TWFG, Inc. (TWFG) — Institutional Holders, Q2 2026
82 institutional investment managers reported a TWFG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $219.2M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TWFG in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- FRANKLIN RESOURCESAdded · +771,912 sh+$18.6M
- JANE STREET GROUPAdded · +184,211 sh+$4.4M
- TWO SIGMA INVESTMENTSAdded · +167,152 sh+$4.0M
- MARSHALL WACE, LLPAdded · +141,904 sh+$3.4M
- CITADEL ADVISORSAdded · +105,087 sh+$2.5M
Biggest sellers
- T. Rowe Price Investment ManagementTrimmed · -1,345,618 sh-$32.4M
- Capital International InvestorsSold out · -1,065,732 sh-$25.6M
- NuveenSold out · -495,092 sh-$11.9M
- RIVERBRIDGE PARTNERSTrimmed · -216,956 sh-$5.2M
- BALYASNY ASSET MANAGEMENT L.P.Sold out · -170,182 sh-$4.1M
TWFG 13F holders ranked 1–82 of 82
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BAMCO#1 · 1,135,091 sh | 1,135,091 | $27.3M | 0.04% | 0.0% |
| 2 | FRANKLIN RESOURCES#2 · 781,912 sh | 781,912 | $18.8M | <0.01% | +7719.1% |
| 3 | T. Rowe Price Investment Management#3 · 753,680 sh | 753,680 | $18.1M | 0.01% | -64.1% |
| 4 | Giverny Capital#4 · 652,452 sh | 652,452 | $15.7M | 0.53% | +18.2% |
| 5 | CENTRAL SECURITIES#5 · 500,000 sh | 500,000 | $12.0M | 0.90% | 0.0% |
| 6 | VANGUARD CAPITAL MANAGEMENT#6 · 489,244 sh | 489,244 | $11.8M | <0.01% | -14.2% |
| 7 | MARSHALL WACE, LLP#7 · 408,732 sh | 408,732 | $9.8M | <0.01% | +53.2% |
| 8 | TWO SIGMA INVESTMENTS#8 · 372,365 sh | 372,365 | $9.0M | <0.01% | +81.5% |
| 9 | JANE STREET GROUP#9 · 353,216 sh | 353,216 | $8.5M | <0.01% | +109.0% |
| 10 | RIVERBRIDGE PARTNERS#10 · 332,658 sh | 332,658 | $8.0M | 0.22% | -39.5% |
| 11 | BlackRock#11 · 222,376 sh | 222,376 | $5.3M | <0.01% | +18.7% |
| 12 | GILDER GAGNON HOWE#12 · 221,180 sh | 221,180 | $5.3M | 0.05% | -1.1% |
| 13 | Alyeska Investment Group, L.P.#13 · 215,778 sh | 215,778 | $5.2M | 0.01% | 0.0% |
| 14 | CITADEL ADVISORS#14 · 214,589 sh | 214,589 | $5.2M | <0.01% | +96.0% |
| 15 | Ascent Group#15 · 212,310 sh | 212,310 | $5.1M | 0.15% | +21.7% |
| 16 | GEODE CAPITAL MANAGEMENT#16 · 174,213 sh | 174,213 | $4.2M | <0.01% | -4.3% |
| 17 | RENAISSANCE TECHNOLOGIES#17 · 149,900 sh | 149,900 | $3.6M | <0.01% | +26.7% |
| 18 | Gillson Capital#18 · 148,665 sh | 148,665 | $3.6M | 0.21% | +15.5% |
| 19 | Point72 Asset Management, L.P.#19 · 135,139 sh | 135,139 | $3.3M | <0.01% | +109.0% |
| 20 | MORGAN STANLEY#20 · 127,879 sh | 127,879 | $3.1M | <0.01% | +14.7% |
| 21 | GOLDMAN SACHS GROUP#21 · 114,678 sh | 114,678 | $2.8M | <0.01% | -6.6% |
| 22 | TUDOR INVESTMENT ET AL#22 · 102,591 sh | 102,591 | $2.5M | <0.01% | +251.8% |
| 23 | DIMENSIONAL FUND ADVISORS#23 · 93,734 sh | 93,734 | $2.3M | <0.01% | +38.6% |
