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 85 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 · View history	$38.61M 2,099,298 shares	0.03%	-748.42K(-26.30%)Reduced	SEC filing ↗ May 15, 2026	▾
02	BAMCO INC /NY/ CIK 1017918 · View history	$20.87M 1,135,099 shares	0.06%	+180.64K(+18.90%)Added	SEC filing ↗ May 15, 2026	▾
03	Capital International Investors CIK 1562230 · View history	$19.60M 1,065,732 shares	0.00%	+107.24K(+11.20%)Added	SEC filing ↗ May 13, 2026	▾
04	VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · Amended · View history	$10.49M 570,537 shares	0.00%	—	SEC filing ↗ May 15, 2026	▾
05	Giverny Capital Inc. CIK 1641864 · View history	$10.15M 552,107 shares	0.37%	+220.60K(+66.50%)Added	SEC filing ↗ May 15, 2026	▾
06	RIVERBRIDGE PARTNERS LLC CIK 1112325 · View history	$10.11M 549,614 shares	0.25%	-44.13K(-7.40%)Reduced	SEC filing ↗ Apr 17, 2026	▾
07	Central Securities Corp CIK 18748 · View history	$9.20M 500,000 shares	0.76%	+25.00K(+5.30%)Added	SEC filing ↗ May 8, 2026	▾
08	Nuveen, LLC CIK 1871926 · View history	$9.10M 495,092 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Apr 30, 2026	▾
09	MARSHALL WACE, LLP CIK 1318757 · View history	$4.91M 266,828 shares	0.01%	+266.83KNew	SEC filing ↗ May 15, 2026	▾
10	GILDER GAGNON HOWE & CO LLC CIK 902464 · View history	$4.11M 223,639 shares	0.05%	-14.88K(-6.20%)Reduced	SEC filing ↗ May 15, 2026	▾
11	Alyeska Investment Group, L.P. CIK 1453072 · View history	$3.97M 215,778 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ May 15, 2026	▾
12	TWO SIGMA INVESTMENTS, LP CIK 1179392 · View history	$3.77M 205,213 shares	0.00%	+172.30K(+523.50%)Added	SEC filing ↗ May 15, 2026	▾
13	BlackRock, Inc. CIK 2012383 · View history	$3.45M 187,337 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ May 13, 2026	▾
14	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$3.35M 182,092 shares	0.00%	-54.07K(-22.90%)Reduced	SEC filing ↗ May 15, 2026	▾
15	Ascent Group, LLC CIK 1913231 · View history	$3.21M 174,442 shares	0.11%	+72.04K(+70.40%)Added	SEC filing ↗ May 15, 2026	▾
16	Balyasny Asset Management L.P. CIK 1218710 · View history	$3.13M 170,182 shares	0.01%	+160.29K(+1,620.70%)Added	SEC filing ↗ May 15, 2026	▾
17	JANE STREET GROUP, LLC CIK 1595888 · View history	$3.11M 169,005 shares	0.00%	+169.00KNew	SEC filing ↗ May 12, 2026	▾
18	FMR LLC CIK 315066 · View history	$2.78M 151,281 shares	0.00%	-913.82K(-85.80%)Reduced	SEC filing ↗ May 15, 2026	▾
19	Gillson Capital LP CIK 1698055 · View history	$2.37M 128,665 shares	0.19%	-40.40K(-23.90%)Reduced	SEC filing ↗ May 15, 2026	▾
20	GOLDMAN SACHS GROUP INC CIK 886982 · View history	$2.26M 122,832 shares	0.00%	+69.53K(+130.40%)Added	SEC filing ↗ May 15, 2026	▾

Showing 20 / 85 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

11,033,050

Not deduplicated across managers

Disclosed value

$202.92M

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. · Q1 2026

Explore all 85 reporting institutions.

This page includes 20 of 85 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.