THE WOODLANDS, TX
TWFG, INC.TWFG— Latest position per institution from SEC 13F filings
15
Institutional holders
11.08M
Total shares held
250.52M
Estimated value
554.02K
Avg. position size
BAMCO INC /NY/
CIK 1017918
Shares
1.14M
Value
27.30M
Filed
Jun 30, 2026
ALLIANCEBERNSTEIN L.P.
CIK 1109448
Shares
1.08M
Value
31.11M
Filed
Dec 31, 2025
CAPITAL INTERNATIONAL INVESTORS
CIK 1562230
Shares
1.07M
Value
19.60M
Filed
Mar 31, 2026
FRANKLIN TEMPLETON INC
CIK 38777
Shares
781.91K
Value
18.80M
Filed
Jun 30, 2026
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.
CIK 1897612
Shares
753.68K
Value
18.13K
Filed
Jun 30, 2026
NUVEEN ASSET MANAGEMENT, LLC
CIK 1521019
Shares
711.89K
Value
21.93M
Filed
Dec 31, 2024
VANGUARD GROUP INC
CIK 102909
Shares
654.63K
Value
18.83M
Filed
Dec 31, 2025
GIVERNY CAPITAL INC.
CIK 1641864
Shares
652.45K
Value
15.69M
Filed
Jun 30, 2026
CENTRAL SECURITIES CORP
CIK 18748
Shares
500K
Value
12.03M
Filed
Jun 30, 2026
NUVEEN, LLC
CIK 1871926
Shares
495.09K
Value
9.10M
Filed
Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
489.24K
Value
11.77M
Filed
Jun 30, 2026
MARSHALL WACE, LLP
CIK 1318757
Shares
408.73K
Value
9.83M
Filed
Jun 30, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC
CIK 938206
Shares
377.14K
Value
13.20M
Filed
Jun 30, 2025
TWO SIGMA INVESTMENTS, LP
CIK 1179392
Shares
372.37K
Value
8.96M
Filed
Jun 30, 2026
JANE STREET GROUP, LLC
CIK 1595888
Shares
353.22K
Value
8.49M
Filed
Jun 30, 2026
RIVERBRIDGE PARTNERS LLC
CIK 1112325
Shares
332.66K
Value
8M
Filed
Jun 30, 2026
LORD, ABBETT & CO. LLC
CIK 728100
Shares
255.76K
Value
7.36K
Filed
Dec 31, 2025
BLACKROCK, INC.
CIK 2012383
Shares
222.38K
Value
5.35M
Filed
Jun 30, 2026
GILDER GAGNON HOWE & CO LLC
CIK 902464
Shares
221.18K
Value
5.32M
Filed
Jun 30, 2026
ALYESKA INVESTMENT GROUP, L.P.
CIK 1453072
Shares
215.78K
Value
5.19M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BAMCO INC /NY/ | 1017918 | 1.14M | 27.30M | Jun 30, 2026 |
| 2 | ALLIANCEBERNSTEIN L.P. | 1109448 | 1.08M | 31.11M | Dec 31, 2025 |
| 3 | CAPITAL INTERNATIONAL INVESTORS | 1562230 | 1.07M | 19.60M | Mar 31, 2026 |
| 4 | FRANKLIN TEMPLETON INC | 38777 | 781.91K | 18.80M | Jun 30, 2026 |
| 5 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1897612 | 753.68K | 18.13K | Jun 30, 2026 |
| 6 | NUVEEN ASSET MANAGEMENT, LLC | 1521019 | 711.89K | 21.93M | Dec 31, 2024 |
| 7 | VANGUARD GROUP INC | 102909 | 654.63K | 18.83M | Dec 31, 2025 |
| 8 | GIVERNY CAPITAL INC. | 1641864 | 652.45K | 15.69M | Jun 30, 2026 |
| 9 | CENTRAL SECURITIES CORP | 18748 | 500K | 12.03M | Jun 30, 2026 |
| 10 | NUVEEN, LLC | 1871926 | 495.09K | 9.10M | Mar 31, 2026 |
| 11 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 489.24K | 11.77M | Jun 30, 2026 |
| 12 | MARSHALL WACE, LLP | 1318757 | 408.73K | 9.83M | Jun 30, 2026 |
| 13 | DRIEHAUS CAPITAL MANAGEMENT LLC | 938206 | 377.14K | 13.20M | Jun 30, 2025 |
| 14 | TWO SIGMA INVESTMENTS, LP | 1179392 | 372.37K | 8.96M | Jun 30, 2026 |
| 15 | JANE STREET GROUP, LLC | 1595888 | 353.22K | 8.49M | Jun 30, 2026 |
| 16 | RIVERBRIDGE PARTNERS LLC | 1112325 | 332.66K | 8M | Jun 30, 2026 |
| 17 | LORD, ABBETT & CO. LLC | 728100 | 255.76K | 7.36K | Dec 31, 2025 |
| 18 | BLACKROCK, INC. | 2012383 | 222.38K | 5.35M | Jun 30, 2026 |
| 19 | GILDER GAGNON HOWE & CO LLC | 902464 | 221.18K | 5.32M | Jun 30, 2026 |
| 20 | ALYESKA INVESTMENT GROUP, L.P. | 1453072 | 215.78K | 5.19M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.