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TWFG

TWFG Inc

82 hedge funds and large institutions have $219M invested in TWFG Inc in 2026 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

8% more capital invested

Capital invested by funds: $203M → $219M (+$16.3M)

3.3% less ownership

Funds ownership: 73.41%70.12% (-3.3%)

4% less funds holding

Funds holding: 8582 (-3)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
34
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change

TWFG Hedge Fund Activity: Q2 2026 in Review

82 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in TWFG Inc (TWFG) for Q2 2026, worth a combined $219M — up 8% from $203M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of TWFG and 12 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 34 added.

The largest buyer was Franklin Resources, adding an estimated $15.2M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $26.4M.

  • 82 institutional investors held TWFG Inc (TWFG) as of Q2 2026, down from 85 in Q1 2026.
  • Funds reported $219M of TWFG Inc stock for Q2 2026, up 8% quarter-over-quarter.
  • 12 funds opened new TWFG Inc positions in Q2 2026 and 14 closed out, a net change of -2 holders.
  • The largest TWFG Inc buyer in Q2 2026 was Franklin Resources, an estimated $15.2M added.
  • The largest TWFG Inc seller in Q2 2026 was T. Rowe Price Investment Management, an estimated $26.4M sold.

Based on aggregated 13F filings for Q2 2026.