Who Owns TWFG INC (TWFG)? -- Institutional Holders (2026-06-30)
94 institutions reported holding $219.2M 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.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BAMCO INC /NY/ | $27.3M | 1.1M | Trimmed |
| 2 | FRANKLIN RESOURCES INC | $18.8M | 781,912 | Added |
| 3 | T. Rowe Price Investment Management, Inc. | $18.1M | 753,680 | Trimmed |
| 4 | Giverny Capital Inc. | $15.7M | 652,452 | Added |
| 5 | VANGUARD GROUP INC | $13.9M | 577,705 | Trimmed |
| 6 | CENTRAL SECURITIES CORP | $12.0M | 500,000 | Hold |
| 7 | MARSHALL WACE, LLP | $9.8M | 408,732 | Added |
| 8 | TWO SIGMA INVESTMENTS, LP | $9.0M | 372,365 | Added |
| 9 | JANE STREET GROUP, LLC | $8.5M | 353,216 | Added |
| 10 | RIVERBRIDGE PARTNERS LLC | $8.0M | 332,658 | Trimmed |
| 11 | BlackRock, Inc. | $5.3M | 222,376 | Added |
| 12 | GILDER GAGNON HOWE & CO LLC | $5.3M | 221,180 | Trimmed |
| 13 | Alyeska Investment Group, L.P. | $5.2M | 215,778 | Hold |
| 14 | CITADEL ADVISORS LLC | $5.2M | 214,589 | Added |
| 15 | Ascent Group, LLC | $5.1M | 212,310 | Added |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | $4.2M | 174,213 | Trimmed |
| 17 | RENAISSANCE TECHNOLOGIES LLC | $3.6M | 149,900 | Added |
| 18 | Gillson Capital LP | $3.6M | 148,665 | Added |
| 19 | Point72 Asset Management, L.P. | $3.3M | 135,139 | Added |
| 20 | MORGAN STANLEY | $3.1M | 127,879 | Added |
| 21 | GOLDMAN SACHS GROUP INC | $2.8M | 114,678 | Trimmed |
| 22 | TUDOR INVESTMENT CORP ET AL | $2.5M | 102,591 | Added |
| 23 | DIMENSIONAL FUND ADVISORS LP | $2.3M | 93,734 | Added |
| 24 | Trexquant Investment LP | $2.1M | 87,370 | Added |
| 25 | BANK OF AMERICA CORP /DE/ | $2.0M | 84,570 | Added |
Source: SEC Form 13F filings · as of 2026-06-30