TWFG, Inc.
TWFG· Nasdaq
TWFGTWFG, Inc.
Who holds TWFG, Inc., from the managers’ Form 13F reports for the quarter ended Jun 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| Bamco Inc | 1.1M | −0.0% | $27.3M | 0.1% | Aug 14, 2026 |
| Franklin Resources Inc | 781.9K | +7,719.1% | $18.8M | 0.1% | Aug 13, 2026 |
| Giverny Capital Inc. | 652.5K | +18.2% | $15.7M | 0.5% | Aug 26, 2026 |
| Central Securities Corp | 500K | ±0% | $12M | 0.9% | Aug 10, 2026 |
| Vanguard Capital Management LLC | 489.2K | −14.2% | $11.8M | 0.1% | Aug 13, 2026 |
| Marshall Wace, LLP | 408.7K | +53.2% | $9.8M | 0.1% | Aug 13, 2026 |
| Two Sigma Investments, LP | 372.4K | +81.5% | $9M | 0.1% | Aug 14, 2026 |
| Jane Street Group, LLC | 353.2K | +109.0% | $8.5M | 0.1% | Aug 14, 2026 |
| Riverbridge Partners LLC | 332.7K | −39.5% | $8M | 0.2% | Jul 13, 2026 |
| BlackRock, Inc. | 222.4K | +18.7% | $5.3M | 0.1% | Aug 7, 2026 |
| Gilder Gagnon Howe & Co LLC | 221.2K | −1.1% | $5.3M | 0.1% | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | 215.8K | ±0% | $5.2M | 0.1% | Aug 14, 2026 |
| Citadel Advisors LLC | 214.6K | +96.0% | $5.2M | 0.1% | Sep 2, 2026 |
| Ascent Group, LLC | 212.3K | +21.7% | $5.1M | 0.2% | Aug 3, 2026 |
| Geode Capital Management, LLC | 174.2K | −4.3% | $4.2M | 0.1% | Aug 12, 2026 |
| Renaissance Technologies LLC | 149.9K | +26.7% | $3.6M | 0.1% | Aug 13, 2026 |
| Point72 Asset Management, L.P. | 135.1K | +109.0% | $3.3M | 0.1% | Aug 14, 2026 |
| Morgan Stanley | 127.9K | +14.7% | $3.1M | 0.1% | Aug 13, 2026 |
| Goldman Sachs Group Inc | 114.7K | −6.6% | $2.8M | 0.1% | Aug 14, 2026 |
| Tudor Investment Corp et AL | 102.6K | +251.8% | $2.5M | 0.1% | Aug 14, 2026 |
| Dimensional Fund Advisors LP | 93.7K | +38.6% | $2.3M | 0.1% | Aug 11, 2026 |
| Trexquant Investment LP | 87.4K | +133.7% | $2.1M | 0.1% | Aug 14, 2026 |
| Bank of America Corp | 84.6K | +56.3% | $2M | 0.1% | Aug 14, 2026 |
| Victory Capital Management Inc | 82.7K | +15.0% | $2M | 0.1% | Aug 7, 2026 |
| Vanguard Fiduciary Trust Co | 82.6K | +0.7% | $2M | 0.1% | Aug 13, 2026 |
| Qube Research & Technologies Ltd | 68.5K | −6.1% | $1.6M | 0.1% | Aug 14, 2026 |
| XTX Topco Ltd | 67.4K | +47.3% | $1.6M | 0.1% | Aug 14, 2026 |
| State Street Corp | 66.6K | ±0% | $1.6M | 0% | Sep 22, 2026 |
| Schonfeld Strategic Advisors LLC | 61.7K | +24.2% | $1.5M | 0.1% | Aug 14, 2026 |
| Millennium Management LLC | 60K | −43.8% | $1.4M | 0.1% | Aug 14, 2026 |
| UBS Group AG | 43.7K | −46.8% | $1.1M | 0.1% | Aug 13, 2026 |
| Symphony Financial, Ltd. Co. | 39.1K | +153.7% | $942.4K | 0.1% | Aug 4, 2026 |
| Raymond James Financial Inc | 31.4K | +6.0% | $754K | 0.1% | Aug 14, 2026 |
| Northern Trust Corp | 31.1K | −22.5% | $748.3K | 0.1% | Aug 13, 2026 |
| Quantbot Technologies LP | 28.5K | +301.5% | $686.2K | 0.1% | Aug 12, 2026 |
| Dynamic Technology Lab Private Ltd | 28.4K | −3.4% | $683K | 0.2% | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | 28.2K | New | $677.7K | 0.1% | Aug 14, 2026 |
| Blalock Williams, LLC | 22.9K | +14.9% | $551K | 0.4% | Aug 7, 2026 |
| State of Wisconsin Investment Board | 21K | −9.9% | $505.2K | 0.1% | Aug 14, 2026 |