| 24 | Trexquant Investment#24 · 87,370 sh | 87,370 | $2.1M | 0.01% | +133.7% |
| 25 | BANK OF AMERICA#25 · 84,570 sh | 84,570 | $2.0M | <0.01% | +56.3% |
| 26 | VICTORY CAPITAL MANAGEMENT#26 · 82,675 sh | 82,675 | $2.0M | <0.01% | +15.0% |
| 27 | VANGUARD FIDUCIARY#27 · 82,554 sh | 82,554 | $2.0M | <0.01% | +0.7% |
| 28 | Qube Research & Technologies Ltd#28 · 68,450 sh | 68,450 | $1.6M | <0.01% | -6.1% |
| 29 | XTX Topco Ltd#29 · 67,439 sh | 67,439 | $1.6M | 0.02% | +47.3% |
| 30 | STATE STREET#30 · 66,566 sh | 66,566 | $1.6M | 0.00% | 0.0% |
| 31 | Schonfeld Strategic Advisors#31 · 61,728 sh | 61,728 | $1.5M | <0.01% | +24.2% |
| 32 | MILLENNIUM MANAGEMENT#32 · 60,048 sh | 60,048 | $1.4M | <0.01% | -43.8% |
| 33 | PRICE T ROWE ASSOCIATES#33 · 45,064 sh | 45,064 | $1.1M | <0.01% | +11.4% |
| 34 | UBS Group AG#34 · 43,698 sh | 43,698 | $1.1M | <0.01% | -46.8% |
| 35 | Symphony Financial, Ltd.#35 · 39,089 sh | 39,089 | $942.4K | — | +153.7% |
| 36 | RAYMOND JAMES FINANCIAL#36 · 31,350 sh | 31,350 | $754.0K | <0.01% | +6.0% |
| 37 | NORTHERN#37 · 31,116 sh | 31,116 | $748.3K | <0.01% | -22.5% |
| 38 | Quantbot Technologies#38 · 28,534 sh | 28,534 | $686.2K | 0.03% | +301.5% |
| 39 | Dynamic Technology Lab Private Ltd#39 · 28,404 sh | 28,404 | $683.0K | 0.15% | -3.4% |
| 40 | D. E. Shaw#40 · 28,178 sh | 28,178 | $677.7K | <0.01% | New |
| 41 | BLALOCK WILLIAMS#41 · 22,911 sh | 22,911 | $551.0K | 0.36% | +14.9% |
| 42 | STATE OF WISCONSIN INVESTMENT BOARD#42 · 21,008 sh | 21,008 | $505.2K | <0.01% | -9.9% |
| 43 | BRASADA CAPITAL MANAGEMENT#43 · 0 sh | 0 | $467.0K | 0.08% | -100.0% |
| 44 | Centiva Capital#44 · 18,559 sh | 18,559 | $446.3K | <0.01% | +69.5% |
| 45 | ENVESTNET ASSET MANAGEMENT#45 · 16,145 sh | 16,145 | $388.3K | <0.01% | +23.6% |
| 46 | MANGROVE PARTNERS IM#46 · 15,091 sh | 15,091 | $362.9K | 0.02% | -32.9% |
| 47 | Dockside#47 · 13,852 sh | 13,852 | $333.1K | 0.08% | New |
| 48 | Bank of New York Mellon#48 · 13,577 sh | 13,577 | $326.5K | <0.01% | -7.6% |
| 49 | BNP PARIBAS FINANCIAL MARKETS#49 · 11,493 sh | 11,493 | $276.4K | <0.01% | +894.2% |
| 50 | Jump Financial#50 · 11,374 sh | 11,374 | $273.5K | <0.01% | -51.7% |
| 51 | Walleye Capital#51 · 10,885 sh | 10,885 | $261.8K | <0.01% | New |
| 52 | BARCLAYS PLC#52 · 10,563 sh | 10,563 | $254.0K | 0.00% | -1.5% |
| 53 | AMERICAN CENTURY COMPANIES#53 · 10,430 sh | 10,430 | $250.8K | <0.01% | +1.5% |
| 54 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#54 · 10,228 sh | 10,228 | $246.0K | <0.01% | New |
| 55 | Aquatic Capital Management#55 · 10,169 sh | 10,169 | $244.6K | <0.01% | -37.4% |
| 56 | Americana Partners#56 · 10,000 sh | 10,000 | $240.5K | <0.01% | 0.0% |
| 57 | GSA CAPITAL PARTNERS LLP#57 · 8,996 sh | 8,996 | $216.0K | 0.01% | New |
