TWFG Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 2.10 M | $38.61 M | -26.28% | 13.98% |
| BAMCO INC /NY/ | 05/15/2026 | 1.14 M | $20.87 M | 18.93% | 7.56% |
| CAPITAL INTERNATIONAL INVESTORS | 05/13/2026 | 1.07 M | $19.60 M | 11.19% | 7.10% |
| 05/15/2026 | 570.54 K | $10.49 M | 100.00% | 3.80% | |
| GIVERNY CAPITAL INC. | 05/15/2026 | 552.11 K | $10.15 M | 66.54% | 3.68% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 549.61 K | $10.11 M | -7.43% | 3.66% |
| CENTRAL SECURITIES CORP | 05/08/2026 | 500.00 K | $9.20 M | 5.26% | 3.33% |
| NUVEEN, LLC | 04/30/2026 | 495.09 K | $9.10 M | 0.00% | 3.30% |
| MARSHALL WACE, LLP | 05/15/2026 | 266.83 K | $4.91 M | 100.00% | 1.78% |
| GILDER GAGNON HOWE & CO LLC | 05/15/2026 | 223.64 K | $4.11 M | -6.24% | 1.49% |
| ALYESKA INVESTMENT GROUP, L.P. | 05/15/2026 | 215.78 K | $3.97 M | 0.00% | 1.44% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 205.21 K | $3.77 M | 523.48% | 1.37% |
| BLACKROCK, INC. | 05/13/2026 | 187.34 K | $3.45 M | 0.00% | 1.25% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 182.09 K | $3.35 M | -22.89% | 1.21% |
| ASCENT GROUP, LLC | 05/15/2026 | 174.44 K | $3.21 M | 70.35% | 1.16% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 170.18 K | $3.13 M | 1,620.75% | 1.13% |
| JANE STREET GROUP, LLC | 05/12/2026 | 169.01 K | $3.11 M | 100.00% | 1.13% |
| FMR LLC | 05/15/2026 | 151.28 K | $2.78 M | -85.80% | 1.01% |
| GILLSON CAPITAL LP | 05/15/2026 | 128.67 K | $2.37 M | -23.90% | 0.86% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 122.83 K | $2.26 M | 130.44% | 0.82% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 118.33 K | $2.18 M | 201.85% | 0.79% |
| MORGAN STANLEY | 05/15/2026 | 111.53 K | $2.05 M | 208.06% | 0.74% |
| CITADEL ADVISORS LLC | 05/15/2026 | 109.50 K | $2.01 M | 100.00% | 0.73% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 106.91 K | $1.97 M | 1,191.92% | 0.71% |
| UBS GROUP AG | 05/05/2026 | 82.19 K | $1.51 M | 79.01% | 0.55% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 81.98 K | $1.51 M | 100.00% | 0.55% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 72.94 K | $1.34 M | 165.84% | 0.49% |
| BRASADA CAPITAL MANAGEMENT, LP | 05/15/2026 | 72.10 K | $1.34 M | -55.16% | 0.48% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 71.91 K | $1.32 M | -10.49% | 0.48% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 67.61 K | $1.24 M | 100.00% | 0.45% |
| STATE STREET CORP | 05/15/2026 | 66.57 K | $1.22 M | 3.42% | 0.44% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 64.67 K | $1.19 M | 100.00% | 0.43% |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 05/14/2026 | 59.91 K | $1.10 M | 100.00% | 0.40% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 54.11 K | $995.10 K | 26.74% | 0.36% |
| SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2026 | 49.70 K | $913.96 K | 85.11% | 0.33% |
| XTX TOPCO LTD | 05/15/2026 | 45.79 K | $842.01 K | 100.00% | 0.30% |
| HRT FINANCIAL LP | 05/14/2026 | 45.56 K | $837.00 K | 100.00% | 0.30% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 40.46 K | $745.00 K | 22.54% | 0.27% |
| TD ASSET MANAGEMENT INC | 05/11/2026 | 40.21 K | $739.43 K | -40.61% | 0.27% |
| NORTHERN TRUST CORP | 05/14/2026 | 40.13 K | $738.01 K | -34.92% | 0.27% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 37.38 K | $687.40 K | 100.00% | 0.25% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 29.58 K | $543.88 K | -7.65% | 0.20% |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 05/15/2026 | 29.40 K | $540.59 K | 80.88% | 0.20% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 29.17 K | $536.34 K | 100.00% | 0.19% |
| AXQ CAPITAL, LP | 05/13/2026 | 28.35 K | $521.41 K | 100.00% | 0.19% |
| JUMP FINANCIAL, LLC | 05/14/2026 | 23.57 K | $433.51 K | 100.00% | 0.16% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 23.32 K | $428.91 K | -9.04% | 0.16% |
| MANGROVE PARTNERS | 05/15/2026 | 22.50 K | $413.74 K | 100.00% | 0.15% |
| MAGNETAR FINANCIAL LLC | 05/13/2026 | 21.68 K | $398.75 K | 100.00% | 0.14% |
| 05/14/2026 | 19.93 K | $366.57 K | 66.92% | 0.13% |
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TWFG Inc institutional Ownership - FAQ's
During the previous two years, 97 institutional investors and hedge funds held shares of TWFG Inc. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 2.1 M
BAMCO INC /NY/: 1.14 M
Capital International Investors: 1.07 M
Giverny Capital Inc.: 552,107
RIVERBRIDGE PARTNERS LLC: 549,614
CENTRAL SECURITIES CORP: 500,000
73.45% of TWFG Inc stock is owned by institutional investors.
Institutional investors have bought a total of 11.81 M shares in the last 24 months. This purchase volume represents approximately $236.19 M in transactions.