TWFGTWFG INC
CUSIP 87318A101 · Yahoo Finance ↗ · Google Finance ↗
Twfg Inc (TWFG) has 85 institutional holders in Filings Flow’s 13F database, together reporting 11.03M shares worth $203M as of Q1 2026. The largest reported holders are T. Rowe Price Investment Management, Inc., Alliancebernstein L.P., and Bamco Inc /Ny/.
Institutional Holders
85
Q1 2026
Reported Value
$203M
Ticker
TWFG
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc.$145.2B AUM | 0.03% | $39M | 2.10M | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $31M | 1.08M | Q4 2025OLDER |
| BAMCO INC /NY/$33.1B AUM | 0.06% | $21M | 1.14M | Q1 2026 |
| Capital International Investors$426.5B AUM | 0.00% | $20M | 1.07M | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $19M | 654.6K | Q4 2025OLDER |
| DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM | 0.11% | $13M | 377.1K | Q2 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $10M | 570.5K | Q1 2026 |
| Giverny Capital Inc.$2.7B AUM | 0.37% | $10M | 552.1K | Q1 2026 |
| RIVERBRIDGE PARTNERS LLC$3.6B AUM | 0.25% | $10M | 549.6K | Q1 2026 |
| CENTRAL SECURITIES CORP$1.2B AUM | 0.76% | $9M | 500.0K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $9M | 495.1K | Q1 2026 |
| LORD, ABBETT & CO. LLC$30.6B AUM | 0.02% | $7M | 255.8K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $5M | 266.8K | Q1 2026 |
| GILDER GAGNON HOWE & CO LLC$8.3B AUM | 0.05% | $4M | 223.6K | Q1 2026 |
| Alyeska Investment Group, L.P.$35.4B AUM | 0.01% | $4M | 215.8K | Q1 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM | 0.29% | $4M | 143.3K | Q3 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $4M | 205.2K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $3M | 187.3K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $3M | 182.1K | Q1 2026 |
| Grandeur Peak Global Advisors, LLC$427M AUM | 0.45% | $3M | 116.3K | Q4 2025OLDER |
| Ascent Group, LLC$2.9B AUM | 0.11% | $3M | 174.4K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $3M | 170.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 169.0K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $3M | 151.3K | Q1 2026 |
| Gillson Capital LP$1.2B AUM | 0.19% | $2M | 128.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 122.8K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 118.3K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $2M | 111.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 109.5K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 106.9K | Q1 2026 |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.00% | $2M | 65.8K | Q3 2025OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.02% | $2M | 57.0K | Q4 2025OLDER |
| Woodline Partners LP$26.4B AUM | 0.01% | $2M | 58.0K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 82.2K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $2M | 82.0K | Q1 2026 |
| Ghisallo Capital Management LLC$3.6B AUM | 0.06% | $1M | 50.0K | Q4 2025OLDER |
| SEVEN GRAND MANAGERS, LLC$1.5B AUM | 0.11% | $1M | 50.0K | Q3 2025OLDER |
| BRASADA CAPITAL MANAGEMENT, LP$545M AUM | 0.25% | $1M | 72.1K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1M | 72.9K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $1M | 71.9K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $1M | 67.6K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $1M | 66.6K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $1M | 64.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 31.8K | Q2 2025OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.04% | $1M | 59.9K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $995,101 | 54.1K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $913,963 | 49.7K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $842,005 | 45.8K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $837,000 | 45.6K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $745,000 | 40.5K | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $739,425 | 40.2K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $738,009 | 40.1K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.00% | $687,400 | 37.4K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $602,990 | 21.0K | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $572,408 | 19.9K | Q4 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $548,800 | 20.0K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $543,884 | 29.6K | Q1 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.09% | $540,592 | 29.4K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $536,344 | 29.2K | Q1 2026 |
| AXQ CAPITAL, LP$777M AUM | 0.07% | $521,412 | 28.4K | Q1 2026 |
| PDT Partners, LLC$1.7B AUM | 0.03% | $491,995 | 14.1K | Q2 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $433,507 | 23.6K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $428,910 | 23.3K | Q1 2026 |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.03% | $413,738 | 22.5K | Q1 2026 |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $398,751 | 21.7K | Q1 2026 |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.28% | $366,568 | 19.9K | Q1 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.01% | $337,299 | 11.7K | Q4 2025OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $311,931 | 17.0K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $310,386 | 16.9K | Q1 2026 |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.00% | $301,308 | 10.5K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $298,562 | 16.2K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $294,595 | 8.4K | Q2 2025OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.04% | $285,646 | 15.4K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $270,168 | 14.7K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $267,225 | 7.6K | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $241,605 | 6.9K | Q2 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $240,137 | 13.1K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $229,378 | 12.5K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.01% | $228,000 | 6.5K | Q2 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $222,985 | 6.4K | Q2 2025OLDER |
| Dockside LLC$397M AUM | 0.06% | $221,452 | 12.0K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $203,000 | 5.8K | Q2 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $201,371 | 10.9K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $197,233 | 10.7K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $188,994 | 10.3K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.00% | $183,900 | 10.0K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $183,900 | 10.0K | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $155,225 | 4.4K | Q2 2025OLDER |
| State of Wyoming$844M AUM | 0.02% | $146,941 | 5.4K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $130,698 | 7.1K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $128,932 | 7.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $119,000 | 6.5K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $108,630 | 5.9K | Q1 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM | 0.00% | $90,111 | 4.9K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $43,275 | 2.4K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $38,031 | 2.1K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $32,366 | 1.8K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $21,259 | 1.2K | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $21,000 | 1.2K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $16,477 | 896 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $14,583 | 793 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $12,928 | 703 | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $10,815 | 309 | Q2 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $10,206 | 555 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $5,609 | 313 | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $5,022 | 183 | Q3 2025OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $3,431 | 98 | Q2 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $2,483 | 135 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2,156 | 123 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $1,792 | 100 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $1,453 | 79 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $919 | 50 | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $863 | 30 | Q4 2025OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.00% | $350 | 10 | Q2 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $259 | 9 | Q4 2025OLDER |
| Rachor Investment Advisory Services, LLC$203M AUM | 0.00% | $111 | 6 | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $55 | 3 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $55 | 3 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.