TWFG Institutional Ownership
Who owns TWFG, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 82 funds reported holding TWFG at Jun 30, 2026.
- ▲46 buying vs 37 selling
- ▼Shares held by funds -17.4%
- ▼Funds holding -3
- ▲Superinvestors: 3 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 82 | 85 | −3.5% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 9.1M | 11M | −17.4% |
| Held by funds | – | – | – |
| New positions | 12 | 25 | −52.0% |
| Increased | 34 | 25 | +36.0% |
| Reduced | 23 | 18 | +27.8% |
| Sold out | 14 | 12 | +16.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 12K | −100.0% |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in TWFG
All superinvestors →
Who owns TWFG
share of fund held shares- Index and passive funds12.8%
- Active managers and hedge funds78.1%
- Banks and brokers8.8%
- Pensions, insurers and other0.3%
The top 10 holders own 63.4% of all TWFG shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
9 funds changed their position- Argent Capital Management LLCNew+41K sh
- Symphony Financial, Ltd. Co.Trimmed−13K sh
- Y-Intercept (Hong Kong) LtdNew+12K sh
- State of WyomingNew+7,582 sh
- Ascent Group, LLCAdded+1,800 sh
🔒 Free account: see all 9.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Bamco Inc /ny/ | – | 1.1M | $27.3M | −8 |
| 2 | Franklin Resources Inc | – | 782K | $18.8M | +772K |
| 3 | T. Rowe Price Investment Management, Inc. | – | 754K | $18.1M | −1.3M |
| 4 | Giverny Capital Inc. | – | 652K | $15.7M | +100K |
| 5 | Central Securities Corp | – | 500K | $12M | 0 |
| 6 | Vanguard Capital Management LLC | – | 489K | $11.8M | −81K |
| 7 | Marshall Wace, LLP | – | 409K | $9.8M | +142K |
| 8 | Two Sigma Investments, LP | – | 372K | $9M | +167K |
| 9 | Jane Street Group, LLC | – | 353K | $8.5M | +184K |
| 10 | Riverbridge Partners LLC | – | 333K | $8M | −217K |
- Franklin Resources Inc+772K sh+$18.6M
- Jane Street Group, LLC+184K sh+$4.4M
- Two Sigma Investments, LP+167K sh+$4M
- Marshall Wace, LLP+142K sh+$3.4M
- Citadel Advisors LLC+105K sh+$2.5M
- Giverny Capital Inc.+100K sh+$2.4M
- Tudor Investment Corp ET AL+73K sh+$1.8M
- Point72 Asset Management, L.P.+70K sh+$1.7M
- T. Rowe Price Investment Management, Inc.−1.3M sh−$32.4M
- Capital International Investors−1.1M sh−$19.6M
- Nuveen, LLC−495K sh−$9.1M
- Riverbridge Partners LLC−217K sh−$5.2M
- Fmr LLC−150K sh−$3.6M
- Balyasny Asset Management L.P.−170K sh−$3.1M
- Vanguard Capital Management LLC−81K sh−$2M
- Brasada Capital Management, LP−53K sh−$1.3M
TWFG institutional ownership FAQ
Who owns the most TWFG stock?
In Q2 2026 13F filings the largest holder of TWFG was Bamco Inc /ny/, followed by Franklin Resources Inc and T. Rowe Price Investment Management, Inc.. Index fund managers are usually the biggest holders of large companies.
What percentage of TWFG is owned by institutions?
82 funds reported holding 9.1M TWFG shares at Jun 30, 2026.
Are hedge funds buying TWFG?
In Q2 2026, 46 funds bought TWFG (12 of them new positions) and 37 sold (14 sold out completely). Among well known investors, 3 added and 1 cut. Our fund sentiment for TWFG is neutral.
What is TWFG's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this TWFG ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.