Who Owns TWFG INC (TWFG)? -- Institutional Holders (2026-06-30)

93 institutions reported holding $219.1M of TWFG INC (TWFG) in SEC 13F filings for 2026-06-30. Largest institutional holders: BAMCO INC /NY/ ($27.3M), FRANKLIN RESOURCES INC ($18.8M), T. Rowe Price Investment Management, Inc. ($18.1M), Giverny Capital Inc. ($15.7M), VANGUARD GROUP INC ($13.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BAMCO INC /NY/$27.3M1.1MTrimmed
2FRANKLIN RESOURCES INC$18.8M781,912Added
3T. Rowe Price Investment Management, Inc.$18.1M753,680Trimmed
4Giverny Capital Inc.$15.7M652,452Added
5VANGUARD GROUP INC$13.9M577,705Trimmed
6CENTRAL SECURITIES CORP$12.0M500,000Hold
7MARSHALL WACE, LLP$9.8M408,732Added
8TWO SIGMA INVESTMENTS, LP$9.0M372,365Added
9JANE STREET GROUP, LLC$8.5M353,216Added
10RIVERBRIDGE PARTNERS LLC$8.0M332,658Trimmed
11BlackRock, Inc.$5.3M222,376Added
12GILDER GAGNON HOWE & CO LLC$5.3M221,180Trimmed
13Alyeska Investment Group, L.P.$5.2M215,778Hold
14CITADEL ADVISORS LLC$5.2M214,589Added
15Ascent Group, LLC$5.1M212,310Added
16GEODE CAPITAL MANAGEMENT, LLC$4.2M174,213Trimmed
17RENAISSANCE TECHNOLOGIES LLC$3.6M149,900Added
18Gillson Capital LP$3.6M148,665Added
19Point72 Asset Management, L.P.$3.3M135,139Added
20MORGAN STANLEY$3.1M127,879Added
21GOLDMAN SACHS GROUP INC$2.8M114,678Trimmed
22TUDOR INVESTMENT CORP ET AL$2.5M102,591Added
23DIMENSIONAL FUND ADVISORS LP$2.3M93,734Added
24Trexquant Investment LP$2.1M87,370Added
25BANK OF AMERICA CORP /DE/$2.0M84,570Added

Source: SEC Form 13F filings · as of 2026-06-30