Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / COMMON STOCK
-
Shares outstanding
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14.9M
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Number of holders
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70
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Total 13F shares, excl. options
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11.7M
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Shares change
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+48.5K
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Total reported value, excl. options
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$361M
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Value change
-
+$1.53M
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Number of buys
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30
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Number of sells
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-43
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Price
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$30.91
Significant Holders of TWFG, Inc. - COMMON STOCK (TWFG) as of Q1 2025
85 filings reported holding TWFG - TWFG, Inc. - COMMON STOCK as of Q1 2025.
TWFG, Inc. - COMMON STOCK (TWFG) has 70 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.7M shares
of 14.9M outstanding shares and own 78.59% of the company stock.
Largest 10 shareholders include T. Rowe Price Investment Management, Inc. (1.99M shares), ALLIANCEBERNSTEIN L.P. (1.17M shares), Capital International Investors (879K shares), FMR LLC (878K shares), BAMCO INC /NY/ (868K shares), VANGUARD GROUP INC (621K shares), Nuveen, LLC (501K shares), AMERICAN CENTURY COMPANIES INC (421K shares), Driehaus Capital Management LLC (379K shares), and Alyeska Investment Group, L.P. (263K shares).
This table shows the top 70 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.