TWFG INC (87318A101) Institutional Ownership

87318A101 is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $12.33M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Giverny Capital, which reported ownership valued at approximately $10.15M in its March 31, 2026 13F filing.

Major shareholders tracked on this page include Giverny Capital, Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks asset manager ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward TWFG INC (87318A101).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$12,329,282670,434
Q4 20252$10,665,355370,711
Q3 20252$9,236,770336,617
Q2 20252$8,989,680256,848
Q1 20251$2,981,08496,444
Q4 20241$3,274,040106,300