TWFG TWFG, Inc.
TWFG, Inc. (TWFG) Institutional Ownership
What the institutions did with TWFG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BAMCO INC /NY/ | 1.1M | 12.5% |
| FRANKLIN RESOURCES INC | 781.9K | 8.6% |
| T. Rowe Price Investment Management, Inc. | 753.7K | 8.3% |
| Giverny Capital Inc. | 652.5K | 7.2% |
| Central Securities Corp | 500.0K | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 489.2K | 5.4% |
| MARSHALL WACE, LLP | 408.7K | 4.5% |
| TWO SIGMA INVESTMENTS, LP | 372.4K | 4.1% |
| JANE STREET GROUP, LLC | 353.2K | 3.9% |
| RIVERBRIDGE PARTNERS LLC | 332.7K | 3.7% |
| BlackRock, Inc. | 222.4K | 2.4% |
| GILDER GAGNON HOWE & CO LLC | 221.2K | 2.4% |
| Alyeska Investment Group, L.P. | 215.8K | 2.4% |
| CITADEL ADVISORS LLC | 214.6K | 2.4% |
| Ascent Group, LLC | 212.3K | 2.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 174.2K | 1.9% |
| RENAISSANCE TECHNOLOGIES LLC | 149.9K | 1.6% |
| Gillson Capital LP | 148.7K | 1.6% |
| Point72 Asset Management, L.P. | 135.1K | 1.5% |
| MORGAN STANLEY | 127.9K | 1.4% |
| GOLDMAN SACHS GROUP INC | 114.7K | 1.3% |
| TUDOR INVESTMENT CORP ET AL | 102.6K | 1.1% |
| DIMENSIONAL FUND ADVISORS LP | 93.7K | 1.0% |
| Trexquant Investment LP | 87.4K | 1.0% |
| BANK OF AMERICA CORP /DE/ | 84.6K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | Reduced | 2.1M | 753.7K | -1.3M |
| Capital International Investors | Sold Out | 1.1M | 0 | -1.1M |
| FRANKLIN RESOURCES INC | Increased | 10.0K | 781.9K | +771.9K |
| Nuveen, LLC | Sold Out | 495.1K | 0 | -495.1K |
| RIVERBRIDGE PARTNERS LLC | Reduced | 549.6K | 332.7K | -217.0K |
| JANE STREET GROUP, LLC | Increased | 169.0K | 353.2K | +184.2K |
| Balyasny Asset Management L.P. | Sold Out | 170.2K | 0 | -170.2K |
| TWO SIGMA INVESTMENTS, LP | Increased | 205.2K | 372.4K | +167.2K |
| FMR LLC | Reduced | 151.3K | 1.1K | -150.2K |
| MARSHALL WACE, LLP | Increased | 266.8K | 408.7K | +141.9K |
| CITADEL ADVISORS LLC | Increased | 109.5K | 214.6K | +105.1K |
| Giverny Capital Inc. | Increased | 552.1K | 652.5K | +100.3K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 570.5K | 489.2K | -81.3K |
| TUDOR INVESTMENT CORP ET AL | Increased | 29.2K | 102.6K | +73.4K |
| Point72 Asset Management, L.P. | Increased | 64.7K | 135.1K | +70.5K |
| Lighthouse Investment Partners, LLC | Sold Out | 59.9K | 0 | -59.9K |
| BRASADA CAPITAL MANAGEMENT, LP | Reduced | 72.1K | 19.4K | -52.7K |
| Trexquant Investment LP | Increased | 37.4K | 87.4K | +50.0K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 106.9K | 60.0K | -46.9K |
| HRT FINANCIAL LP | Sold Out | 45.6K | 0 | -45.6K |
| TD Asset Management Inc | Sold Out | 40.2K | 0 | -40.2K |
| UBS Group AG | Reduced | 82.2K | 43.7K | -38.5K |
| Ascent Group, LLC | Increased | 174.4K | 212.3K | +37.9K |
| BlackRock, Inc. | Increased | 187.3K | 222.4K | +35.0K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 118.3K | 149.9K | +31.6K |
| BANK OF AMERICA CORP /DE/ | Increased | 54.1K | 84.6K | +30.5K |
| AXQ CAPITAL, LP | Sold Out | 28.4K | 0 | -28.4K |
| D. E. Shaw & Co., Inc. | New | 0 | 28.2K | +28.2K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 67.6K | 93.7K | +26.1K |
| Symphony Financial, Ltd. Co. | Increased | 15.4K | 39.1K | +23.7K |
| Magnetar Financial LLC | Sold Out | 21.7K | 0 | -21.7K |
| XTX Topco Ltd | Increased | 45.8K | 67.4K | +21.7K |
| Quantbot Technologies LP | Increased | 7.1K | 28.5K | +21.4K |
| Gillson Capital LP | Increased | 128.7K | 148.7K | +20.0K |
| 1832 Asset Management L.P. | Sold Out | 17.0K | 0 | -17.0K |
| Squarepoint Ops LLC | Sold Out | 16.9K | 0 | -16.9K |
| MORGAN STANLEY | Increased | 111.5K | 127.9K | +16.4K |
| SEI INVESTMENTS CO | Sold Out | 12.5K | 0 | -12.5K |
| Jump Financial, LLC | Reduced | 23.6K | 11.4K | -12.2K |
| Schonfeld Strategic Advisors LLC | Increased | 49.7K | 61.7K | +12.0K |
| Walleye Capital LLC | New | 0 | 10.9K | +10.9K |
| VICTORY CAPITAL MANAGEMENT INC | Increased | 71.9K | 82.7K | +10.8K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 1.2K | 11.5K | +10.3K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | New | 0 | 10.2K | +10.2K |
| NORTHERN TRUST CORP | Reduced | 40.1K | 31.1K | -9.0K |
| GSA CAPITAL PARTNERS LLP | New | 0 | 9.0K | +9.0K |
| GOLDMAN SACHS GROUP INC | Reduced | 122.8K | 114.7K | -8.2K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 182.1K | 174.2K | -7.9K |
| Centiva Capital, LP | Increased | 11.0K | 18.6K | +7.6K |
| MANGROVE PARTNERS IM, LLC | Reduced | 22.5K | 15.1K | -7.4K |
| Tower Research Capital LLC (TRC) | Reduced | 7.0K | 2 | -7.0K |
| Aquatic Capital Management LLC | Reduced | 16.2K | 10.2K | -6.1K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 40.5K | 45.1K | +4.6K |
| Qube Research & Technologies Ltd | Reduced | 72.9K | 68.5K | -4.5K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 13.1K | 16.1K | +3.1K |
| BLALOCK WILLIAMS, LLC | Increased | 19.9K | 22.9K | +3.0K |
| GILDER GAGNON HOWE & CO LLC | Reduced | 223.6K | 221.2K | -2.5K |
| QUADRANT CAPITAL GROUP LLC | Sold Out | 2.4K | 0 | -2.4K |
| STATE OF WISCONSIN INVESTMENT BOARD | Reduced | 23.3K | 21.0K | -2.3K |
| RAYMOND JAMES FINANCIAL INC | Increased | 29.6K | 31.4K | +1.8K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.