| 58 | ROYAL BANK OF CANADA#58 · 6,391 sh | 6,391 | $153.0K | 0.00% | -1.4% |
| 59 | Vanguard Global Advisers#59 · 5,907 sh | 5,907 | $142.1K | <0.01% | 0.0% |
| 60 | EMERALD MUTUAL FUND ADVISERS#60 · 4,900 sh | 4,900 | $117.8K | <0.01% | 0.0% |
| 61 | Integrated Wealth Concepts#61 · 2,975 sh | 2,975 | $71.5K | <0.01% | New |
| 62 | Russell Investments Group, Ltd.#62 · 1,985 sh | 1,985 | $47.7K | 0.00% | +12.8% |
| 63 | WELLS FARGO & COMPANY#63 · 1,127 sh | 1,127 | $27.1K | 0.00% | New |
| 64 | FMR#64 · 1,119 sh | 1,119 | $26.9K | 0.00% | -99.3% |
| 65 | FIFTH THIRD BANCORP#65 · 896 sh | 896 | $21.5K | 0.00% | 0.0% |
| 66 | CITIGROUP#66 · 675 sh | 675 | $16.2K | 0.00% | -67.4% |
| 67 | EverSource Wealth Advisors#67 · 592 sh | 592 | $14.2K | <0.01% | New |
| 68 | US BANCORP \DE\#68 · 555 sh | 555 | $13.3K | 0.00% | 0.0% |
| 69 | PNC FINANCIAL SERVICES GROUP#69 · 500 sh | 500 | $12.0K | 0.00% | -36.9% |
| 70 | Aster Capital Management (DIFC) Ltd#70 · 328 sh | 328 | $7.9K | <0.01% | New |
| 71 | Farther Finance Advisors#71 · 313 sh | 313 | $7.5K | — | 0.0% |
| 72 | JONES FINANCIAL COMPANIES LLLP#72 · 273 sh | 273 | $6.5K | 0.00% | +122.0% |
| 73 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#73 · 131 sh | 131 | $3.3K | <0.01% | +31.0% |
| 74 | Federation des caisses Desjardins du Quebec#74 · 135 sh | 135 | $3.2K | 0.00% | 0.0% |
| 75 | Quarry#75 · 121 sh | 121 | $2.9K | <0.01% | New |
| 76 | GAMMA Investing#76 · 96 sh | 96 | $2.3K | — | New |
| 77 | Parallel Advisors#77 · 79 sh | 79 | $1.9K | 0.00% | 0.0% |
| 78 | JPMORGAN CHASE#78 · 58 sh | 58 | $1.4K | 0.00% | New |
| 79 | OSAIC#79 · 50 sh | 50 | $1.2K | 0.00% | 0.0% |
| 80 | Caitong International Asset Management , Ltd#80 · 26 sh | 26 | $625.00 | <0.01% | +766.7% |
| 81 | SRS Capital Advisors#81 · 9 sh | 9 | $216.00 | 0.00% | +200.0% |
| 82 | Tower Research Capital (TRC)#82 · 2 sh | 2 | $48.00 | 0.00% | -100.0% |
Funds that sold out of TWFG in Q2 2026 (14)
Held TWFG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Capital International Investors1,065,732 sh | 1,065,732 | $19.6M |
| Nuveen495,092 sh | 495,092 | $9.1M |
| BALYASNY ASSET MANAGEMENT L.P.170,182 sh | 170,182 | $3.1M |
| Lighthouse Investment Partners59,909 sh | 59,909 | $1.1M |
| HRT FINANCIAL45,555 sh | 45,555 | $837.0K |
| TD ASSET MANAGEMENT40,208 sh | 40,208 | $739.4K |
| AXQ CAPITAL28,353 sh | 28,353 | $521.4K |
| Magnetar Financial21,683 sh | 21,683 | $398.8K |
| 1832 Asset Management L.P.16,962 sh | 16,962 | $311.9K |
| Squarepoint Ops16,878 sh | 16,878 | $310.4K |
| SEI INVESTMENTS12,473 sh | 12,473 | $229.4K |
| QUADRANT CAPITAL GROUP4,714 sh | 4,714 | $92.2K |
| ACADIAN ASSET MANAGEMENT1,156 sh | 1,156 | $21.0K |
| Rachor Investment Advisory Services6 sh | 6 | $111.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.