Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / COMMON STOCK
-
Shares outstanding
-
15M
-
Number of holders
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67
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Total 13F shares, excl. options
-
12.2M
-
Shares change
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+596K
-
Total reported value, excl. options
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$334M
-
Value change
-
+$9.38M
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Number of buys
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38
-
Number of sells
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-44
-
Price
-
$27.44
Significant Holders of TWFG, Inc. - COMMON STOCK (TWFG) as of Q3 2025
91 filings reported holding TWFG - TWFG, Inc. - COMMON STOCK as of Q3 2025.
TWFG, Inc. - COMMON STOCK (TWFG) has 67 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.2M shares
of 15M outstanding shares and own 80.94% of the company stock.
Largest 10 shareholders include T. Rowe Price Investment Management, Inc. (2.82M shares), ALLIANCEBERNSTEIN L.P. (1.14M shares), FMR LLC (1.09M shares), BAMCO INC /NY/ (954K shares), VANGUARD GROUP INC (640K shares), RIVERBRIDGE PARTNERS LLC (543K shares), Nuveen, LLC (495K shares), CENTRAL SECURITIES CORP (450K shares), Capital International Investors (447K shares), and VICTORY CAPITAL MANAGEMENT INC (351K shares).
This table shows the top 67 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.