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 %
FHA
76
First Horizon Advisors
Tennessee
$10.8K +$10.8K +309 New
TRCT
77
Tower Research Capital (TRC)
New York
$9.52K +$9.52K +272 New
MA
78
MCF Advisors
Kentucky
$6.41K +$1.75K +50 +38%
PPC
79
Park Place Capital
Alabama
$3.43K +$3.43K +98 New
ICM
80
Islay Capital Management
Texas
$350 +$350 +10 New
American Century Companies
81
American Century Companies
Missouri
– -$13M -420,881 Closed
FGP
82
Freestone Grove Partners
California
– -$5.52M -178,691 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
83
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$4.64M -150,000 Closed
AIMCA
84
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$3.21M -103,697 Closed
WP
85
Woodline Partners
California
– -$1.6M -51,674 Closed
TI
86
Trexquant Investment
Connecticut
– -$568K -18,377 Closed
OQS
87
Occudo Quantitative Strategies
Florida
– -$284K -9,318 Closed
Walleye Capital
88
Walleye Capital
New York
– -$263K -8,498 Closed
YIH
89
Y-Intercept (HK)
Hong Kong
– -$209K -6,752 Closed
ACM
90
Aster Capital Management
United Arab Emirates
– -$123K -4,062 Closed
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