TWFG INC (87318A101) Institutional Shareholders
TWFG INC (87318A101) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $160.57M in 87318A101 holdings during the latest filing period.
Bamco Inc is currently the largest disclosed institutional shareholder of 87318A101 tracked by InsiderSet, reporting ownership valued at approximately $20.87M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed 87318A101 value among the investors covered in this analysis. Major shareholders include Bamco Inc, Capital International Investors, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in TWFG INC (87318A101).
This page ranks the largest institutional 87318A101 shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
86
Total Reported Value
$160.57M
Largest Holder
Bamco Inc
Largest Position
$20.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
98
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bamco Inc | 0.06% | 1,135,099 | $20,874,471 | — | — | — | |
| Capital International Investors | 0.00% | 1,065,732 | $19,598,811 | — | — | — | |
| Vanguard Capital Management Llc | 0.00% | 570,537 | $10,492,175 | — | — | — | |
| Giverny Capital | Francois Rochon | 0.37% | 552,107 | $10,153,248 | — | — | — |
| Central Securities Corp | 0.76% | 500,000 | $9,195,000 | — | — | — | |
| Nuveen, Llc | 0.00% | 495,092 | $9,104,742 | — | — | — | |
| Riverbridge Partners Llc | 0.22% | 332,658 | $8,000,427 | — | — | — | |
| Ascent Group, Llc | 0.15% | 212,310 | $5,106,056 | — | — | — | |
| Marshall Wace, Llp | 0.01% | 266,828 | $4,906,967 | — | — | — | |
| Gilder Gagnon Howe & Co Llc | 0.05% | 223,639 | $4,112,721 | — | — | — | |
| Alyeska Investment Group, L.P. | 0.01% | 215,778 | $3,968,157 | — | — | — | |
| Two Sigma Investments, Lp | 0.00% | 205,213 | $3,773,867 | — | — | — | |
| Blackrock, Inc. | 0.00% | 187,337 | $3,445,127 | — | — | — | |
| Geode Capital Management, Llc | 0.00% | 182,092 | $3,350,527 | — | — | — | |
| Balyasny Asset Management L.P. | 0.01% | 170,182 | $3,129,647 | — | — | — | |
| Jane Street Group, Llc | 0.00% | 169,005 | $3,108,002 | — | — | — | |
| Fmr Llc | 0.00% | 151,281 | $2,782,056 | — | — | — | |
| Goldman Sachs Group Inc | 0.00% | 122,832 | $2,258,880 | — | — | — | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 118,327 | $2,176,034 | — | — | — |
| Morgan Stanley | 0.00% | 111,526 | $2,050,963 | — | — | — | |
| Citadel Advisors Llc | 0.00% | 109,502 | $2,013,742 | — | — | — | |
| Millennium Management Llc | 0.00% | 106,906 | $1,966,001 | — | — | — | |
| Ubs Group Ag | 0.00% | 82,185 | $1,511,382 | — | — | — | |
| Vanguard Fiduciary Trust Co | 0.00% | 81,983 | $1,507,667 | — | — | — | |
| Brasada Capital Management, Lp | 0.25% | 72,099 | $1,341,762 | — | — | — | |
| Qube Research & Technologies Ltd | 0.00% | 72,935 | $1,341,275 | — | — | — | |
| Victory Capital Management Inc | 0.00% | 71,910 | $1,322,425 | — | — | — | |
| Dimensional Fund Advisors Lp | 0.00% | 67,612 | $1,243,385 | — | — | — | |
| State Street Corp | 0.00% | 66,566 | $1,224,149 | — | — | — | |
| Point72 Asset Management, L.P. | 0.00% | 64,668 | $1,189,245 | — | — | — | |
| Lighthouse Investment Partners, Llc | 0.04% | 59,909 | $1,101,727 | — | — | — | |
| Bank Of America Corp | 0.00% | 54,111 | $995,101 | — | — | — | |
| Schonfeld Strategic Advisors Llc | 0.01% | 49,699 | $913,963 | — | — | — | |
| Xtx Topco Ltd | 0.01% | 45,786 | $842,005 | — | — | — | |
| Td Asset Management Inc | 0.00% | 40,208 | $739,425 | — | — | — | |
| Northern Trust Corp | 0.00% | 40,131 | $738,009 | — | — | — | |
| Trexquant Investment Lp | 0.00% | 37,379 | $687,400 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 29,575 | $543,884 | — | — | — | |
| Dynamic Technology Lab Private Ltd | 0.09% | 29,396 | $540,592 | — | — | — | |
| Tudor Investment Corp Et Al | 0.00% | 29,165 | $536,344 | — | — | — | |
| Axq Capital, Lp | 0.07% | 28,353 | $521,412 | — | — | — | |
| Jump Financial, Llc | 0.01% | 23,573 | $433,507 | — | — | — | |
| State Of Wisconsin Investment Board | 0.00% | 23,323 | $428,910 | — | — | — | |
| Mangrove Partners Im, Llc | 0.03% | 22,498 | $413,738 | — | — | — | |
| Magnetar Financial Llc | 0.00% | 21,683 | $398,751 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 16,145 | $388,287 | — | — | — | |
| Blalock Williams, Llc | 0.28% | 19,933 | $366,568 | — | — | — | |
| 1832 Asset Management L.P. | 0.00% | 16,962 | $311,931 | — | — | — | |
| Squarepoint Ops Llc | 0.00% | 16,878 | $310,386 | — | — | — | |
| Aquatic Capital Management Llc | 0.01% | 16,235 | $298,562 | — | — | — |
Frequently asked questions about 87318A101
Who owns the most 87318A101 stock?
The largest holders of 87318A101 are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for TWFG INC (87318A101).
Is 87318A101 widely held by superinvestors?
Many widely followed stocks like 87318A101 appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly 87318A101 is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.