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. | 02/19/2026 | 2.85 M | $81.93 M | 0.95% | 18.98% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 1.08 M | $31.11 M | -4.97% | 7.21% |
| FMR LLC | 02/17/2026 | 1.07 M | $30.64 M | -2.34% | 7.10% |
| CAPITAL INTERNATIONAL INVESTORS | 02/11/2026 | 958.49 K | $27.58 M | 114.42% | 6.39% |
| BAMCO INC /NY/ | 02/17/2026 | 954.46 K | $27.46 M | 0.04% | 6.36% |
| VANGUARD GROUP INC | 01/29/2026 | 654.63 K | $18.83 M | 2.33% | 4.36% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 593.74 K | $17.08 M | 9.41% | 3.96% |
| NUVEEN, LLC | 02/12/2026 | 495.09 K | $14.24 M | 0.00% | 3.30% |
| CENTRAL SECURITIES CORP | 02/10/2026 | 475.00 K | $13.67 M | 5.56% | 3.17% |
| GIVERNY CAPITAL INC. | 02/13/2026 | 331.51 K | $9.54 M | 10.39% | 2.21% |
| LORD, ABBETT & CO. LLC | 02/13/2026 | 255.76 K | $7.36 M | 179.80% | 1.70% |
| GILDER GAGNON HOWE & CO LLC | 02/17/2026 | 238.52 K | $6.86 M | -0.62% | 1.59% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 236.16 K | $6.80 M | 7.45% | 1.57% |
| ALYESKA INVESTMENT GROUP, L.P. | 02/13/2026 | 215.78 K | $6.21 M | 0.00% | 1.44% |
| BLACKROCK, INC. | 02/12/2026 | 187.34 K | $5.39 M | 0.00% | 1.25% |
| GILLSON CAPITAL LP | 02/17/2026 | 169.07 K | $4.86 M | 14.62% | 1.13% |
| BRASADA CAPITAL MANAGEMENT, LP | 02/13/2026 | 160.79 K | $4.50 M | -5.09% | 1.07% |
| GRANDEUR PEAK GLOBAL ADVISORS, LLC | 02/13/2026 | 116.35 K | $3.35 M | 10.48% | 0.78% |
| ASCENT GROUP, LLC | 01/20/2026 | 102.40 K | $2.95 M | 13.27% | 0.68% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 80.34 K | $2.31 M | -77.14% | 0.54% |
| TD ASSET MANAGEMENT INC | 02/10/2026 | 67.70 K | $1.95 M | 8.57% | 0.45% |
| STATE STREET CORP | 02/13/2026 | 64.37 K | $1.85 M | 6.19% | 0.43% |
| NORTHERN TRUST CORP | 02/17/2026 | 61.66 K | $1.77 M | 14.50% | 0.41% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 57.02 K | $1.64 M | 0.00% | 0.38% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 53.30 K | $1.53 M | -43.97% | 0.36% |
| GHISALLO CAPITAL MANAGEMENT LLC | 02/17/2026 | 50.00 K | $1.44 M | -50.00% | 0.33% |
| UBS GROUP AG | 01/29/2026 | 45.91 K | $1.32 M | -0.56% | 0.31% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 42.70 K | $1.23 M | 41.47% | 0.28% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 39.20 K | $1.13 M | 7.99% | 0.26% |
| MORGAN STANLEY | 02/13/2026 | 36.20 K | $1.04 M | -48.28% | 0.24% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 33.02 K | $950.00 K | 5.77% | 0.22% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 32.91 K | $946.94 K | -76.35% | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 32.03 K | $921.39 K | 8.01% | 0.21% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 27.44 K | $789.33 K | -47.93% | 0.18% |
| SCHONFELD STRATEGIC ADVISORS LLC | 02/17/2026 | 26.85 K | $772.42 K | 92.65% | 0.18% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/17/2026 | 25.64 K | $737.69 K | 13.41% | 0.17% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 02/17/2026 | 20.96 K | $602.99 K | -47.16% | 0.14% |
| BLAIR WILLIAM & CO/IL | 02/17/2026 | 19.90 K | $572.41 K | -29.15% | 0.13% |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 02/13/2026 | 16.25 K | $468.00 K | 100.00% | 0.11% |
| 02/13/2026 | 15.99 K | $459.95 K | 100.00% | 0.11% | |
| 1832 ASSET MANAGEMENT L.P. | 02/13/2026 | 15.37 K | $442.28 K | -7.74% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 15.23 K | $438.20 K | 100.00% | 0.10% |
| SEI INVESTMENTS CO | 02/13/2026 | 12.64 K | $363.65 K | 5.60% | 0.08% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 12.23 K | $351.91 K | 29.69% | 0.08% |
| 02/02/2026 | 11.94 K | $343.57 K | 24.41% | 0.08% | |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 02/17/2026 | 11.72 K | $337.30 K | 100.00% | 0.08% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 02/17/2026 | 10.47 K | $301.31 K | -38.30% | 0.07% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 10.28 K | $295.67 K | 0.00% | 0.07% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 10.00 K | $287.70 K | 0.00% | 0.07% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 9.89 K | $284.54 K | 100.00% | 0.07% |
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TWFG Inc institutional Ownership - FAQ's
During the previous two years, 82 institutional investors and hedge funds held shares of TWFG Inc. The most heavily invested institutionals were:
RIVERBRIDGE PARTNERS LLC: 549,614
Nuveen, LLC: 495,092
UBS Group AG: 82,185
Symphony Financial, Ltd. Co.: 15,407
Bank of New York Mellon Corp: 14,691
ENVESTNET ASSET MANAGEMENT INC: 13,058
80.94% of TWFG Inc stock is owned by institutional investors.
Institutional investors have bought a total of 12.86 M shares in the last 24 months. This purchase volume represents approximately $257.10 M in transactions.