Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / COMMON STOCK
-
Shares outstanding
-
14.9M
-
Number of holders
-
81
-
Total 13F shares, excl. options
-
11.6M
-
Shares change
-
-108K
-
Total reported value, excl. options
-
$406M
-
Value change
-
+$111K
-
Number of buys
-
53
-
Number of sells
-
-33
-
Price
-
$35.00
Significant Holders of TWFG, Inc. - COMMON STOCK (TWFG) as of Q2 2025
92 filings reported holding TWFG - TWFG, Inc. - COMMON STOCK as of Q2 2025.
TWFG, Inc. - COMMON STOCK (TWFG) has 81 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.6M shares
of 14.9M outstanding shares and own 77.93% of the company stock.
Largest 10 shareholders include T. Rowe Price Investment Management, Inc. (2.46M shares), ALLIANCEBERNSTEIN L.P. (1.17M shares), FMR LLC (968K shares), BAMCO INC /NY/ (902K shares), VANGUARD GROUP INC (620K shares), Capital International Investors (515K shares), Nuveen, LLC (500K shares), Driehaus Capital Management LLC (377K shares), RIVERBRIDGE PARTNERS LLC (344K shares), and LORD, ABBETT & CO. LLC (246K shares).
This table shows the top 81 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.