TWFG Ownership | Who Owns TWFG?
TWFG Ownership Summary
TWFG is owned by 26.57% institutional investors, 12.33% insiders, and 61.10% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 18.93% of TWFG shares.
TWFG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | TWFG | 26.57% | 12.33% | 61.10% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Insurance Brokers Stocks | 23.76% | 15.83% | 60.40% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| T. rowe price investment management | 2.82M | 18.93% | $77.41M |
| Alliancebernstein | 1.14M | 7.64% | $31.23M |
| Fmr | 1.09M | 7.32% | $29.93M |
| Bamco inc /ny/ | 954.13K | 6.40% | $26.18M |
| Capital investors | 958.49K | 6.39% | $27.58M |
| Vanguard group | 654.63K | 4.36% | $18.83M |
| Riverbridge partners | 593.74K | 3.96% | $17.08M |
| Nuveen | 495.09K | 3.30% | $14.24M |
| Central securities | 475.00K | 3.17% | $13.67M |
| Victory capital management | 351.48K | 2.36% | $9.64M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Central securities | 475.00K | 1.10% | $13.67M |
| Brasada capital management, lp | 169.42K | 0.78% | $4.65M |
| Grandeur peak global advisors | 105.31K | 0.39% | $2.89M |
| Gillson capital lp | 147.50K | 0.35% | $4.05M |
| Riverbridge partners | 593.74K | 0.32% | $17.08M |
| Giverny capital | 300.32K | 0.26% | $8.24M |
| Dynamic technology lab private | 16.25K | 0.11% | $468.00K |
| Ascent group | 102.40K | 0.10% | $2.95M |
| Ghisallo capital management | 100.00K | 0.09% | $2.74M |
| Bamco inc /ny/ | 954.13K | 0.07% | $26.18M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 958.49K | 0.00% | 511.47K |
| T. rowe price investment management | 2.82M | 0.05% | 365.61K |
| Brasada capital management, lp | 169.42K | 0.78% | 169.42K |
| Lord, abbett | 255.76K | 0.02% | 164.35K |
| Victory capital management | 351.48K | 0.01% | 128.18K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Driehaus capital management | - | - | -377.14K |
| Freestone grove partners lp | - | - | -178.69K |
| Healthcare of ontario pension plan trust fund | - | - | -150.00K |
| Next century growth investors | - | - | -143.34K |
| Marshall wace, llp | - | - | -128.68K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Brasada capital management, lp | 169.42K | 0.78% | 169.42K | $4.65M |
| Susquehanna portfolio strategies | 16.98K | 0.01% | 16.98K | $465.79K |
| Dynamic technology lab private | 16.25K | 0.11% | 16.25K | $468.00K |
| Russell investments group | 5.17K | 0.00% | 5.17K | $141.81K |
| Farther finance advisors | 337.00 | 0.00% | 337.00 | $9.70K |
Sold Out
| Holder | Change |
|---|---|
| Islay capital management | -10.00 |
| Park place capital | -98.00 |
| Mcf advisors | -183.00 |
| Tower research capital llc (trc) | -272.00 |
| Bnp paribas arbitrage, snc | -544.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 26 | -61.19% | 3,986,356 | -67.26% | 26 | 0.40% | 17 | -57.50% | 4 | -78.95% |
| Sep 30, 2025 | 25 | -66.67% | 3,225,592 | -68.49% | 21 | 0.46% | 16 | -68.00% | 6 | -70.00% |
| Jun 30, 2025 | 79 | 12.86% | 11,593,065 | -0.87% | 77 | 1.26% | 52 | 57.58% | 22 | -21.43% |
| Mar 31, 2025 | 3 | -96.05% | 994,374 | -91.61% | 6 | 0.10% | - | -100.00% | 3 | -86.36% |
| Dec 31, 2024 | 76 | 24.59% | 11,849,202 | -1.95% | 80 | 1.19% | 42 | -31.15% | 22 | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 26, 2024 | Benes Julie E. | General Counsel and Secretary | Buy | $31.85K |
| Jul 19, 2024 | Bunch Charles Alexander | Chief Creative & Marketing Off | Buy | $1.22K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | - |
| 2024 Q3 | 1 | - |
TWFG Ownership FAQ
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