TWFG Ownership | Who Owns TWFG?
TWFG Ownership Summary
TWFG is owned by 77.78% institutional investors, 12.35% insiders, and 9.87% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 16.47% of TWFG shares.
TWFG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | TWFG | 77.78% | 12.35% | 9.87% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Insurance Brokers Stocks | 59.13% | 13.34% | 27.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| T. rowe price investment management | 2.46M | 16.47% | $85.94M |
| Bamco inc /ny/ | 902.06K | 6.05% | $31.57M |
| Capital investors | 515.41K | 3.46% | $18.04M |
| Driehaus capital management | 377.14K | 2.53% | $13.20M |
| Riverbridge partners | 344.27K | 2.31% | $12.05M |
| Lord, abbett | 245.51K | 1.65% | $8.59M |
| Gilder gagnon howe | 240.36K | 1.61% | $8.41M |
| Alyeska investment group | 211.59K | 1.42% | $7.41M |
| Blackrock funding, inc. /de | 187.47K | 1.26% | $6.56M |
| Giverny capital | 177.85K | 1.19% | $6.22M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Gillson capital lp | 147.50K | 0.39% | $5.16M |
| Next century growth investors | 144.40K | 0.39% | $5.05M |
| Grandeur peak global advisors | 80.26K | 0.34% | $2.81M |
| Giverny capital | 177.85K | 0.21% | $6.22M |
| Riverbridge partners | 344.27K | 0.19% | $12.05M |
| Seven grand managers | 40.00K | 0.17% | $1.40M |
| Driehaus capital management | 377.14K | 0.11% | $13.20M |
| Ghisallo capital management | 100.00K | 0.09% | $3.50M |
| Gilder gagnon howe | 240.36K | 0.09% | $8.41M |
| Bamco inc /ny/ | 902.06K | 0.09% | $31.57M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 2.46M | 0.05% | 466.70K |
| Riverbridge partners | 344.27K | 0.19% | 344.27K |
| Giverny capital | 177.85K | 0.21% | 177.85K |
| Lord, abbett | 245.51K | 0.03% | 157.06K |
| Grandeur peak global advisors | 80.26K | 0.34% | 80.26K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | - | - | -420.88K |
| Capital investors | 515.41K | 0.00% | -363.40K |
| Freestone grove partners lp | - | - | -178.69K |
| Healthcare of ontario pension plan trust fund | - | - | -150.00K |
| Alberta investment management | - | - | -103.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Riverbridge partners | 344.27K | 0.19% | 344.27K | $12.05M |
| Giverny capital | 177.85K | 0.21% | 177.85K | $6.22M |
| Grandeur peak global advisors | 80.26K | 0.34% | 80.26K | $2.81M |
| Xtx topco | 14.90K | 0.02% | 14.90K | $521.47K |
| Hrt financial lp | 11.41K | 0.00% | 11.41K | $399.00K |
Sold Out
| Holder | Change |
|---|---|
| Venturi wealth management | -2.80K |
| Tower research capital llc (trc) | -3.23K |
| Sandia investment management lp | -5.00K |
| Quadrature capital | -6.55K |
| Y-intercept (hong kong) | -6.75K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - |
| Sep 30, 2024 | 61 | - | 12,085,055 | - | 82 | - | 61 | - | - | - |
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 Q1 | - | - |
| 2024 Q4 | 1 | - |
| 2024 Q3 | 1 | - |
TWFG Ownership FAQ
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