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TWFG

TWFG Inc
TWFG

85 hedge funds and large institutions have $203M invested in TWFG Inc in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

21% more funds holding

Funds holding: 70 → 85 (+15)

7.41% less ownership

Funds ownership: 80.82% → 73.41% (-7.4%)

42% less capital invested

Capital invested by funds: $349M → $203M (-$146M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $221K

Holders
85
Holders Change
+15
Holders Change %
+21.43%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
25
Reduced
18
Closed
12
Calls
–
Puts
$221K
Net Calls
-$221K
Net Calls Change
-$221K

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$5.91M
2
GC
Giverny Capital
Quebec, Canada
+$4.88M
3
BAMCO Inc
BAMCO Inc
New York
+$4M
4
Two Sigma Investments
Two Sigma Investments
New York
+$3.81M
5
Jane Street
Jane Street
New York
+$3.74M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$31.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.2M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$16.6M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$7.36M
5
GPGA
Grandeur Peak Global Advisors
Utah
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFT
26
Vanguard Fiduciary Trust
Pennsylvania
$1.51M +$1.82M +81,983 New
BCM
27
Brasada Capital Management
Texas
$1.34M -$1.96M -88,688 -55%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$1.34M +$1.01M +45,499 +166%
Victory Capital Management
29
Victory Capital Management
Texas
$1.32M -$187K -8,430 -10%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$1.24M +$1.5M +67,612 New
State Street
31
State Street
Massachusetts
$1.22M +$48.7K +2,200 +3%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$1.19M +$1.43M +64,668 New
LIP
33
Lighthouse Investment Partners
Florida
$1.1M +$1.33M +59,909 New
Bank of America
34
Bank of America
North Carolina
$995K +$253K +11,415 +27%
SSA
35
Schonfeld Strategic Advisors
New York
$914K +$506K +22,851 +85%
XT
36
XTX Topco
Cayman Islands
$842K +$1.01M +45,786 New
HF
37
HRT Financial
New York
$837K +$1.01M +45,555 New
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$745K +$165K +7,441 +23%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$739K -$609K -27,496 -41%
Northern Trust
40
Northern Trust
Illinois
$738K -$477K -21,530 -35%
TI
41
Trexquant Investment
Connecticut
$687K +$828K +37,379 New
Raymond James Financial
42
Raymond James Financial
Florida
$544K -$54.3K -2,451 -8%
DTL
43
Dynamic Technology Lab
Singapore
$541K +$291K +13,144 +81%
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$536K +$646K +29,165 New
AC
45
AXQ Capital
New Jersey
$521K +$628K +28,353 New
JF
46
Jump Financial
Illinois
$434K +$522K +23,573 New
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$429K -$51.3K -2,318 -9%
MP
48
Mangrove Partners
Connecticut
$414K +$498K +22,498 New
MF
49
Magnetar Financial
Illinois
$399K +$480K +21,683 New
BW
50
Blalock Williams
Alabama
$367K +$177K +7,991 +67%
1
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TWFG Hedge Fund Activity: Q1 2026 in Review

85 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in TWFG Inc (TWFG) for Q1 2026, worth a combined $203M — down 42% from $349M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TWFG positions and 12 closed out — a net gain of 16 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $5.91M. The largest seller was AllianceBernstein, exiting entirely with an estimated $31.1M sold.

  • 85 institutional investors held TWFG Inc (TWFG) as of Q1 2026, up from 70 in Q4 2025.
  • Funds reported $203M of TWFG Inc stock for Q1 2026, down 42% quarter-over-quarter.
  • 28 funds opened new TWFG Inc positions in Q1 2026 and 12 closed out, a net change of +16 holders.
  • The largest TWFG Inc buyer in Q1 2026 was Marshall Wace, an estimated $5.91M added.
  • The largest TWFG Inc seller in Q1 2026 was AllianceBernstein, an estimated $31.1M sold.

Based on aggregated 13F filings for Q1 2026.