TWFG (TWFG) Institutional Ownership $28.49 +0.48 (+1.71%) Closing price 08/15/2025 04:00 PM EasternExtended Trading$28.52 +0.03 (+0.11%) As of 08/15/2025 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for TWFG (NASDAQ:TWFG)Number ofInstitutional Buyers(last 12 months)61TotalInstitutional Inflows(last 12 months)$208.34MNumber ofInstitutional Sellers(last 12 months)27TotalInstitutional Outflows(last 12 months)$75.73M Get TWFG Insider Trade Alerts Want to know when executives and insiders are buying or selling TWFG stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data TWFG Institutional Buying and Selling by Quarter TWFG Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025State of Tennessee Department of Treasury4,435$155K0.0%N/A0.008% 8/15/2025 Man Group plc6,371$223K0.0%N/A0.011% 8/15/2025 Gilder Gagnon Howe & Co. LLC240,356$8.41M0.1%-0.7%0.429% 8/15/2025 BNP Paribas Financial Markets18,353$642K0.0%+145.2%0.033% 8/15/2025 Boothbay Fund Management LLC41,334$1.45M0.0%+225.5%0.074% 8/15/2025 Balyasny Asset Management L.P.76,871$2.69M0.0%-50.8%0.137% 8/15/2025 Bamco Inc. NY902,061$31.57M0.1%+3.9%1.609% 8/15/2025 Bank of America Corp DE50,618$1.77M0.0%+287.2%0.090% 8/14/2025 PDT Partners LLC14,057$492K0.0%-16.8%0.025% 8/14/2025 Lighthouse Investment Partners LLC53,994$1.89M0.1%-44.1%0.096% Get the Latest News and Ratings for TWFG and Related StocksEnter your email address below to receive the latest news and analysts' ratings for TWFG and its competitors with MarketBeat's FREE daily newsletter. 8/14/2025 Jane Street Group LLC34,831$1.22M0.0%N/A0.062% 8/14/2025 Alliancebernstein L.P.1,172,985$41.05M0.0%+0.2%2.092% 8/14/2025 Sei Investments Co.9,310$326K0.0%-29.2%0.017% 8/14/2025 Next Century Growth Investors LLC144,398$5.05M0.4%+34.0%0.257% 8/13/2025 Marshall Wace LLP128,682$4.50M0.0%-15.3%0.229% 8/13/2025 1832 Asset Management L.P.15,063$527K0.0%-4.8%0.027% 8/13/2025 Quantbot Technologies LP4,053$142K0.0%+52.5%0.007% 8/13/2025 Seven Grand Managers LLC40,000$1.40M0.2%+33.3%0.071% 8/13/2025 Grandeur Peak Global Advisors LLC80,257$2.81M0.3%N/A0.143% 8/13/2025 Giverny Capital Inc.177,848$6.23M0.2%N/A0.317% 8/12/2025 XTX Topco Ltd14,899$521K0.0%N/A0.027% 8/12/2025 JPMorgan Chase & Co.6,903$242K0.0%-74.8%0.012% 8/8/2025 Geode Capital Management LLC152,243$5.33M0.0%-26.9%0.271% 8/7/2025 Acadian Asset Management LLC71,738$2.51M0.0%+5.2%0.128% 8/1/2025 Envestnet Asset Management Inc.9,762$342K0.0%N/A0.017% 7/28/2025 TD Asset Management Inc57,394$2.01M0.0%+8.4%0.102% 7/24/2025 Blair William & Co. IL28,487$997K0.0%-9.1%0.051% 7/21/2025 Ascent Group LLC48,547$1.70M0.1%+10.6%0.087% 7/15/2025 Riverbridge Partners LLC344,267$12.05M0.2%N/A0.614% 6/27/2025 Goldman Sachs Group Inc.40,696$1.26M0.0%-87.7%0.073% 5/21/2025 Acadian Asset Management LLC68,211$2.11M0.0%+176.4%0.122% 5/16/2025 Woodline Partners LP51,674$1.60M0.0%-16.7%0.092% 