| Brasada Capital Management, LP | 19.4K | −73.1% | $467K | 0.1% | Aug 17, 2026 |
| Centiva Capital, LP | 18.6K | +69.5% | $446.3K | 0.1% | Aug 13, 2026 |
| Envestnet Asset Management Inc | 16.1K | +23.6% | $388.3K | 0.1% | Sep 23, 2026 |
| Mangrove Partners IM, LLC | 15.1K | −32.9% | $362.9K | 0.1% | Aug 14, 2026 |
| Dockside LLC | 13.9K | New | $333.1K | 0.1% | Aug 3, 2026 |
| Bank of New York Mellon Corp | 13.6K | −7.6% | $326.5K | 0.1% | Aug 6, 2026 |
| BNP Paribas Financial Markets | 11.5K | +894.2% | $276.4K | 0.1% | Aug 13, 2026 |
| Jump Financial, LLC | 11.4K | −51.7% | $273.5K | 0.1% | Aug 13, 2026 |
| Walleye Capital LLC | 10.9K | New | $261.8K | 0.1% | Aug 3, 2026 |
| Barclays PLC | 10.6K | −1.5% | $254K | 0% | Aug 14, 2026 |
| American Century Companies Inc | 10.4K | +1.5% | $250.8K | 0.1% | Aug 12, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | 10.2K | New | $246K | 0.1% | Aug 13, 2026 |
| Aquatic Capital Management LLC | 10.2K | −37.4% | $244.6K | 0.1% | Aug 14, 2026 |
| Americana Partners, LLC | 10K | ±0% | $240.5K | 0.1% | Aug 5, 2026 |
| Royal Bank of Canada | 6.4K | −1.4% | $153K | 0% | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | 5.9K | ±0% | $142.1K | 0.1% | Aug 13, 2026 |
| Emerald Mutual Fund Advisers Trust | 4.9K | ±0% | $117.8K | 0.1% | Aug 5, 2026 |
| Russell Investments Group, Ltd. | 2K | +12.8% | $47.7K | 0% | Aug 6, 2026 |
| Wells Fargo & Company | 1.1K | New | $27.1K | 0% | Aug 14, 2026 |
| FMR LLC | 1.1K | −99.3% | $26.9K | 0% | Aug 13, 2026 |
| Fifth Third Bancorp | 896 | ±0% | $21.5K | 0% | Aug 5, 2026 |
| T. Rowe Price Investment Management, Inc. | 753.7K | −64.1% | $18.1K | 0.1% | Aug 14, 2026 |
| Citigroup Inc | 675 | −67.4% | $16.2K | 0% | Aug 3, 2026 |
| EverSource Wealth Advisors, LLC | 592 | New | $14.2K | 0.1% | Jul 24, 2026 |
| US Bancorp | 555 | ±0% | $13.3K | 0% | Aug 12, 2026 |
| PNC Financial Services Group, Inc. | 500 | −36.9% | $12K | 0% | Aug 7, 2026 |
| Aster Capital Management (DIFC) Ltd | 328 | New | $7.9K | 0.1% | Aug 14, 2026 |
| Farther Finance Advisors, LLC | 313 | ±0% | $7.5K | 0.1% | Jul 17, 2026 |
| Jones Financial Companies LLLP | 273 | +122.0% | $6.5K | 0% | Aug 14, 2026 |
| Gillson Capital LP | 148.7K | +15.5% | $3.6K | 0.2% | Aug 14, 2026 |
| International Assets Investment Management, LLC | 131 | +31.0% | $3.3K | 0.1% | Jul 22, 2026 |
| Federation des caisses Desjardins du Quebec | 135 | ±0% | $3.2K | 0% | Aug 14, 2026 |
| Quarry LP | 121 | New | $2.9K | 0.1% | Aug 14, 2026 |
| GAMMA Investing LLC | 96 | New | $2.3K | 0.1% | Jul 7, 2026 |
| Parallel Advisors, LLC | 79 | ±0% | $1.9K | 0% | Aug 5, 2026 |
| JPMorgan Chase & Co | 58 | New | $1.4K | 0% | Aug 12, 2026 |
| Osaic Holdings, Inc. | 50 | ±0% | $1.2K | 0% | Aug 14, 2026 |
| Price T Rowe Associates Inc | 45.1K | +11.4% | $1.1K | 0.1% | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | 26 | +766.7% | $625 | 0.1% | Aug 5, 2026 |
| Arax Advisory Partners | 9 | +200.0% | $216 | 0% | Aug 10, 2026 |
| GSA Capital Partners LLP | 9K | New | $216 | 0.1% | Aug 6, 2026 |
| Tower Research Capital LLC (TRC) | 2 | −100.0% | $48 | 0% | Aug 11, 2026 |
