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 %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$47.9M +$12.8M +415,159 +36%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$32.8M -$6.89M -223,640 -17%
AllianceBernstein
3
AllianceBernstein
Tennessee
$31.1M +$2.19M +71,106 +8%
Capital International Investors
4
Capital International Investors
California
$27.1M +$6.37M +206,969 +31%
BAMCO Inc
5
BAMCO Inc
New York
$26.8M +$4.4M +142,913 +20%
Nuveen Asset Management
6
Nuveen Asset Management
Illinois
$21.9M -$2.66M -86,325 -11%
Vanguard Group
7
Vanguard Group
Pennsylvania
$19M +$997K +32,382 +6%
American Century Companies
8
American Century Companies
Missouri
$17.2M -$153K -4,978 -0.9%
DCM
9
Driehaus Capital Management
Illinois
$11.7M -$133K -4,326 -1%
Goldman Sachs
10
Goldman Sachs
New York
$10.2M -$782K -25,394 -7%
GGHC
11
Gilder Gagnon Howe & Co
New York
$7.48M -$124K -4,041 -2%
Alyeska Investment Group
12
Alyeska Investment Group
Illinois
$7.02M -$1.63M -52,918 -19%
FGP
13
Freestone Grove Partners
California
$5.93M +$5.93M +192,557 New
BlackRock
14
BlackRock
New York
$5.63M – – –
UBS Group
15
UBS Group
Switzerland
$4.97M +$4.95M +160,832 +23,513%
Marshall Wace
16
Marshall Wace
United Kingdom
$4.69M +$1.7M +55,213 +57%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$4.64M -$1.34M -43,389 -22%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
18
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.62M – – –
GC
19
Gillson Capital
Illinois
$4.28M -$528K -17,151 -11%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$4.19M -$13K -421 -0.3%
LIP
21
Lighthouse Investment Partners
Florida
$3.9M -$1.36M -44,094 -26%
AIMCA
22
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.83M +$161K +5,215 +4%
GCM
23
Ghisallo Capital Management
Massachusetts
$3.7M – – –
NCGI
24
Next Century Growth Investors
Minnesota
$3.33M -$2.56K -83 -0.1%
Renaissance Technologies
25
Renaissance Technologies
New York
$3.27M +$3.27M +106,300 New
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