TWFG INC

Watch

Share

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

TWFG (TWFG INC) is held by 56 institutional investors as of Q2 2026. Largest holders: BAMCO INC /NY/ ($27.3M), FRANKLIN RESOURCES INC ($18.8M), VANGUARD CAPITAL MANAGEMENT LLC ($11.8M). Net institutional sentiment: Mixed.

56

Holders

(4 Elite)

$150.4M

Total Value

56% (57)

Consensus

32 buying - 25 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)58

Insider (Form 4)64

Activist (13D/13G)76

Congressional (STOCK Act)50

Holder Quality

21

★★★★★

Elite

25

★★★★

Strong

29

★★★

Solid

67

★★

Below

74

★

Weak

Held by 56 funds

4 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists Aug 14, 2026 · Congress none

ActivistBaron Capital Group, Inc.8.7%Aug 14, 2026

ActivistRFRichard F. Bunch III0.7%Aug 14, 2026

ActivistCapital International Investors0.0%Aug 12, 2026

Checking access…

View all activist filings

Top Holders

Top Holders (56)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BAMCO INC /NY/	Decreased	1.1M	$27.3M	0.0%	+14.21%	0
FRANKLIN RESOURCES INC	Increased	781,912(+7719.1%)	$18.8M	0.0%	+28.21%	46
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	489,244(-14.3%)	$11.8M	0.0%	+54.19%	0
MWMARSHALL WACE, LLP	Increased	408,732(+53.2%)	$9.8M	0.0%	+44.18%	39
TWO SIGMA INVESTMENTS, LP	Increased	372,365(+81.5%)	$9M	0.0%	+36.62%	42
JANE STREET GROUP, LLC	Increased	353,216(+109.0%)	$8.5M	0.0%	+39.62%	44
BlackRock, Inc.	Increased	222,376(+18.7%)	$5.3M	0.0%	+8.60%	32
GGGILDER GAGNON HOWE & CO LLC	Decreased	221,180(-1.1%)	$5.3M	0.1%	+10.24%	0
AIAlyeska Investment Group, L.P.	Unchanged	215,778	$5.2M	0.0%	+9.06%	0
CITADEL ADVISORS LLC	Increased	214,589(+96.0%)	$5.2M	0.0%	+40.43%	43
GEODE CAPITAL MANAGEMENT, LLC	Decreased	174,213(-4.3%)	$4.2M	0.0%	+9.16%	0
RENAISSANCE TECHNOLOGIES LLC	Increased	149,900(+26.7%)	$3.6M	0.0%	+32.89%	33
Point72 Asset Management, L.P.	Increased	135,139(+109.0%)	$3.3M	0.0%	+39.62%	43
MORGAN STANLEY	Increased	127,879(+14.7%)	$3.1M	0.0%	+33.78%	30
GOLDMAN SACHS GROUP INC	Decreased	114,678(-6.6%)	$2.8M	0.0%	+26.46%	0
TUDOR INVESTMENT CORP ET AL	Increased	102,591(+251.8%)	$2.5M	0.0%	+34.88%	42
DIMENSIONAL FUND ADVISORS LP	Increased	93,734(+38.6%)	$2.3M	0.0%	+46.05%	34
Trexquant Investment LP	Increased	87,370(+133.7%)	$2.1M	0.0%	+38.35%	42
BANK OF AMERICA CORP /DE/	Increased	84,570(+56.3%)	$2M	0.0%	+11.78%	37
VICTORY CAPITAL MANAGEMENT INC	Increased	82,675(+15.0%)	$2M	0.0%	+8.17%	30

Showing 1-20 of 65

Per page:

1 / 4

TWFGTWFG INC

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Financial Services stocks held by institutions

VVISA INC-CLASS A SHARES

419 holders · $439.6B

JPMJPMORGAN CHASE & CO

405 holders · $558.4B

MAMASTERCARD INC - A

401 holders · $346.2B

BACBANK OF AMERICA CORP

393 holders · $275B

BRK/BBERKSHIRE HATHAWAY INC-CL B

387 holders · $401.1B

SPGIS&P GLOBAL INC

377 holders · $90.6B

MSMORGAN STANLEY

373 holders · $260.4B

WFCWELLS FARGO & CO

373 holders · $179.2B

COFCAPITAL ONE FINANCIAL CORP

371 holders · $95.7B

AXPAMERICAN EXPRESS CO

370 holders · $176B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer