Company · Ownership research

TWFG, Inc. TWFG

CIK 0002007596 · CUSIP 87318A101

Insider tradingInitial holdingsInstitutional holders

Quarter-end disclosures, not live holdings.

This page lists the top 20 of 41 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	FRANKLIN RESOURCES INC CIK 38777 · View history	$22.80M 770,681 shares	0.00%	-11.23K(-1.40%)Reduced	SEC filing ↗ Nov 12, 2026	▾
02	Giverny Capital Inc. CIK 1641864 · View history	$15.66M 652,319 shares	0.54%	-133(0.00%)Reduced	SEC filing ↗ Nov 12, 2026	▾
03	Central Securities Corp CIK 18748 · View history	$12.01M 500,000 shares	0.86%	0(0.00%)Unchanged	SEC filing ↗ Nov 6, 2026	▾
04	RIVERBRIDGE PARTNERS LLC CIK 1112325 · View history	$8.35M 347,619 shares	0.24%	+14.96K(+4.50%)Added	SEC filing ↗ Nov 5, 2026	▾
05	Ascent Group, LLC CIK 1913231 · View history	$5.14M 214,110 shares	0.15%	+1.80K(+0.80%)Added	SEC filing ↗ Oct 30, 2026	▾
06	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$4.48M 186,501 shares	0.01%	+36.60K(+24.40%)Added	SEC filing ↗ Nov 12, 2026	▾
07	JANE STREET GROUP, LLC CIK 1595888 · View history	$3.99M 166,149 shares	0.00%	-187.07K(-53.00%)Reduced	SEC filing ↗ Nov 12, 2026	▾
08	VICTORY CAPITAL MANAGEMENT INC CIK 1040188 · View history	$3.96M 164,969 shares	0.00%	+82.29K(+99.50%)Added	SEC filing ↗ Nov 10, 2026	▾
09	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$3.65M 151,930 shares	0.00%	-22.28K(-12.80%)Reduced	SEC filing ↗ Nov 6, 2026	▾
10	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$2.58M 107,372 shares	0.00%	+13.64K(+14.50%)Added	SEC filing ↗ Nov 4, 2026	▾
11	ACADIAN ASSET MANAGEMENT LLC CIK 916542 · View history	$1.76M 73,491 shares	0.00%	+73.49KNew	SEC filing ↗ Nov 9, 2026	▾
12	STATE STREET CORP CIK 93751 · View history	$1.65M 68,666 shares	0.00%	+2.10K(+3.20%)Added	SEC filing ↗ Nov 12, 2026	▾
13	UBS Group AG CIK 1610520 · View history	$1.45M 60,309 shares	0.00%	+16.61K(+38.00%)Added	SEC filing ↗ Nov 10, 2026	▾
14	ARGENT CAPITAL MANAGEMENT LLC CIK 1120926 · View history	$983.31K 40,954 shares	0.03%	+40.95KNew	SEC filing ↗ Oct 5, 2026	▾
15	RAYMOND JAMES FINANCIAL INC CIK 720005 · View history	$757.52K 31,550 shares	0.00%	+200(+0.60%)Added	SEC filing ↗ Nov 12, 2026	▾
16	Symphony Financial, Ltd. Co. CIK 1800687 · View history	$628.75K 26,089 shares	0.06%	-13.00K(-33.30%)Reduced	SEC filing ↗ Oct 22, 2026	▾
17	JPMORGAN CHASE & CO CIK 19617 · View history	$626.80K 25,933 shares	0.00%	+25.88K(+44,612.10%)Added	SEC filing ↗ Nov 12, 2026	▾
18	Nuveen, LLC CIK 1871926 · View history	$544.06K 27,203 shares	0.00%	+27.20KNew	SEC filing ↗ Nov 10, 2026	▾
19	AMERICAN CENTURY COMPANIES INC CIK 748054 · View history	$391.41K 16,302 shares	0.00%	+5.87K(+56.30%)Added	SEC filing ↗ Nov 12, 2026	▾
20	Quantbot Technologies LP CIK 1512991 · View history	$375.25K 15,629 shares	0.01%	-12.90K(-45.20%)Reduced	SEC filing ↗ Nov 12, 2026	▾

Showing 20 / 41 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

3,736,207

Not deduplicated across managers

Disclosed value

$93.89M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

TWFG, Inc. · Q3 2026

Explore all 41 reporting institutions.

This page includes 20 of 41 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.