TWFG INC (TWFG) Institutional Shareholders
TWFG INC (TWFG) 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 $199.97M in TWFG holdings during the latest filing period.
Bamco Inc is currently the largest disclosed institutional shareholder of TWFG tracked by InsiderSet, reporting ownership valued at approximately $27.30M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $30.34M, representing an estimated gain of +11.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed TWFG value among the investors covered in this analysis. Major shareholders include Bamco Inc, T. Rowe Price Investment Management, Inc., Giverny Capital, and several other long-term asset managers with concentrated positions in TWFG INC (TWFG).
This page ranks the largest institutional TWFG 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
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
104
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bamco Inc | 0.04% | 1,135,091 | $27,298,939 | $30,340,982 | +$3,042,043 | +11.14% | |
| T. Rowe Price Investment Management, Inc. | 0.01% | 753,680 | $18,127,000 | $20,145,866 | +$2,018,866 | +11.14% | |
| Giverny Capital | Francois Rochon | 0.53% | 652,452 | $15,691,471 | $17,440,042 | +$1,748,571 | +11.14% |
| Central Securities Corp | 0.90% | 500,000 | $12,025,000 | $13,365,000 | +$1,340,000 | +11.14% | |
| Vanguard Capital Management Llc | 0.00% | 489,244 | $11,766,318 | $13,077,492 | +$1,311,174 | +11.14% | |
| Marshall Wace, Llp | 0.01% | 408,732 | $9,830,004 | $10,925,406 | +$1,095,402 | +11.14% | |
| Two Sigma Investments, Lp | 0.01% | 372,365 | $8,955,378 | $9,953,316 | +$997,938 | +11.14% | |
| Jane Street Group, Llc | 0.01% | 353,216 | $8,494,844 | $9,441,464 | +$946,620 | +11.14% | |
| Riverbridge Partners Llc | 0.22% | 332,658 | $8,000,427 | $8,891,948 | +$891,521 | +11.14% | |
| Blackrock, Inc. | 0.00% | 222,376 | $5,348,143 | $5,944,110 | +$595,967 | +11.14% | |
| Gilder Gagnon Howe & Co Llc | 0.05% | 221,180 | $5,319,379 | $5,912,141 | +$592,762 | +11.14% | |
| Alyeska Investment Group, L.P. | 0.01% | 215,778 | $5,189,461 | $5,767,746 | +$578,285 | +11.14% | |
| Citadel Advisors Llc | 0.00% | 214,589 | $5,160,866 | $5,735,964 | +$575,098 | +11.14% | |
| Ascent Group, Llc | 0.15% | 212,310 | $5,106,056 | $5,675,046 | +$568,990 | +11.14% | |
| Geode Capital Management, Llc | 0.00% | 174,213 | $4,192,417 | $4,656,713 | +$464,296 | +11.07% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 149,900 | $3,605,095 | $4,006,827 | +$401,732 | +11.14% |
| Gillson Capital Lp | 0.21% | 148,665 | $3,575,000 | $3,973,815 | +$398,815 | +11.16% | |
| Point72 Asset Management, L.P. | 0.00% | 135,139 | $3,250,093 | $3,612,265 | +$362,172 | +11.14% | |
| Morgan Stanley | 0.00% | 127,879 | $3,075,491 | $3,418,206 | +$342,715 | +11.14% | |
| Goldman Sachs Group Inc | 0.00% | 114,678 | $2,758,006 | $3,065,343 | +$307,337 | +11.14% | |
| Tudor Investment Corp Et Al | 0.01% | 102,591 | $2,467,314 | $2,742,257 | +$274,943 | +11.14% | |
