TWFG, Inc. - COMMON STOCK (TWFG)

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / COMMON STOCK
Shares outstanding
15,043,404
Total 13F shares
11,695,209
Share change
+48,499
Total reported value
$361,490,885
Price per share
$30.91
Number of holders
70
Value change
+$1,525,392
Number of buys
30
Number of sells
43

Institutional Holders of TWFG, Inc. - COMMON STOCK (TWFG) as of Q1 2025

As of 31 Mar 2025, TWFG, Inc. - COMMON STOCK (TWFG) was held by 70 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 11,695,209 shares. The largest 10 holders included T. Rowe Price Investment Management, Inc., ALLIANCEBERNSTEIN L.P., Capital International Investors, FMR LLC, BAMCO INC /NY/, VANGUARD GROUP INC, Nuveen, LLC, AMERICAN CENTURY COMPANIES INC, Driehaus Capital Management LLC, and Alyeska Investment Group, L.P.. This page lists 70 institutional shareholders reporting positions in this security for the Q1 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.