TWFG INC (TWFG) Institutional Ownership and Insiders Activity
TWFG INC (TWFG) is widely held by institutional investors, with 79 firms reporting positions valued at approximately $199.97M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Bamco Inc is the largest disclosed holder, reporting approximately $27.30M in TWFG holdings in its latest filing.
Institutional Holders
79
Total Reported Value
$199.97M
Largest Holder
Bamco Inc
Largest Position
$27.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
9
Funds Exiting Positions
16
Top Institutional Owners
View allInvestorReported Balance
- Bamco Inc$27.30M
- T. Rowe Price Investment Management, Inc.$18.13M
- Giverny Capital$15.69M
- Central Securities Corp$12.03M
- Vanguard Capital Management Llc$11.77M
Related TWFG Institutional Insights:
- TWFG 13F Institutional Holders
- TWFG Top Institutional Shareholders
- TWFG Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- TWFG Insider Trading & SEC Form 4 Activity
- TWFG Articles
- Top Institutional Investor Stock Rankings