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TWFG (TWFG) Institutional Ownership

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$35.38 +0.87 (+2.51%)
As of 07/3/2025 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for TWFG (NASDAQ:TWFG)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$178.68M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$67.56M
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TWFG Institutional Buying and Selling by Quarter

TWFG Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.40,696$1.26M0.0%-87.7%0.073%
5/21/2025Acadian Asset Management LLC68,211$2.11M0.0%+176.4%0.122%
5/16/2025Woodline Partners LP51,674$1.60M0.0%-16.7%0.092%
5/16/2025Ascent Group LLC43,883$1.36M0.1%+131.0%0.078%
5/16/2025Goldman Sachs Group Inc.40,696$1.26M0.0%-87.7%0.073%
5/16/2025Alliancebernstein L.P.1,170,377$36.18M0.0%+15.7%2.087%
5/16/2025Alyeska Investment Group L.P.263,324$8.14M0.0%+15.5%0.470%
5/15/2025PDT Partners LLC16,887$522K0.0%+4.3%0.030%
5/15/2025Driehaus Capital Management LLC379,496$11.73M0.1%-0.4%0.677%
5/15/2025State of Wyoming3,653$113K0.0%N/A0.007%
5/15/2025Trexquant Investment LP18,377$568K0.0%N/A0.033%
5/15/2025Next Century Growth Investors LLC107,736$3.33M0.3%-0.3%0.192%
5/14/2025Walleye Capital LLC8,498$263K0.0%N/A0.015%
5/14/20251832 Asset Management L.P.15,821$489K0.0%-80.9%0.028%
5/14/2025T. Rowe Price Investment Management Inc.1,988,671$61.47M0.0%+28.0%3.546%
5/14/2025Quantbot Technologies LP2,658$82K0.0%-50.8%0.005%
5/13/2025American Century Companies Inc.420,881$13.01M0.0%-24.8%0.751%
5/13/2025Lord Abbett & CO. LLC88,449$2.73M0.0%-0.4%0.158%
5/12/2025Nuveen LLC501,491$15.50M0.0%N/A0.894%
5/9/2025Vanguard Group Inc.621,151$19.20M0.0%+0.7%1.108%
5/9/2025Blair William & Co. IL31,336$969K0.0%N/A0.056%
5/8/2025Alberta Investment Management Corp103,697$3.21M0.0%-16.7%0.185%
5/7/2025TD Asset Management Inc52,942$1.64M0.0%+25.2%0.094%
5/6/2025Y Intercept Hong Kong Ltd6,752$209K0.0%-14.7%0.012%
5/2/2025Victory Capital Management Inc.219,490$6.78M0.0%N/A1.473%
2/21/2025Ascent Group LLC18,996$585K0.0%N/A0.128%
2/17/2025Two Sigma Advisers LP43,400$1.34M0.0%N/A0.293%
2/17/2025Two Sigma Investments LP87,576$2.70M0.0%+84.3%0.591%
2/17/2025Sandia Investment Management LP5,000$154K0.4%-50.0%0.034%
2/17/2025Nuveen Asset Management LLC711,895$21.93M0.0%-10.8%4.807%
2/17/2025Occudo Quantitative Strategies LP9,242$285K0.1%N/A0.062%
2/17/2025Millennium Management LLC79,761$2.46M0.0%N/A0.539%
2/17/2025Lighthouse Investment Partners LLC126,755$3.90M0.1%-25.8%0.856%
2/17/2025Jacobs Levy Equity Management Inc.22,343$688K0.0%N/A0.151%
2/17/2025Janus Henderson Group PLC6,866$211K0.0%N/A0.046%
2/17/2025D. E. Shaw & Co. Inc.9,153$282K0.0%N/A0.062%
2/17/2025Driehaus Capital Management LLC380,925$11.73M0.1%-1.1%2.572%
2/17/2025Balyasny Asset Management L.P.150,681$4.64M0.0%-22.4%1.017%
2/17/2025Bamco Inc. NY871,661$26.85M0.1%+19.6%5.886%
2/17/2025Bank of America Corp DE3,834$118K0.0%-70.1%0.026%
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2/17/2025Alyeska Investment Group L.P.227,967$7.02M0.0%-18.8%1.539%
2/14/2025Jane Street Group LLC11,390$351K0.0%N/A0.077%
2/14/2025Freestone Grove Partners LP192,557$5.93M0.1%N/A1.300%
2/14/2025PDT Partners LLC16,195$499K0.0%N/A0.109%
2/14/2025Northern Trust Corp24,845$765K0.0%-5.2%0.168%
2/14/2025Tudor Investment Corp ET AL77,186$2.38M0.0%N/A0.521%
2/14/2025Boothbay Fund Management LLC13,562$418K0.0%-24.8%0.092%
2/14/2025Gilder Gagnon Howe & Co. LLC242,933$7.48M0.1%-1.6%1.640%
2/14/2025Lord Abbett & CO. LLC88,794$2.74M0.0%-70.3%0.600%
2/14/2025T. Rowe Price Investment Management Inc.1,553,674$47.85M0.0%+36.5%10.491%
2/14/2025Price T Rowe Associates Inc. MD40,499$1.25M0.0%-95.7%0.273%
2/14/2025Tower Research Capital LLC TRC3,233$100K0.0%+273.8%0.022%
2/14/2025Capital International Investors878,807$27.07M0.0%+30.8%5.934%
2/13/2025Marshall Wace LLP152,388$4.69M0.0%+56.8%1.029%
2/13/2025Renaissance Technologies LLC106,300$3.27M0.0%N/A0.718%
2/12/2025ExodusPoint Capital Management LP99,122$3.05M0.0%+199.0%0.669%
2/12/2025Geode Capital Management LLC135,902$4.19M0.0%-0.3%0.918%
2/12/2025Alliancebernstein L.P.1,011,222$31.15M0.0%+7.6%6.828%
2/12/2025Norges Bank9,631$297K0.0%N/A0.065%
2/12/2025JPMorgan Chase & Co.13,315$410K0.0%N/A0.090%
2/11/2025Vanguard Group Inc.616,899$19M0.0%+5.5%4.165%
2/11/2025LPL Financial LLC31,171$960K0.0%+13.0%0.210%
2/11/2025Sei Investments Co.13,157$405K0.0%+56.4%0.089%
2/11/2025American Century Companies Inc.559,967$17.25M0.0%-0.9%3.780%
2/11/2025Quantbot Technologies LP5,407$167K0.0%+57.8%0.037%
2/10/2025Picton Mahoney Asset Management15,000$462K0.0%-11.8%0.101%
2/4/2025Y Intercept Hong Kong Ltd7,912$244K0.0%N/A0.053%
2/3/2025Alberta Investment Management Corp124,462$3.83M0.0%+4.4%0.840%
1/31/2025Venturi Wealth Management LLC2,800$86K0.0%N/A0.019%
12/13/2024Lord Abbett & CO. LLC299,473$8.12M0.0%N/A2.022%
11/27/2024Franklin Resources Inc.10,000$293K0.0%N/A0.068%
11/16/2024Geode Capital Management LLC136,323$3.70M0.0%N/A0.920%
11/15/2024Zimmer Partners LP151,500$4.11M0.1%N/A1.023%
11/15/2024Soros Fund Management LLC100,000$2.71M0.0%N/A0.675%
11/15/2024Maven Securities LTD10,340$280K0.0%N/A0.070%
11/15/2024Bamco Inc. NY728,748$19.76M0.1%N/A4.921%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund150,000$4.07M0.0%N/A1.013%
11/13/2024Quantbot Technologies LP3,426$93K0.0%N/A0.023%
11/13/2024FMR LLC1,288,416$34.94M0.0%N/A8.700%
11/6/2024Royce & Associates LP57,000$1.55M0.0%N/A0.385%
10/29/2024Emerald Mutual Fund Advisers Trust4,900$133K0.0%N/A0.033%
10/22/2024Symphony Financial Ltd. Co.11,049$310K0.1%N/A0.084%
10/16/2024Seven Grand Managers LLC30,000$814K0.2%N/A0.228%
(Data available from 1/1/2016 forward)

TWFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TWFG shares?

During the previous two years, 66 institutional investors and hedge funds held shares of TWFG. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($61.47M), Alliancebernstein L.P. ($36.18M), FMR LLC ($34.94M), Capital International Investors ($27.07M), Bamco Inc. NY ($26.85M), Nuveen Asset Management LLC ($21.93M), and Vanguard Group Inc. ($19.20M).Learn more on TWFG's institutional investors.

Which institutional investors have been buying TWFG's stock?

Of the 50 institutional investors that purchased TWFG's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.29M), Bamco Inc. NY ($871.66K), T. Rowe Price Investment Management Inc. ($850.16K), Nuveen LLC ($501.49K), Lord Abbett & CO. LLC ($299.47K), Alliancebernstein L.P. ($230.26K), and Victory Capital Management Inc. ($219.49K).

How much institutional buying is happening at TWFG?

Institutional investors have bought a total of 6,152,266 shares in the last 24 months. This purchase volume represents approximately $178.68M in transactions.

Which of TWFG's major shareholders have been selling company stock?

Of the 22 institutional investors that sold TWFG's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($894.63K), Goldman Sachs Group Inc. ($579.42K), Lord Abbett & CO. LLC ($211.02K), American Century Companies Inc. ($144.06K), Nuveen Asset Management LLC ($86.33K), 1832 Asset Management L.P. ($67.21K), and Alyeska Investment Group L.P. ($52.92K).

How much institutional selling is happening at TWFG?

Institutional investors have sold a total of 2,190,496 shares in the last 24 months. This volume of shares sold represents approximately $67.56M in transactions.


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This page (NASDAQ:TWFG) was last updated on 7/6/2025 by MarketBeat.com Staff
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