TWFG, Inc. Common Stock Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 2.82 M | $77.41 M | 14.89% | 18.93% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 1.14 M | $31.23 M | -2.98% | 7.64% |
| FMR LLC | 11/13/2025 | 1.09 M | $29.93 M | 12.66% | 7.32% |
| BAMCO INC /NY/ | 11/14/2025 | 954.13 K | $26.18 M | 5.77% | 6.40% |
| VANGUARD GROUP INC | 11/07/2025 | 639.71 K | $17.55 M | 3.18% | 4.29% |
| RIVERBRIDGE PARTNERS LLC | 10/14/2025 | 542.66 K | $14.89 M | 57.63% | 3.64% |
| NUVEEN, LLC | 11/12/2025 | 495.09 K | $13.59 M | -0.94% | 3.32% |
| CENTRAL SECURITIES CORP | 11/12/2025 | 450.00 K | $12.35 M | 100.00% | 3.02% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2025 | 447.02 K | $12.27 M | -13.27% | 3.00% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 351.48 K | $9.64 M | 57.40% | 2.36% |
| GIVERNY CAPITAL INC. | 11/17/2025 | 300.32 K | $8.24 M | 68.86% | 2.02% |
| GILDER GAGNON HOWE & CO LLC | 11/14/2025 | 240.01 K | $6.59 M | -0.14% | 1.61% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 219.78 K | $6.03 M | 44.36% | 1.47% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/17/2025 | 215.78 K | $5.92 M | 1.98% | 1.45% |
| BLACKROCK, INC. | 11/12/2025 | 187.34 K | $5.14 M | -0.07% | 1.26% |
| BRASADA CAPITAL MANAGEMENT, LP | 11/14/2025 | 169.42 K | $4.65 M | 100.00% | 1.14% |
| GILLSON CAPITAL LP | 11/14/2025 | 147.50 K | $4.05 M | 0.00% | 0.99% |
| NEXT CENTURY GROWTH INVESTORS LLC | 11/14/2025 | 143.34 K | $3.93 M | -0.73% | 0.96% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 139.19 K | $3.82 M | 39.85% | 0.93% |
| GRANDEUR PEAK GLOBAL ADVISORS, LLC | 11/14/2025 | 105.31 K | $2.89 M | 31.22% | 0.71% |
| GHISALLO CAPITAL MANAGEMENT LLC | 11/14/2025 | 100.00 K | $2.74 M | 0.00% | 0.67% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 95.14 K | $2.61 M | 40.35% | 0.64% |
| LORD, ABBETT & CO. LLC | 11/13/2025 | 91.41 K | $2.51 M | -62.77% | 0.61% |
| ASCENT GROUP, LLC | 10/20/2025 | 90.40 K | $2.48 M | 86.22% | 0.61% |
| MORGAN STANLEY | 11/14/2025 | 69.99 K | $1.92 M | -5.80% | 0.47% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 65.80 K | $1.81 M | 29.78% | 0.44% |
| TD ASSET MANAGEMENT INC | 11/10/2025 | 62.36 K | $1.71 M | 8.66% | 0.42% |
| STATE STREET CORP | 11/14/2025 | 60.62 K | $1.66 M | 8.99% | 0.41% |
| WOODLINE PARTNERS LP | 11/14/2025 | 58.00 K | $1.59 M | 100.00% | 0.39% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 57.02 K | $1.56 M | 0.00% | 0.38% |
| NORTHERN TRUST CORP | 11/14/2025 | 53.85 K | $1.48 M | 5.17% | 0.36% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 52.69 K | $1.45 M | -33.22% | 0.35% |
| SEVEN GRAND MANAGERS, LLC | 11/12/2025 | 50.00 K | $1.37 M | 25.00% | 0.34% |
| UBS GROUP AG | 11/13/2025 | 46.17 K | $1.27 M | 56.44% | 0.31% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/14/2025 | 39.67 K | $1.09 M | -17.94% | 0.27% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 36.30 K | $996.07 K | -54.05% | 0.24% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 31.73 K | $868.00 K | -55.77% | 0.21% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 31.22 K | $857.00 K | 11.31% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 30.18 K | $828.14 K | -40.38% | 0.20% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 29.65 K | $813.60 K | 5,830.00% | 0.20% |
| BLAIR WILLIAM & CO/IL | 11/12/2025 | 28.08 K | $770.57 K | -1.42% | 0.19% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 22.81 K | $625.93 K | -80.00% | 0.15% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2025 | 22.61 K | $620.42 K | 0.00% | 0.15% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2025 | 20.00 K | $548.80 K | -51.61% | 0.13% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 11/14/2025 | 16.98 K | $465.79 K | 100.00% | 0.11% |
| 1832 ASSET MANAGEMENT L.P. | 11/14/2025 | 16.66 K | $457.23 K | 10.62% | 0.11% |
| SCHONFELD STRATEGIC ADVISORS LLC | 11/14/2025 | 13.94 K | $382.40 K | 7.48% | 0.09% |
| SEI INVESTMENTS CO | 11/13/2025 | 11.97 K | $328.46 K | 28.57% | 0.08% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 10.28 K | $282.00 K | 100.00% | 0.07% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 10.00 K | $274.40 K | 0.00% | 0.07% |
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TWFG, Inc. Common Stock institutional Ownership - FAQ's
During the previous two years, 89 institutional investors and hedge funds held shares of TWFG, Inc. Common Stock. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 2.82 M
ALLIANCEBERNSTEIN L.P.: 1.14 M
FMR LLC: 1.09 M
BAMCO INC /NY/: 954,128
VANGUARD GROUP INC: 639,711
RIVERBRIDGE PARTNERS LLC: 542,661
81.69% of TWFG, Inc. Common Stock stock is owned by institutional investors.
Institutional investors have bought a total of 12.88 M shares in the last 24 months. This purchase volume represents approximately $367.54 M in transactions.