TWFG

TWFG, Inc. Common Stock
TWFG

Overview Fund Activity

76 hedge funds and large institutions have $365M invested in TWFG, Inc. Common Stock in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+14
Holders Change %
+22.58%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
19
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$47.9M
2
Capital International Investors
2
Capital International Investors
California
$27.1M
3
UBS Group
3
UBS Group
Switzerland
$4.97M
4
BAMCO Inc
4
BAMCO Inc
New York
$26.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.27M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.25M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$32.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$2.74M
5
ZP
5
Zimmer Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMAM
51
Picton Mahoney Asset Management
Ontario, Canada
$462K -$61.6K -2,000 -12%
BFM
52
Boothbay Fund Management
New York
$418K -$137K -4,462 -25%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$410K +$410K +13,315 New
SEI Investments
54
SEI Investments
Pennsylvania
$405K +$146K +4,747 +56%
Jane Street
55
Jane Street
New York
$351K +$351K +11,390 New
PD
56
Point72 (DIFC)
United Arab Emirates
$339K +$339K +10,997 New
SF
57
Symphony Financial
Texas
$336K – – –
Franklin Resources
58
Franklin Resources
California
$308K – – –
Norges Bank
59
Norges Bank
Norway
$297K +$297K +9,631 New
OQS
60
Occudo Quantitative Strategies
Florida
$285K +$285K +9,242 New
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$282K +$282K +9,153 New
YIH
62
Y-Intercept (HK)
Hong Kong
$244K +$244K +7,912 New
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$220K +$66.6K +2,167 +43%
Janus Henderson Group
64
Janus Henderson Group
United Kingdom
$211K +$211K +6,866 New
QC
65
Quadrature Capital
United Kingdom
$202K +$202K +6,552 New
QT
66
Quantbot Technologies
New York
$167K +$61K +1,981 +58%
SIM
67
Sandia Investment Management
Massachusetts
$154K -$154K -5,000 -50%
EMFAT
68
Emerald Mutual Fund Advisers Trust
Pennsylvania
$151K – – –
Bank of America
69
Bank of America
North Carolina
$118K -$277K -8,999 -70%
TRCT
70
Tower Research Capital (TRC)
New York
$99.6K +$72.9K +2,368 +274%
VWM
71
Venturi Wealth Management
Texas
$86.2K +$86.2K +2,800 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$31K – – –
RS
73
R Squared
Hong Kong
$15.7K +$15.7K +510 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$15.4K – – –
MA
75
MCF Advisors
Kentucky
$4.1K – – –
1 2
3
4