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Filings
Ownership
Valuation
Ownership — TWFG
Institutional Holdings
Insider Transactions
US Institutional Ownership
62.4%
Institution
Shares
Value
Ownership %
Change
Filing Date
BAMCO INC /NY/
1.14M
$27.0M
8.11%
-8
2026-06-30
FRANKLIN RESOURCES INC
781.9K
$18.0M
5.58%
+771.9K
2026-06-30
T. Rowe Price Investment Management, Inc.
753.7K
$18.0M
5.38%
-1.35M
2026-06-30
Giverny Capital Inc.
652.5K
$15.0M
4.66%
+100.3K
2026-06-30
Central Securities Corp
500.0K
$12.0M
3.57%
--
2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC
489.2K
$11.0M
3.49%
-81.3K
2026-06-30
MARSHALL WACE, LLP
408.7K
$9.0M
2.92%
+141.9K
2026-06-30
TWO SIGMA INVESTMENTS, LP
372.4K
$8.0M
2.66%
--
2026-06-30
JANE STREET GROUP, LLC
353.2K
$8.0M
2.52%
+184.2K
2026-06-30
BlackRock, Inc.
222.4K
$5.0M
1.59%
+35.0K
2026-06-30
GILDER GAGNON HOWE & CO LLC
221.2K
$5.0M
1.58%
-2.5K
2026-06-30
Alyeska Investment Group, L.P.
215.8K
$5.0M
1.54%
--
2026-06-30
CITADEL ADVISORS LLC
214.6K
$5.0M
1.53%
+105.1K
2026-06-30
Ascent Group, LLC
212.3K
$5.0M
1.52%
+37.9K
2026-06-30
GEODE CAPITAL MANAGEMENT, LLC
174.2K
$4.0M
1.24%
-7.9K
2026-06-30
RENAISSANCE TECHNOLOGIES LLC
149.9K
$3.0M
1.07%
+31.6K
2026-06-30
Gillson Capital LP
148.7K
$3.0M
1.06%
+20.0K
2026-06-30
Point72 Asset Management, L.P.
135.1K
$3.0M
0.97%
+70.5K
2026-06-30
MORGAN STANLEY
127.9K
$3.0M
0.91%
+16.4K
2026-06-30
GOLDMAN SACHS GROUP INC
114.7K
$2.0M
0.82%
-8.2K
2026-06-30
TUDOR INVESTMENT CORP ET AL
102.6K
$2.0M
0.73%
+73.4K
2026-06-30
DIMENSIONAL FUND ADVISORS LP
93.7K
$2.0M
0.67%
+26.1K
2026-06-30
Trexquant Investment LP
87.4K
$2.0M
0.62%
+50.0K
2026-06-30
BANK OF AMERICA CORP /DE/
84.6K
$2.0M
0.60%
+30.5K
2026-06-30
VICTORY CAPITAL MANAGEMENT INC
82.7K
$1.0M
0.59%
+10.8K
2026-06-30
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