TWFG, Inc. - COMMON STOCK (TWFG)

Historical Holders from Q3 2024 to Q2 2025

Symbol
TWFG on Nasdaq
CUSIP
87318A101
Type / Class
Equity / COMMON STOCK
Shares outstanding
14.9M
All holders as of June 30, 2025
Q2 2025
Total 13F shares, excl. options
11.6M
Holdings value
$406M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
81
Number of buys
53
Number of sells
-33
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of TWFG, Inc. - COMMON STOCK (TWFG)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
T. Rowe Price Investment Management, Inc. 16.5% +24.6% $66.3M $12.6M 2.46M +23.5% T. Rowe Price Investment Management, Inc. Jun 30, 2025
ALLIANCEBERNSTEIN L.P. 7.9% +26.7% $32.5M $6.39M 1.17M +24.5% AllianceBernstein L.P. Mar 31, 2025
FMR LLC 5.9% -18.6% $24.4M -$5.17M 878K -17.5% FMR LLC Mar 31, 2025
BAMCO INC /NY/ 5.88% $24.2M 872K Baron Capital Group, Inc. Dec 31, 2024
TIAA CREF INVESTMENT MANAGEMENT LLC 4.81% $19.8M 712K TIAA-CREF Investment Management, LLC Dec 31, 2024
Capital International Investors 3.5% -40% $13.9M -$9.81M 515K -41.4% Capital International Investors Jun 30, 2025
PRICE T ROWE ASSOCIATES INC /MD/ 0.2% $789K 28.4K T. Rowe Price Associates, Inc. Mar 31, 2025

Institutional Holders of TWFG, Inc. - COMMON STOCK (TWFG)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q2 11.6M $406M +$111K $35.00 81
2025 Q1 11.7M $361M +$1.53M $30.91 70
2024 Q4 11.8M $365M -$13.5M $30.80 76
2024 Q3 12.1M $328M +$323M $27.12 61