5/16/2025 Ascent Group LLC43,883$1.36M0.1%+131.0%0.078% 5/16/2025 Goldman Sachs Group Inc.40,696$1.26M0.0%-87.7%0.073% 5/16/2025 Alliancebernstein L.P.1,170,377$36.18M0.0%+15.7%2.087% 5/16/2025 Alyeska Investment Group L.P.263,324$8.14M0.0%+15.5%0.470% 5/15/2025 PDT Partners LLC16,887$522K0.0%+4.3%0.030% 5/15/2025 Driehaus Capital Management LLC379,496$11.73M0.1%-0.4%0.677% 5/15/2025State of Wyoming3,653$113K0.0%N/A0.007% 5/15/2025 Trexquant Investment LP18,377$568K0.0%N/A0.033% This is my Christian duty (Ad)“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.Watch Jim Rickards reveal the Old Testament Wealth Code5/15/2025 Next Century Growth Investors LLC107,736$3.33M0.3%-0.3%0.192% 5/14/2025 Walleye Capital LLC8,498$263K0.0%N/A0.015% 5/14/2025 1832 Asset Management L.P.15,821$489K0.0%-80.9%0.028% 5/14/2025 T. Rowe Price Investment Management Inc.1,988,671$61.47M0.0%+28.0%3.546% 5/14/2025 Quantbot Technologies LP2,658$82K0.0%-50.8%0.005% 5/13/2025 American Century Companies Inc.420,881$13.01M0.0%-24.8%0.751% 5/13/2025 Lord Abbett & CO. LLC88,449$2.73M0.0%-0.4%0.158% 5/12/2025 Nuveen LLC501,491$15.50M0.0%N/A0.894% 5/9/2025 Vanguard Group Inc.621,151$19.20M0.0%+0.7%1.108% 5/9/2025 Blair William & Co. IL31,336$969K0.0%N/A0.056% 5/8/2025 Alberta Investment Management Corp103,697$3.21M0.0%-16.7%0.185% 5/7/2025 TD Asset Management Inc52,942$1.64M0.0%+25.2%0.094% 5/6/2025 Y Intercept Hong Kong Ltd6,752$209K0.0%-14.7%0.012% 5/2/2025 Victory Capital Management Inc.219,490$6.78M0.0%N/A1.473% 2/21/2025 Ascent Group LLC18,996$585K0.0%N/A0.128% 2/17/2025 Two Sigma Advisers LP43,400$1.34M0.0%N/A0.293% 2/17/2025 Two Sigma Investments LP87,576$2.70M0.0%+84.3%0.591% 2/17/2025 Sandia Investment Management LP5,000$154K0.4%-50.0%0.034% 2/17/2025Nuveen Asset Management LLC711,895$21.93M0.0%-10.8%4.807% 2/17/2025 Occudo Quantitative Strategies LP9,242$285K0.1%N/A0.062% 2/17/2025 Millennium Management LLC79,761$2.46M0.0%N/A0.539% 2/17/2025 Lighthouse Investment Partners LLC126,755$3.90M0.1%-25.8%0.856% 2/17/2025 Jacobs Levy Equity Management Inc.22,343$688K0.0%N/A0.151% 2/17/2025 Janus Henderson Group PLC6,866$211K0.0%N/A0.046% 2/17/2025 D. E. Shaw & Co. Inc.9,153$282K0.0%N/A0.062% 2/17/2025 Driehaus Capital Management LLC380,925$11.73M0.1%-1.1%2.572% 2/17/2025 Balyasny Asset Management L.P.150,681$4.64M0.0%-22.4%1.017% 2/17/2025 Bamco Inc. NY871,661$26.85M0.1%+19.6%5.886% 2/17/2025 Bank of America Corp DE3,834$118K0.0%-70.1%0.026% 2/17/2025 Alyeska Investment Group L.P.227,967$7.02M0.0%-18.8%1.539% 2/14/2025 Jane Street Group LLC11,390$351K0.0%N/A0.077% 2/14/2025 Freestone Grove Partners LP192,557$5.93M0.1%N/A1.300% 2/14/2025 PDT Partners LLC16,195$499K0.0%N/A0.109% 2/14/2025 Northern Trust Corp24,845$765K0.0%-5.2%0.168% 2/14/2025 Tudor Investment Corp ET AL77,186$2.38M0.0%N/A0.521% 2/14/2025 Boothbay Fund Management LLC13,562$418K0.0%-24.8%0.092% 