$TWFG

$27.25 -$1.78 (6.13%) Close

$TWFG Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 13.1M shares outstanding

Who owns TWFG?

By type of holder

Institutions 69.6% Insiders 0.0% Everyone else 30.4%

Concentration Top 10 holders own 44.1%

T. Rowe Price Investment Management, Inc. 5.8% · Bamco Inc /ny/ 8.7%

Institutional ownership

69.6%

-14.7 pts vs last qtr

Institutional holders

-4 vs last qtr

Net shares bought

−1.9M

by institutions in Q2 2026

New / sold out

11 / 15

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Franklin Resources Inc +771.9K
Jane Street Group, LLC +184.2K

Biggest sellers in Q2 2026

T. Rowe Price Investment Management, Inc. −1.3M
Capital International Investors SOLD OUT −1.1M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for TWFG, Inc. in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2024–FY2025

+0.8%

+0.79% a year

Each share's claim on the business

−0.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $6.8M

over 2 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years75% Under 1 year25%

Quarterly turnover

27.4%

of institutional shares changed hands

Top 10 managers, median time held

1.8 years

Super Investors

Investment managers reporting TWFG on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
TR T. Rowe Price Investment Management, Inc.	753.7K	5.75%	−1.3M (−64.1%)	2024	0.0%
Shares held by quarter Peak holding3.2M (Q4'25) Change over 8 quarters−384.8K Share of the company5.750% T. Rowe Price Investment Management, Inc.'s full portfolio →
B/ Bamco Inc /ny/	1.1M	8.67%	−8 (−0.0%)	2024	0.0%
Shares held by quarter Peak holding1.1M (Q1'26) Change over 8 quarters+406.3K Share of the company8.670% Bamco Inc /ny/'s full portfolio →

T. Rowe Price Investment Management, Inc.

753.7K

% of company

5.75%

Change vs last qtr

−1.3M (−64.1%)

Held since

2024

Bamco Inc /ny/

1.1M

% of company

8.67%

Change vs last qtr

−8 (−0.0%)

Held since

2024

28 more super investors behind a free account

See every manager holding TWFG, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting TWFG on Form N-PORT; together they hold 47.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
BD Baron Discovery Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	$22.5M	935.0K	7.14%	1.23%	June 30, 2026
SW SMALLCAP World Fund Inc SMALLCAP World Fund Inc	$19.6M	1.1M	8.14%	0.02%	March 31, 2026

Baron Discovery Fund

BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)

Position value

$22.5M

% of company

7.14%

% of the fund

1.23%

As of

June 30, 2026

SMALLCAP World Fund Inc

Position value

$19.6M

% of company

8.14%

% of the fund

0.02%

As of

March 31, 2026

23 more funds behind a free account

See every fund holding TWFG, Inc. and how much of the fund the position is.

Comments