TWFG, Inc. - Common Stock (TWFG)

Historical Holders from Q3 2024 to Q4 2024

Symbol
TWFG on Nasdaq
CUSIP
87318A101
Type / Class
Equity / Common Stock
Shares outstanding
14.9M
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
11.8M
Holdings value
$365M
% of all portfolios
0%
Grand Portfolio weight change
0%
Number of holders
76
Number of buys
39
Number of sells
-30
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. 10.5% $49.5M 1.55M T. Rowe Price Investment Management, Inc. Dec 31, 2024
FMR LLC 7.2% $33.9M 1.06M FMR LLC Dec 31, 2024
ALLIANCEBERNSTEIN L.P. 6.3% $30M 940K AllianceBernstein L.P. Sep 30, 2024
Capital International Investors 5.9% $28M 879K Capital International Investors Dec 31, 2024
BAMCO INC /NY/ 5.88% $27.8M 872K Baron Capital Group, Inc. Dec 31, 2024
TIAA CREF INVESTMENT MANAGEMENT LLC 4.81% $22.7M 712K TIAA-CREF Investment Management, LLC Dec 31, 2024

Institutional Holders of TWFG, Inc. - Common Stock (TWFG)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q4 11.8M $365M -$13.5M $30.80 76
2024 Q3 12.1M $328M +$323M $27.12 61