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 %
XT
51
XTX Topco
Cayman Islands
$521K +$521K +14,899 New
PP
52
PDT Partners
New York
$492K -$99.1K -2,830 -17%
SSA
53
Schonfeld Strategic Advisors
New York
$454K +$169K +4,821 +59%
HF
54
HRT Financial
New York
$399K +$399K +11,413 New
Franklin Resources
55
Franklin Resources
California
$350K – – –
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$342K +$342K +9,762 New
SEI Investments
57
SEI Investments
Pennsylvania
$326K +$40.5K +1,157 +14%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$295K +$295K +8,417 New
Squarepoint
59
Squarepoint
New York
$281K +$281K +8,039 New
GCM
60
Graham Capital Management
Connecticut
$267K -$84.3K -2,409 -24%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$242K -$717K -20,495 -75%
VF
62
Virtu Financial
New York
$228K +$228K +6,523 New
Man Group
63
Man Group
United Kingdom
$223K +$223K +6,371 New
SF
64
Symphony Financial
Texas
$209K +$209K +6,049 New
Charles Schwab
65
Charles Schwab
California
$203K +$203K +5,800 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$199K +$151K +4,305 +317%
SOW
67
State of Wyoming
Wyoming
$182K +$53.7K +1,535 +42%
EMFAT
68
Emerald Mutual Fund Advisers Trust
Pennsylvania
$172K – – –
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$155K +$155K +4,435 New
QT
70
Quantbot Technologies
New York
$142K +$48.8K +1,395 +52%
US Bancorp
71
US Bancorp
Minnesota
$54.3K +$54.3K +1,550 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$35K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$22.6K +$5.15K +147 +29%
Raymond James Financial
74
Raymond James Financial
Florida
$17.5K +$17.5K +500 New
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$15K +$15K +429 New
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3
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