TWFG

TWFG, Inc. Common Stock
TWFG

Overview Fund Activity

80 hedge funds and large institutions have $406M invested in TWFG, Inc. Common Stock in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+10
Holders Change %
+14.29%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
32
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$85.9M
2
RP
2
Riverbridge Partners
Minnesota
$12M
3
GC
3
Giverny Capital
Quebec, Canada
$6.22M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$8.59M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$33.9M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$0
2
Capital International Investors
2
Capital International Investors
California
$18M
3
FGP
3
Freestone Grove Partners
California
$0
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Tudor Investment Corp
26
Tudor Investment Corp
Connecticut
$2.74M +$260K +7,440 +11%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$2.69M -$2.77M -79,283 -51%
Morgan Stanley
28
Morgan Stanley
New York
$2.6M -$688K -19,668 -21%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$2.51M +$123K +3,527 +5%
Goldman Sachs
30
Goldman Sachs
New York
$2.37M +$948K +27,092 +67%
TD Asset Management
31
TD Asset Management
Ontario, Canada
$2.01M +$156K +4,452 +8%
RA
32
Royce & Associates
New York
$2M – – –
State Street
33
State Street
Massachusetts
$1.95M +$31.5K +900 +2%
LIP
34
Lighthouse Investment Partners
Florida
$1.89M -$1.49M -42,609 -44%
Northern Trust
35
Northern Trust
Illinois
$1.79M +$666K +19,042 +59%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$1.77M +$38.5K +1,100 +2%
Bank of America
37
Bank of America
North Carolina
$1.77M +$1.31M +37,546 +287%
AG
38
Ascent Group
Virginia
$1.7M +$163K +4,664 +11%
ECM
39
ExodusPoint Capital Management
New York
$1.69M -$2.93M -83,593 -63%
BFM
40
Boothbay Fund Management
New York
$1.45M +$1M +28,634 +225%
SGM
41
Seven Grand Managers
New York
$1.4M +$350K +10,000 +33%
Jane Street
42
Jane Street
New York
$1.22M +$1.22M +34,831 New
Citadel Advisors
43
Citadel Advisors
Florida
$1.12M -$869K -24,840 -44%
LPL Financial
44
LPL Financial
California
$1.11M +$38.8K +1,108 +4%
UBS Group
45
UBS Group
Switzerland
$1.03M -$3.1M -88,661 -75%
William Blair & Company
46
William Blair & Company
Illinois
$997K -$99.7K -2,849 -9%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$982K -$13.7K -390 -1%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$791K – – –
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$642K +$380K +10,869 +145%
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$527K -$26.5K -758 -5%
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