Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TWFG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BAMCO INC /NY/ | 1.1M | $20.9M | +18.9% | 2.017% | 0.06% |
| 2 | Capital International Investors | 1.1M | $19.6M | +11.2% | 1.893% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 571K | $10.5M | — | 1.014% | 0.00% |
| 4 | Giverny Capital Inc. | 552K | $10.2M | +66.5% | 0.981% | 0.37% |
| 5 | RIVERBRIDGE PARTNERS LLC | 550K | $10.1M | -7.4% | 0.976% | 0.25% |
| 6 | CENTRAL SECURITIES CORP | 500K | $9.2M | +5.3% | 0.888% | 0.76% |
| 7 | Nuveen, LLC | 495K | $9.1M | 0.0% | 0.880% | 0.00% |
| 8 | MARSHALL WACE, LLP | 267K | $4.9M | — | 0.474% | 0.01% |
| 9 | GILDER GAGNON HOWE & CO LLC | 224K | $4.1M | -6.2% | 0.397% | 0.05% |
| 10 | Alyeska Investment Group, L.P. | 216K | $4.0M | 0.0% | 0.383% | 0.01% |
| 11 | TWO SIGMA INVESTMENTS, LP | 205K | $3.8M | +523.5% | 0.365% | 0.00% |
| 12 | BlackRock, Inc. | 187K | $3.4M | 0.0% | 0.333% | 0.00% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 182K | $3.4M | -22.9% | 0.324% | 0.00% |
| 14 | Ascent Group, LLC | 174K | $3.2M | +70.3% | 0.310% | 0.11% |
| 15 | BALYASNY ASSET MANAGEMENT LLC | 170K | $3.1M | +1620.8% | 0.302% | 0.01% |
| 16 | JANE STREET GROUP, LLC | 169K | $3.1M | — | 0.300% | 0.03% |
| 17 | FMR LLC | 151K | $2.8M | -85.8% | 0.269% | 0.00% |
| 18 | GOLDMAN SACHS GROUP INC | 123K | $2.3M | +130.4% | 0.218% | 0.00% |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 118K | $2.2M | +201.8% | 0.210% | 0.00% |
| 20 | MORGAN STANLEY | 112K | $2.1M | +208.1% | 0.198% | 0.00% |
| 21 | CITADEL ADVISORS LLC | 110K | $2.0M | — | 0.194% | 0.00% |
| 22 | MILLENNIUM MANAGEMENT LLC | 107K | $2.0M | +1191.9% | 0.190% | 0.00% |
| 23 | UBS Group AG | 82K | $1.5M | +79.0% | 0.146% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 82K | $1.5M | — | 0.146% | 0.00% |
| 25 | BRASADA CAPITAL MANAGEMENT, LP | 72K | $1.3M | -55.2% | 0.128% | 0.25% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TWFG — a direct measure of their conviction.
Filings activity in TWFG during Q1 2026, grouped by how each filer changed its position.
7 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 85 | +21% | 13.22% | 7.73 pp | $160M | 37% |
| Q4 2025 | 70 | +4.5% | 20.95% | +0.47 pp | $254M | +2.3% |
| Q3 2025 | 67 | 17% | 20.48% | 4.28 pp | $248M | 17% |
| Q2 2025 | 81 | +13% | 24.76% | +1.20 pp | $300M | +5.1% |
| Q1 2025 | 72 | 7.7% | 23.56% | 1.54 pp | $286M | 6.1% |
| Q4 2024 | 78 | +24% | 25.10% | +3.85 pp | $305M | +18% |
| Q3 2024 | 63 | — | 21.25% | — | $258M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TWFG stock.
Based on Q1 2026 13F filings, institutional ownership of TWFG, Inc. Common Stock stands at 13.2%, held across 85 reporting institutions.
BAMCO INC /NY/ is the largest reported institutional holder of TWFG, with approximately 1,135,099 shares worth $0.02B as of Q1 2026.
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of TWFG, including TWO SIGMA INVESTMENTS, LP, JANE STREET GROUP, LLC, RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for TWFG is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
28 institutions opened new positions in TWFG during Q1 2026, while 13 fully exited. 17 added to existing positions and 40 trimmed.
TWFG institutional ownership fell by 7.73 percentage points quarter-over-quarter, with a net change of +15 holders.
The top 10 institutions account for 63.9% of all reported 13F value in TWFG, and the top 25 account for 87.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
TWFG, Inc. Common Stock (TWFG) Institutional Ownership