TWFG Ownership | Who Owns TWFG?
TWFG Ownership Summary
TWFG is owned by 6.71% institutional investors, 12.76% insiders, and 80.53% retail investors. Bamco inc /ny/ is the largest institutional shareholder, holding 5.86% of TWFG shares.
TWFG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | TWFG | 6.71% | 12.76% | 80.53% |
| Sector | Financial Services Stocks | 71.97% | 15.39% | 12.64% |
| Industry | Insurance Brokers Stocks | 26.15% | 14.18% | 59.66% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bamco inc /ny/ | 867.82K | 5.86% | $26.82M |
| Tudor investment corp et al | 70.72K | 0.48% | $2.19M |
| Millennium management | 55.83K | 0.38% | $1.73M |
| Tower research capital llc (trc) | - | - | - |
| Jane street group | - | - | - |
| Venturi wealth management | - | - | - |
| Picton mahoney asset management | - | - | - |
| Squarepoint ops | - | - | - |
| Point72 (difc) | - | - | - |
| Quadrature capital | - | - | - |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bamco inc /ny/ | 867.82K | 0.08% | $26.82M |
| Tudor investment corp et al | 70.72K | 0.01% | $2.19M |
| Millennium management | 55.83K | 0.00% | $1.73M |
| Tower research capital llc (trc) | - | - | - |
| Jane street group | - | - | - |
| Venturi wealth management | - | - | - |
| Picton mahoney asset management | - | - | - |
| Squarepoint ops | - | - | - |
| Point72 (difc) | - | - | - |
| Quadrature capital | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Venturi wealth management | - | - | -2.80K |
| Tower research capital llc (trc) | - | - | -3.23K |
| Bamco inc /ny/ | 867.82K | 0.08% | -3.84K |
| Sandia investment management lp | - | - | -5.00K |
| Tudor investment corp et al | 70.72K | 0.01% | -6.46K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Squarepoint ops | - | - | -63.00K |
| Millennium management | 55.83K | 0.00% | -23.93K |
| Picton mahoney asset management | - | - | -15.00K |
| Jane street group | - | - | -11.39K |
| Symphony financial | - | - | -11.05K |
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 |
| Janus henderson group | -6.87K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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