Who owns TWFG, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TWFG from SEC Form 13F filings across 81 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 81 institutions disclosed 9.1M shares of TWFG, Inc. worth $219.1M — about 69.6% of shares outstanding; the largest disclosed holder is BAMCO INC /NY/. Source: SEC Form 13F filings, parsed by EvidInvest.
81
13F holders
$219.1M
value, 2026 filers
69.6%
of shares outstanding (9.1M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TWFG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BAMCO INC /NY/ | 1.1M | $27.3M | 0.0% | 8.7% | 0.0% |
| 2 | FRANKLIN RESOURCES INC | 781,912 | $18.8M | 0.0% | 6% | +7719.1% |
| 3 | T. Rowe Price Investment Management, Inc. | 753,680 | $18.1M | 0.0% | 5.8% | -64.1% |
| 4 | Giverny Capital Inc. | 652,452 | $15.7M | 0.5% | 5% | +18.2% |
| 5 | Central Securities Corp | 500,000 | $12.0M | 0.9% | 3.8% | 0.0% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 489,244 | $11.8M | 0.0% | 3.7% | -14.2% |
| 7 | MARSHALL WACE, LLP | 408,732 | $9.8M | 0.0% | 3.1% | +53.2% |
| 8 | TWO SIGMA INVESTMENTS, LP | 372,365 | $9.0M | 0.0% | 2.8% | +81.5% |
| 9 | JANE STREET GROUP, LLC | 353,216 | $8.5M | 0.0% | 2.7% | +109.0% |
| 10 | RIVERBRIDGE PARTNERS LLC | 332,658 | $8.0M | 0.2% | 2.5% | -39.5% |
| 11 | BlackRock, Inc. | 222,376 | $5.3M | 0.0% | 1.7% | +18.7% |
| 12 | GILDER GAGNON HOWE & CO LLC | 221,180 | $5.3M | 0.1% | 1.7% | -1.1% |
| 13 | Alyeska Investment Group, L.P. | 215,778 | $5.2M | 0.0% | 1.6% | 0.0% |
| 14 | CITADEL ADVISORS LLC | 214,589 | $5.2M | 0.0% | 1.6% | +96.0% |
| 15 | Ascent Group, LLC | 212,310 | $5.1M | 0.2% | 1.6% | +21.7% |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 174,213 | $4.2M | 0.0% | 1.3% | -4.3% |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 149,900 | $3.6M | 0.0% | 1.1% | +26.7% |
| 18 | Gillson Capital LP | 148,665 | $3.6M | 0.2% | 1.1% | +15.5% |
| 19 | Point72 Asset Management, L.P. | 135,139 | $3.3M | 0.0% | 1% | +109.0% |
| 20 | MORGAN STANLEY | 127,879 | $3.1M | 0.0% | 1% | +14.7% |
| 21 | GOLDMAN SACHS GROUP INC | 114,678 | $2.8M | 0.0% | 0.9% | -6.6% |
| 22 | TUDOR INVESTMENT CORP ET AL | 102,591 | $2.5M | 0.0% | 0.8% | +251.8% |
| 23 | DIMENSIONAL FUND ADVISORS LP | 93,734 | $2.3M | 0.0% | 0.7% | +38.6% |
| 24 | Trexquant Investment LP | 87,370 | $2.1M | 0.0% | 0.7% | +133.7% |
| 25 | BANK OF AMERICA CORP /DE/ | 84,570 | $2.0M | 0.0% | 0.6% | +56.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.