TWFG INC (TWFG) is held by 58 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BAMCO INC /NY/ as of Q1 2026.

Are institutions buying or selling TWFG?

In Q1 2026, 36 institutions opened or increased positions in TWFG INC while 18 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on TWFG?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for TWFG INC.

How many hedge funds hold TWFG?

58 institutional investors report holding TWFG INC (TWFG) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into TWFG?

As of Q1 2026, tracked institutions in TWFG INC show 36 buyers versus 18 sellers — net inflows.

TWFG INC

TWFG·87318A101·US·Common Stock·Financial Services - Insurance Brokers-13D/G

Holders

Avg rating(13 Elite)

$122.5M

Total Value

67% (62)

Fund Consensus

36 buying - 18 selling

Smart Money Verdict

View all

Held by 58 funds

13 elite

Who's Trading

ActivistTRT. Rowe Price Investment Management, Inc.5.8%Jul 8, 2026

Activist

AllianceBernstein L.P.0.0%May 18, 2026

Activist

Baron Capital Group, Inc.7.5%May 15, 2026

ActivistTRT. Rowe Price Investment Management, Inc.14.0%May 15, 2026

Activist

FMR LLC1.0%May 6, 2026

Activist

Capital International Investors6.4%Feb 13, 2026

Activist

AllianceBernstein L.P.7.9%May 14, 2025

Activist

T. Rowe Price Associates, Inc.0.2%May 14, 2025

View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BAMCO INC /NY/	Increased	1.1M(+18.9%)	$20.9M	0.1%	-4.09%	34
Capital International Investors	Increased	1.1M(+11.2%)	$19.6M	0.0%	-6.06%	32
VAVANGUARD CAPITAL MANAGEMENT LLC	New	570,537	$10.5M	0.0%	+29.49%	38
Nuveen, LLC	Unchanged	495,092	$9.1M	0.0%	-14.92%	0
MWMARSHALL WACE, LLP	New	266,828	$4.9M	0.0%	+29.49%	37
GGGILDER GAGNON HOWE & CO LLC	Decreased	223,639(-6.2%)	$4.1M	0.0%	-7.42%	0
AIAlyeska Investment Group, L.P.	Unchanged	215,778	$4M	0.0%	-8.41%	0
TWO SIGMA INVESTMENTS, LP	Increased	205,213(+523.5%)	$3.8M	0.0%	+20.98%	43
BlackRock, Inc.	Unchanged	187,337	$3.4M	0.0%	-11.36%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	182,092(-22.9%)	$3.4M	0.0%	-8.33%	0
BALYASNY ASSET MANAGEMENT L.P.	Increased	170,182(+1620.8%)	$3.1M	0.0%	+26.34%	43
JANE STREET GROUP, LLC	New	169,005	$3.1M	0.0%	+29.49%	37
FMR LLC	Decreased	151,281(-85.8%)	$2.8M	0.0%	-11.63%	0
GOLDMAN SACHS GROUP INC	Increased	122,832(+130.4%)	$2.3M	0.0%	+6.20%	42
RENAISSANCE TECHNOLOGIES LLC	Increased	118,327(+201.8%)	$2.2M	0.0%	+12.63%	42
MORGAN STANLEY	Increased	111,526(+208.1%)	$2.1M	0.0%	+13.03%	42
CITADEL ADVISORS LLC	New	109,502	$2M	0.0%	+29.49%	36
MILLENNIUM MANAGEMENT LLC	Increased	106,906(+1191.9%)	$2M	0.0%	+23.72%	42
UBS Group AG	Increased	82,185(+79.0%)	$1.5M	0.0%	+5.18%	39
VFVANGUARD FIDUCIARY TRUST CO	New	81,983	$1.5M	0.0%	+29.49%	35