2/14/2025 Gilder Gagnon Howe & Co. LLC242,933$7.48M0.1%-1.6%1.640% 2/14/2025 Lord Abbett & CO. LLC88,794$2.74M0.0%-70.3%0.600% 2/14/2025 T. Rowe Price Investment Management Inc.1,553,674$47.85M0.0%+36.5%10.491% 2/14/2025 Price 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% 2/14/2025 Capital International Investors878,807$27.07M0.0%+30.8%5.934% 2/13/2025 Marshall Wace LLP152,388$4.69M0.0%+56.8%1.029% 2/13/2025 Renaissance Technologies LLC106,300$3.27M0.0%N/A0.718% 2/12/2025 ExodusPoint Capital Management LP99,122$3.05M0.0%+199.0%0.669% 2/12/2025 Geode Capital Management LLC135,902$4.19M0.0%-0.3%0.918% 2/12/2025 Alliancebernstein L.P.1,011,222$31.15M0.0%+7.6%6.828% 2/12/2025 Norges Bank9,631$297K0.0%N/A0.065% 2/12/2025 JPMorgan Chase & Co.13,315$410K0.0%N/A0.090% 2/11/2025 Vanguard Group Inc.616,899$19M0.0%+5.5%4.165% This is my Christian duty (Ad)“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.Watch Jim Rickards reveal the Old Testament Wealth Code2/11/2025 LPL Financial LLC31,171$960K0.0%+13.0%0.210% 2/11/2025 Sei Investments Co.13,157$405K0.0%+56.4%0.089% 2/11/2025 American Century Companies Inc.559,967$17.25M0.0%-0.9%3.780% 2/11/2025 Quantbot Technologies LP5,407$167K0.0%+57.8%0.037% 2/10/2025 Picton Mahoney Asset Management15,000$462K0.0%-11.8%0.101% 2/4/2025 Y Intercept Hong Kong Ltd7,912$244K0.0%N/A0.053% 2/3/2025 Alberta Investment Management Corp124,462$3.83M0.0%+4.4%0.840% 1/31/2025 Venturi Wealth Management LLC2,800$86K0.0%N/A0.019% 12/13/2024 Lord Abbett & CO. LLC299,473$8.12M0.0%N/A2.022% 11/27/2024 Franklin Resources Inc.10,000$293K0.0%N/A0.068% (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, 74 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. ($41.05M), FMR LLC ($34.94M), Bamco Inc. NY ($31.57M), Capital International Investors ($27.07M), 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 61 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 ($905.90K), T. Rowe Price Investment Management Inc. ($850.16K), Nuveen LLC ($501.49K), Riverbridge Partners LLC ($344.27K), Lord Abbett & CO. LLC ($299.47K), and Alliancebernstein L.P. ($232.87K). How much institutional buying is happening at TWFG? Institutional investors have bought a total of 6,999,530 shares in the last 24 months. This purchase volume represents approximately $208.34M in transactions. Which of TWFG's major shareholders have been selling company stock? Of the 27 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), Balyasny Asset Management L.P. ($122.67K), Lighthouse Investment Partners LLC ($86.70K), and Nuveen Asset Management LLC ($86.33K). How much institutional selling is happening at TWFG? Institutional investors have sold a total of 2,423,957 shares in the last 24 months. This volume of shares sold represents approximately $75.73M in transactions. 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