TWFG Ownership | Who Owns TWFG?
TWFG Ownership Summary
TWFG is owned by 69.59% institutional investors, 15.90% insiders, and 14.52% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 13.98% of TWFG shares. American Funds SMALLCAP World A is the top mutual fund, with 7.52% of its assets in TWFG shares.
TWFG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | TWFG | 69.59% | 15.90% | 14.52% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Insurance Brokers Stocks | 49.56% | 13.63% | 36.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| T. rowe price investment management | 2.10M | 13.98% | $38.61M |
| Bamco inc /ny/ | 1.14M | 7.56% | $20.87M |
| Vanguard group | 654.63K | 4.36% | $18.83M |
| Giverny capital | 552.11K | 3.68% | $10.15M |
| Riverbridge partners | 549.61K | 3.66% | $10.11M |
| Central securities | 500.00K | 3.33% | $9.20M |
| Marshall wace, llp | 266.83K | 1.78% | $4.91M |
| Gilder gagnon howe | 223.64K | 1.49% | $4.11M |
| Alyeska investment group | 215.78K | 1.44% | $3.97M |
| Two sigma investments, lp | 205.21K | 1.37% | $3.77M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Central securities | 500.00K | 0.76% | $9.20M |
| Giverny capital | 552.11K | 0.37% | $10.15M |
| Riverbridge partners | 549.61K | 0.25% | $10.11M |
| Brasada capital management, lp | 72.10K | 0.25% | $1.34M |
| Gillson capital lp | 128.66K | 0.19% | $2.37M |
| Ascent group | 174.44K | 0.11% | $3.21M |
| Dynamic technology lab private | 29.40K | 0.09% | $540.59K |
| Bamco inc /ny/ | 1.14M | 0.06% | $20.87M |
| Gilder gagnon howe | 223.64K | 0.05% | $4.11M |
| Symphony financial | 15.41K | 0.04% | $285.65K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 266.83K | 0.00% | 266.83K |
| Giverny capital | 552.11K | 0.37% | 220.60K |
| Bamco inc /ny/ | 1.14M | 0.06% | 180.64K |
| Two sigma investments, lp | 205.21K | 0.00% | 172.30K |
| Jane street group | 169.00K | 0.00% | 169.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | - | - | -1.08M |
| Capital investors | - | - | -1.07M |
| Fmr | 151.28K | 0.00% | -913.82K |
| T. rowe price investment management | 2.10M | 0.03% | -748.42K |
| Nuveen | - | - | -495.09K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 266.83K | 0.00% | 266.83K | $4.91M |
| Jane street group | 169.00K | 0.00% | 169.00K | $3.11M |
| Citadel advisors | 109.50K | 0.00% | 109.50K | $2.01M |
| Vanguard fiduciary trust | 81.98K | 0.00% | 81.98K | $1.51M |
| Dimensional fund advisors lp | 67.61K | 0.00% | 67.61K | $1.24M |
Sold Out
| Holder | Change |
|---|---|
| Gamma investing | -9.00 |
| Islay capital management | -10.00 |
| Aster capital management (difc) | -30.00 |
| Park place capital | -98.00 |
| Mcf advisors | -183.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 83 | -3.49% | 9,113,258 | -17.40% | 69 | 1.25% | 47 | -11.32% | 24 | 26.32% |
| Mar 31, 2026 | 85 | 21.43% | 10,978,939 | -9.61% | 73 | 1.12% | 52 | 23.81% | 19 | -5.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 1.07M | 7.52% | 107.24K |
| Baron Discovery Institutional | 935.00K | 7.19% | - |
| Baron Discovery Strategy | 935.00K | 7.19% | - |
| Franklin US Small Cap Value Equity | 780.34K | 6.10% | 454.08K |
| Central Securities Corporation | 500.00K | 3.85% | - |
| T. Rowe Price US Small-Cap Core Equity | 531.50K | 3.75% | -357.34K |
| CREF Total Global Stock Account R3 | 495.09K | 3.49% | - |
| T. Rowe Price Small-Cap Value | 436.51K | 3.36% | 31.17K |
| T. Rowe Price Small-Cap Stock | 373.36K | 2.87% | -158.15K |
| Franklin Small Cap Value A | 326.26K | 2.55% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 05, 2026 | DOAK MICHAEL | - | Buy | $152.97K |
| Jun 03, 2026 | DOAK MICHAEL | - | Buy | $428.15K |
| Jun 04, 2026 | DOAK MICHAEL | - | Buy | $209.99K |
| Jun 02, 2026 | DOAK MICHAEL | - | Buy | $317.63K |
| Jun 01, 2026 | DOAK MICHAEL | - | Buy | $318.94K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 11 | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q1 | - | - |
TWFG Ownership FAQ
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