TWFG INC
TWFG·87318A101·US·equity·Financial Services - Insurance Brokers-13D/G
TWFG (TWFG INC) is held by 55 institutional investors as of Q1 2026. Largest holders: BAMCO INC /NY/ ($20.9M), Capital International Investors ($19.6M), Nuveen, LLC ($9.1M). Net institutional sentiment: Mixed.
55
Holders
Avg rating(4 Elite)
$109.7M
Total Value
65% (59)
Fund Consensus
33 buying - 18 selling
Smart Money Verdict49Weak MomentumConfirmed
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See how TWFG's score breaks down across 4 SEC sources
Held by 55 funds
4 elite
Who's Trading
ActivistTRT. Rowe Price Investment Management, Inc.14.0%May 15, 2026
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Increased | 1.1M(+18.9%) | $20.9M | 0.1% | -32.88% | 34 | |
Increased | 1.1M(+11.2%) | $19.6M | 0.0% | -34.26% | 32 | |
Unchanged | 495,092 | $9.1M | 0.0% | -40.46% | 0 | |
New | 266,828 | $4.9M | 0.0% | -9.38% | 37 | |
Decreased | 223,639(-6.2%) | $4.1M | 0.0% | -35.21% | 0 | |
Unchanged | 215,778 | $4M | 0.0% | -35.91% | 0 | |
Increased | 205,213(+523.5%) | $3.8M | 0.0% | -15.34% | 43 | |
Unchanged | 187,337 | $3.4M | 0.0% | -37.97% | 0 | |
Decreased | 182,092(-22.9%) | $3.4M | 0.0% | -35.85% | 0 | |
Increased | 170,182(+1620.8%) | $3.1M | 0.0% | -11.58% | 43 | |
New | 169,005 | $3.1M | 0.0% | -9.38% | 37 | |
Decreased | 151,281(-85.8%) | $2.8M | 0.0% | -38.16% | 0 | |
Increased | 122,832(+130.4%) | $2.3M | 0.0% | -25.68% | 42 | |
Increased | 118,327(+201.8%) | $2.2M | 0.0% | -21.18% | 42 | |
Increased | 111,526(+208.1%) | $2.1M | 0.0% | -20.90% | 42 | |
New | 109,502 | $2M | 0.0% | -9.38% | 36 | |
Increased | 106,906(+1191.9%) | $2M | 0.0% | -13.42% | 42 | |
Increased | 82,185(+79.0%) | $1.5M | 0.0% | -26.39% | 39 | |
Increased | 72,935(+165.8%) | $1.3M | 0.0% | -21.99% | 41 | |
Decreased | 71,910(-10.5%) | $1.3M | 0.0% | -37.90% | 0 |
Showing 1-20 of 59
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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer