 13.58 K | $326.53 K | -7.58% | 0.10% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 11.49 K | $276.41 K | 894.20% | 0.09% |
| JUMP FINANCIAL, LLC | 08/13/2026 | 11.37 K | $273.55 K | -51.75% | 0.09% |
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TWFG Inc institutional Ownership - FAQ's
During the previous two years, 102 institutional investors and hedge funds held shares of TWFG Inc. The most heavily invested institutionals were:
BAMCO INC /NY/: 1.14 M
FRANKLIN RESOURCES INC: 781,912
T. Rowe Price Investment Management, Inc.: 753,680
Giverny Capital Inc.: 652,452
CENTRAL SECURITIES CORP: 500,000
VANGUARD CAPITAL MANAGEMENT LLC: 489,244
69.59% of TWFG Inc stock is owned by institutional investors.
Institutional investors have bought a total of 10.48 M shares in the last 24 months. This purchase volume represents approximately $209.62 M in transactions.