| Dimensional Fund Advisors Lp | 0.00% | 93,734 | $2,254,303 | $2,505,510 | +$251,207 | +11.14% | |
| Trexquant Investment Lp | 0.01% | 87,370 | $2,101,249 | $2,335,400 | +$234,151 | +11.14% | |
| Bank Of America Corp | 0.00% | 84,570 | $2,033,909 | $2,260,556 | +$226,647 | +11.14% | |
| Victory Capital Management Inc | 0.00% | 82,675 | $1,988,334 | $2,209,903 | +$221,569 | +11.14% | |
| Vanguard Fiduciary Trust Co | 0.00% | 82,554 | $1,985,424 | $2,206,668 | +$221,244 | +11.14% | |
| Qube Research & Technologies Ltd | 0.00% | 68,450 | $1,646,223 | $1,829,669 | +$183,446 | +11.14% | |
| Xtx Topco Ltd | 0.02% | 67,439 | $1,621,908 | $1,802,644 | +$180,736 | +11.14% | |
| State Street Corp | 0.00% | 66,566 | $1,600,912 | $1,779,309 | +$178,397 | +11.14% | |
| Schonfeld Strategic Advisors Llc | 0.01% | 61,728 | $1,484,556 | $1,649,989 | +$165,433 | +11.14% | |
| Millennium Management Llc | 0.00% | 60,048 | $1,444,154 | $1,605,083 | +$160,929 | +11.14% | |
| Price T Rowe Associates Inc | 0.00% | 45,064 | $1,084,000 | $1,204,561 | +$120,561 | +11.12% | |
| Ubs Group Ag | 0.00% | 43,698 | $1,050,937 | $1,168,048 | +$117,111 | +11.14% | |
| Symphony Financial, Ltd. Co. | 0.10% | 39,089 | $942,436 | $1,044,849 | +$102,413 | +10.87% | |
| Raymond James Financial Inc | 0.00% | 31,350 | $753,968 | $837,986 | +$84,018 | +11.14% | |
| Northern Trust Corp | 0.00% | 31,116 | $748,340 | $831,731 | +$83,391 | +11.14% | |
| Quantbot Technologies Lp | 0.03% | 28,534 | $686,243 | $762,714 | +$76,471 | +11.14% | |
| Dynamic Technology Lab Private Ltd | 0.15% | 28,404 | $683,000 | $759,239 | +$76,239 | +11.16% | |
| D. E. Shaw & Co., Inc. | 0.00% | 28,178 | $677,681 | $753,198 | +$75,517 | +11.14% | |
| Blalock Williams, Llc | 0.36% | 22,911 | $551,010 | $612,411 | +$61,401 | +11.14% | |
| State Of Wisconsin Investment Board | 0.00% | 21,008 | $505,242 | $561,544 | +$56,302 | +11.14% | |
| Brasada Capital Management, Lp | 0.08% | 19,419 | $467,027 | $519,070 | +$52,043 | +11.14% | |
| Centiva Capital, Lp | 0.02% | 18,559 | $446,344 | $496,082 | +$49,738 | +11.14% | |
| Envestnet Asset Management Inc | 0.00% | 16,145 | $388,287 | $431,556 | +$43,269 | +11.14% | |
| Mangrove Partners Im, Llc | 0.02% | 15,091 | $362,939 | $403,382 | +$40,443 | +11.14% | |
| Bank Of New York Mellon Corp | 0.00% | 13,577 | $326,527 | $362,913 | +$36,386 | +11.14% | |
| Bnp Paribas Financial Markets | 0.00% | 11,493 | $276,407 | $307,208 | +$30,801 | +11.14% | |
| Jump Financial, Llc | 0.00% | 11,374 | $273,545 | $304,027 | +$30,482 | +11.14% | |
| Walleye Capital Llc | 0.00% | 10,885 | $261,784 | $290,956 | +$29,172 | +11.14% | |
| Barclays Plc | 0.00% | 10,563 | $254,040 | $282,349 | +$28,309 | +11.14% |
Frequently asked questions about TWFG
Who owns the most TWFG stock?
The largest holders of TWFG 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 (TWFG).
Is TWFG widely held by superinvestors?
Many widely followed stocks like TWFG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TWFG 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.