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 | 57.11% | 14.13% | 28.77% |
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 |
| Riverbridge partners | 542.66K | 3.64% | $14.89M |
| Capital investors | 515.41K | 3.46% | $18.04M |
| Driehaus capital management | 377.14K | 2.53% | $13.20M |
| 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 |
| Riverbridge partners | 542.66K | 0.25% | $14.89M |
| Giverny capital | 177.85K | 0.21% | $6.22M |
| 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 |
| Ascent group | 90.40K | 0.09% | $2.48M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 2.46M | 0.05% | 466.70K |
| Riverbridge partners | 542.66K | 0.25% | 198.39K |
| 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 |
|---|---|---|---|---|
| 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 |
| Raymond james financial | 500.00 | - | 500.00 | $17.50K |
Sold Out
| Holder | Change |
|---|---|
| Park place capital | -98.00 |
| Venturi wealth management | -2.80K |
| Tower research capital llc (trc) | -3.23K |
| Sandia investment management lp | -5.00K |
| Quadrature capital | -6.55K |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools