Company · Ownership research

TWFG, Inc. TWFG

CIK 0002007596 · CUSIP 87318A101

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

This page lists the top 20 of 70 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	T. Rowe Price Investment Management, Inc. CIK 1897612 · Amended · View history	$81.93M 2,847,719 shares	0.05%	+26.74K(+0.90%)Added	SEC filing ↗ Feb 19, 2026	▾
02	ALLIANCEBERNSTEIN L.P. CIK 1109448 · View history	$31.11M 1,081,383 shares	0.01%	-56.60K(-5.00%)Reduced	SEC filing ↗ Feb 17, 2026	▾
03	FMR LLC CIK 315066 · View history	$30.64M 1,065,105 shares	0.00%	-25.51K(-2.30%)Reduced	SEC filing ↗ Feb 17, 2026	▾
04	Capital International Investors CIK 1562230 · View history	$27.58M 958,490 shares	0.00%	+511.47K(+114.40%)Added	SEC filing ↗ Feb 11, 2026	▾
05	BAMCO INC /NY/ CIK 1017918 · View history	$27.46M 954,463 shares	0.07%	+335(0.00%)Added	SEC filing ↗ Feb 17, 2026	▾
06	VANGUARD GROUP INC CIK 102909 · View history	$18.83M 654,631 shares	0.00%	+14.92K(+2.30%)Added	SEC filing ↗ Jan 29, 2026	▾
07	RIVERBRIDGE PARTNERS LLC CIK 1112325 · View history	$17.08M 593,744 shares	0.32%	+51.08K(+9.40%)Added	SEC filing ↗ Jan 13, 2026	▾
08	Nuveen, LLC CIK 1871926 · View history	$14.24M 495,092 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Feb 12, 2026	▾
09	Central Securities Corp CIK 18748 · View history	$13.67M 475,000 shares	1.10%	+25.00K(+5.60%)Added	SEC filing ↗ Feb 10, 2026	▾
10	Giverny Capital Inc. CIK 1641864 · View history	$9.54M 331,511 shares	0.32%	+31.19K(+10.40%)Added	SEC filing ↗ Feb 13, 2026	▾
11	LORD, ABBETT & CO. LLC CIK 728100 · View history	$7.36M 255,764 shares	0.02%	+164.35K(+179.80%)Added	SEC filing ↗ Feb 13, 2026	▾
12	GILDER GAGNON HOWE & CO LLC CIK 902464 · View history	$6.86M 238,520 shares	0.07%	-1.49K(-0.60%)Reduced	SEC filing ↗ Feb 17, 2026	▾
13	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$6.80M 236,160 shares	0.00%	+16.38K(+7.50%)Added	SEC filing ↗ Feb 9, 2026	▾
14	Alyeska Investment Group, L.P. CIK 1453072 · View history	$6.21M 215,778 shares	0.02%	0(0.00%)Unchanged	SEC filing ↗ Feb 13, 2026	▾
15	BlackRock, Inc. CIK 2012383 · View history	$5.39M 187,337 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Feb 12, 2026	▾
16	Gillson Capital LP CIK 1698055 · View history	$4.86M 169,065 shares	0.32%	+21.57K(+14.60%)Added	SEC filing ↗ Feb 17, 2026	▾
17	BRASADA CAPITAL MANAGEMENT, LP CIK 1643833 · View history	$4.50M 160,787 shares	0.77%	-8.63K(-5.10%)Reduced	SEC filing ↗ Feb 13, 2026	▾
18	Grandeur Peak Global Advisors, LLC CIK 1569137 · View history	$3.35M 116,348 shares	0.45%	+11.04K(+10.50%)Added	SEC filing ↗ Feb 13, 2026	▾
19	Ascent Group, LLC CIK 1913231 · View history	$2.95M 102,402 shares	0.10%	+12.00K(+13.30%)Added	SEC filing ↗ Jan 20, 2026	▾
20	VICTORY CAPITAL MANAGEMENT INC CIK 1040188 · View history	$2.31M 80,340 shares	0.00%	-271.14K(-77.10%)Reduced	SEC filing ↗ Feb 13, 2026	▾

Showing 20 / 70 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

12,146,010

Not deduplicated across managers

Disclosed value

$349.32M

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. · Q4 2025

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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.