TWFG INC

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

TWFG (TWFG INC) is held by 54 institutional investors as of Q2 2026. Largest holders: BAMCO INC /NY/ ($27.3M), FRANKLIN TEMPLETON INC ($18.8M), VANGUARD CAPITAL MANAGEMENT LLC ($11.8M). Net institutional sentiment: Mixed.

54

Holders

(5 Elite)

$151.4M

Total Value

55% (55)

Consensus

30 buying - 25 selling

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

Smart Money Verdict

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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 54 funds

5 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders Jul 21, 2026 · 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

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Top Holders

Top Holders (54)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BAMCO INC /NY/	Decreased	1.1M	$27.3M	0.0%	-9.78%	0
FRANKLIN TEMPLETON INC	Increased	781,912(+7719.1%)	$18.8M	0.0%	+1.28%	46
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	489,244(-14.3%)	$11.8M	0.0%	+21.81%	0
MWMARSHALL WACE, LLP	Increased	408,732(+53.2%)	$9.8M	0.0%	+13.89%	39
TWO SIGMA INVESTMENTS, LP	Increased	372,365(+81.5%)	$9M	0.0%	+7.93%	42
JANE STREET GROUP, LLC	Increased	353,216(+109.0%)	$8.5M	0.0%	+10.30%	44
BlackRock, Inc.	Increased	222,376(+18.7%)	$5.3M	0.0%	-14.21%	32
GGGILDER GAGNON HOWE & CO LLC	Decreased	221,180(-1.1%)	$5.3M	0.1%	-12.91%	0
AIAlyeska Investment Group, L.P.	Unchanged	215,778	$5.2M	0.0%	-13.85%	0
CITADEL ADVISORS LLC	Increased	214,589(+96.0%)	$5.2M	0.0%	+10.94%	43
GEODE CAPITAL MANAGEMENT, LLC	Decreased	174,213(-4.3%)	$4.2M	0.0%	-13.77%	0
RENAISSANCE TECHNOLOGIES LLC	Increased	149,900(+26.7%)	$3.6M	0.0%	+4.98%	33
Point72 Asset Management, L.P.	Increased	135,139(+109.0%)	$3.3M	0.0%	+10.30%	43
MORGAN STANLEY	Increased	127,879(+14.7%)	$3.1M	0.0%	+5.68%	30
GOLDMAN SACHS GROUP INC	Decreased	114,678(-6.6%)	$2.8M	0.0%	+4.78%	0
TUDOR INVESTMENT CORP ET AL	Increased	102,591(+251.8%)	$2.5M	0.0%	+6.55%	42
DIMENSIONAL FUND ADVISORS LP	Increased	93,734(+38.6%)	$2.3M	0.0%	+15.37%	34
Trexquant Investment LP	Increased	87,370(+133.7%)	$2.1M	0.0%	+9.29%	42
BANK OF AMERICA CORP /DE/	Increased	84,570(+56.3%)	$2M	0.0%	-10.88%	37
VICTORY CAPITAL MANAGEMENT INC	Increased	82,675(+15.0%)	$2M	0.0%	-14.55%	30

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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