TWFG TWFG, Inc.: institutional ownership and insider trading
87 funds reported holding $261M of TWFG, Inc. in their latest 13F filings; in Q2 2026 funds net sold $46.5M, with 10 new positions and 14 funds selling out; over the last 12 months insiders bought $3.35M and sold $0 on the open market.
Famous investors holding TWFG
- Two Sigma (Two Sigma Investments): $8.96M, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $5.16M, 0.0% of the portfolio
- Renaissance Technologies (Renaissance Technologies): $3.61M, 0.0% of the portfolio
- Izzy Englander (Millennium Management): $1.44M, 0.0% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $678K, 0.0% of the portfolio
Largest institutional holders of TWFG
- BAMCO INC /NY/ — $27.3M
- Nuveen Asset Management, LLC — $21.9M
- VANGUARD GROUP INC — $18.8M
- FRANKLIN RESOURCES INC (BEN) — $18.8M
- T. Rowe Price Investment Management, Inc. — $18.1M
- Giverny Capital Inc. — $15.7M
- CENTRAL SECURITIES CORP (CET) — $12.0M
- VANGUARD CAPITAL MANAGEMENT LLC — $11.8M
- MARSHALL WACE, LLP — $9.83M
- TWO SIGMA INVESTMENTS, LP — $8.96M
Recent TWFG insider trades
- Jun 5, 2026: Doak Michael bought 7,865 shares ($153K)
- Jun 4, 2026: Doak Michael bought 33,994 shares ($638K)
- Jun 2, 2026: Doak Michael bought 33,000 shares ($637K)
- May 29, 2026: Doak Michael bought 22,330 shares ($421K)
5%+ owners
- Baron Capital Group, Inc.: 8.7% (Schedule 13G/A, filed Aug 14, 2026)
- Franklin Resources, Inc.: 6.0% (Schedule 13G, filed Jul 28, 2026)
- T. Rowe Price Investment Management, Inc.: 5.8% (Schedule 13G/A, filed Jul 8, 2026)