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 quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 2 | $12,329,282 | 670,434 |
| Q4 2025 | 2 | $10,665,355 | 370,711 |
| Q3 2025 | 2 | $9,236,770 | 336,617 |
| Q2 2025 | 2 | $8,989,680 | 256,848 |
| Q1 2025 | 1 | $2,981,084 | 96,444 |
| Q4 2024 | 1 | $3,274,040 | 106,300 |
Related 87318A101 Institutional Insights:
- 87318A101 Institutional Ownership & Insiders Activity
- 87318A101 Institutional Ownership & 13F Activity
- 87318A101 Top Institutional Shareholders
- 87318A101 Institutional Buying Activity
- 87318A101 Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- 87318A101 Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings