Twfg, Inc. 13F holders
81 funds reported a position in Twfg, Inc. in their 13F for the quarter ended 30 June 2026, together 9.1 million shares worth $219.1 million. Against the quarter before, 10 opened a position, 34 added, 23 trimmed and 14 sold out; together they sold a net 1.9 million shares. The largest holders: Bamco Inc., Franklin Resources Inc. and T. Rowe Price Investment Management, Inc.
Funds holding81-4 on Q1 2026
Shares they held9.1Mworth $219.1 million
Net sold on the quarter1.9M sharesabout $46.6 million at the funds' values
Funds buying to selling44 to 37opened or added, to cut or sold
Opened 10Added 34Held 14Trimmed 23Sold out 14
What each fund did in TWFG against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in TWFG in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 8 reported a position in Twfg, Inc.: 3 opened one, 1 added, 3 trimmed and 1 sold out, a net 47,311 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Argent Capital Management LLC | +40,954 | 40,954 | new | 13F |
| Symphony Financial, Ltd. Co. | -13,000 | 26,089 | trimmed | 13F |
| Y-Intercept (Hong Kong) Ltd | +12,059 | 12,059 | new | 13F |
| State of Wyoming | +7,582 | 7,582 | new | 13F |
| Farther Finance Advisors, LLC | -155 | 158 | trimmed | 13F |
| Gamma Investing LLC | +5 | 101 | added | 13F |
| Caitong International Asset Management Co., Ltd | -3 | 23 | trimmed | 13F |
| International Assets Investment Management, LLC | -131 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 8 reported a position in Twfg, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Two Sigma Investments, 372,365 shares worth $9.0 million, 0.0% of its reported book. In the quarter, 4 funds added or opened a position and 3 trimmed or sold out; together they bought a net 169,384 shares, about $4.1 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Two Sigma Investments | 372,365 | $9.0 million | 0.0% | +167,152 | added | 30 June 2026 | 13F |
| Alyeska | 215,778 | $5.2 million | 0.0% | no change | held | 30 June 2026 | 13F |
| Citadel Advisors | 214,589 | $5.2 million | 0.0% | +105,087 | added | 30 June 2026 | 13F |
| Geode Capital Management | 174,213 | $4.2 million | 0.0% | -7,879 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 149,900 | $3.6 million | 0.0% | +31,573 | added | 30 June 2026 | 13F |
| Point72 Asset Management | 135,139 | $3.3 million | 0.0% | +70,471 | added | 30 June 2026 | 13F |
| Millennium Management | 60,048 | $1.4 million | 0.0% | -46,858 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 1,119 | $26,917 | 0.0% | -150,162 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Bamco Inc. | 1,135,091 | 12.46% | $27.3 million | 0.04% | -8 | 13F |
| Franklin Resources Inc. | 781,912 | 8.58% | $18.8 million | 0.00% | +771,912 | 13F |
| T. Rowe Price Investment Management, Inc. | 753,680 | 8.27% | $18.1 million | 0.01% | -1,345,618 | 13F |
| Giverny Capital Inc. | 652,452 | 7.16% | $15.7 million | 0.53% | +100,345 | 13F |
| Central Securities Corp | 500,000 | 5.49% | $12.0 million | 0.90% | no change | 13F |
| Vanguard Capital Management LLC | 489,244 | 5.37% | $11.8 million | 0.00% | -81,293 | 13F |
| Marshall Wace, LLP | 408,732 | 4.49% | $9.8 million | 0.01% | +141,904 | 13F |
| Two Sigma Investments, LP | 372,365 | 4.09% | $9.0 million | 0.01% | +167,152 | 13F |
| Jane Street Group, LLC | 353,216 | 3.88% | $8.5 million | 0.01% | +184,211 | 13F |
| Riverbridge Partners LLC | 332,658 | 3.65% | $8.0 million | 0.22% | -216,956 | 13F |
| BlackRock, Inc. | 222,376 | 2.44% | $5.3 million | 0.00% | +35,039 | 13F |
| Gilder Gagnon Howe & Co. LLC | 221,180 | 2.43% | $5.3 million | 0.06% | -2,459 | 13F |
| Alyeska Investment Group, L.P. | 215,778 | 2.37% | $5.2 million | 0.01% | no change | 13F |
| Citadel Advisors LLC | 214,589 | 2.36% | $5.2 million | 0.00% | +105,087 | 13F |
| Ascent Group, LLC | 212,310 | 2.33% | $5.1 million | 0.15% | +37,868 | 13F |
| Geode Capital Management, LLC | 174,213 | 1.91% | $4.2 million | 0.00% | -7,879 | 13F |
| Renaissance Technologies LLC | 149,900 | 1.65% | $3.6 million | 0.01% | +31,573 | 13F |
| Gillson Capital LP | 148,665 | 1.63% | $3.6 million | 0.21% | +20,000 | 13F |
| Point72 Asset Management, L.P. | 135,139 | 1.48% | $3.3 million | 0.01% | +70,471 | 13F |
| Morgan Stanley | 127,879 | 1.40% | $3.1 million | 0.00% | +16,353 | 13F |
| Goldman Sachs Group Inc. | 114,678 | 1.26% | $2.8 million | 0.00% | -8,154 | 13F |
| Tudor Investment Corp. Et Al | 102,591 | 1.13% | $2.5 million | 0.01% | +73,426 | 13F |
| Dimensional Fund Advisors LP | 93,734 | 1.03% | $2.3 million | 0.00% | +26,122 | 13F |
| Trexquant Investment LP | 87,370 | 0.96% | $2.1 million | 0.01% | +49,991 | 13F |
| Bank of America Corp. | 84,570 | 0.93% | $2.0 million | 0.00% | +30,459 | 13F |
| Victory Capital Management Inc. | 82,675 | 0.91% | $2.0 million | 0.00% | +10,765 | 13F |
| Vanguard Fiduciary Trust Co. | 82,554 | 0.91% | $2.0 million | 0.00% | +571 | 13F |
| Qube Research & Technologies Ltd | 68,450 | 0.75% | $1.6 million | 0.00% | -4,485 | 13F |
| XTX Topco Ltd | 67,439 | 0.74% | $1.6 million | 0.02% | +21,653 | 13F |
| State Street Corp. | 66,566 | 0.73% | $1.6 million | 0.00% | no change | 13F |
| Schonfeld Strategic Advisors LLC | 61,728 | 0.68% | $1.5 million | 0.01% | +12,029 | 13F |
| Millennium Management LLC | 60,048 | 0.66% | $1.4 million | 0.00% | -46,858 | 13F |
| Price T Rowe Associates Inc. | 45,064 | 0.49% | $1.1 million | 0.00% | +4,605 | 13F |
| UBS Group AG | 43,698 | 0.48% | $1.1 million | 0.00% | -38,487 | 13F |
| Symphony Financial, Ltd. Co. | 39,089 | 0.43% | $942,436 | 0.10% | +23,682 | 13F |
| Raymond James Financial Inc. | 31,350 | 0.34% | $753,968 | 0.00% | +1,775 | 13F |
| Northern Trust Corp. | 31,116 | 0.34% | $748,340 | 0.00% | -9,015 | 13F |
| Quantbot Technologies LP | 28,534 | 0.31% | $686,243 | 0.03% | +21,427 | 13F |
| Dynamic Technology Lab Private Ltd | 28,404 | 0.31% | $683,000 | 0.15% | -992 | 13F |
| D. E. Shaw & Co., Inc. | 28,178 | 0.31% | $677,681 | 0.00% | new | 13F |
| Blalock Williams, LLC | 22,911 | 0.25% | $551,010 | 0.36% | +2,978 | 13F |
| State of Wisconsin Investment Board | 21,008 | 0.23% | $505,242 | 0.00% | -2,315 | 13F |
| Brasada Capital Management, LP | 19,419 | 0.21% | $467,027 | 0.08% | -52,680 | 13F |
| Centiva Capital, LP | 18,559 | 0.20% | $446,344 | 0.01% | +7,609 | 13F |
| Envestnet Asset Management Inc. | 16,145 | 0.18% | $388,287 | 0.00% | +3,087 | 13F |
| Mangrove Partners Im, LLC | 15,091 | 0.17% | $362,939 | 0.02% | -7,407 | 13F |
| Dockside LLC | 13,852 | 0.15% | $333,141 | 0.08% | 13F | |
| Bank of New York Mellon Corp | 13,577 | 0.15% | $326,527 | 0.00% | -1,114 | 13F |
| BNP Paribas Financial Markets | 11,493 | 0.13% | $276,407 | 0.00% | +10,337 | 13F |
| Jump Financial, LLC | 11,374 | 0.12% | $273,545 | 0.00% | -12,199 | 13F |
The 50 largest of the 81 funds that reported a position in TWFG in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 14 August 2026 | 13G/A | Richard F. Bunch III and 5 others | 34.3 million | 0.7% | 30 June 2026 | passive, other (13d-1(d)) | EDGAR |
| 14 August 2026 | 13G/A | Bamco Inc and 9 others | 1.1 million | 8.7% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 12 August 2026 | 13G/A | Capital International Investors and 1 other | 0 | 0.0% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 28 July 2026 | 13G | Franklin Resources, Inc. and 7 others | 781,912 | 6.0% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 8 July 2026 | 13G/A | T. Rowe Price Investment Management, Inc. and 1 other | 753,680 | 5.8% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 18 May 2026 | 13G/A | AllianceBernstein L.P. and 1 other | 0 | 0.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 15 May 2026 | 13G/A | T. Rowe Price Investment Management, Inc. and 1 other | 2.1 million | 14.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 15 May 2026 | 13G/A | Bamco Inc and 9 others | 1.1 million | 7.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 6 May 2026 | 13G/A | FMR LLC and 3 others | 151,281 | 1.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 February 2026 | 13G | Capital International Investors and 1 other | 958,490 | 6.4% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 14 November 2025 | 13G/A | T. Rowe Price Investment Management, Inc. and 1 other | 2.8 million | 18.8% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 5 November 2025 | 13G/A | FMR LLC and 3 others | 1.1 million | 7.3% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 29 September 2026 | 2,312 | $24.16 | SEC |
| 18 September 2026 | 322 | $27.28 | SEC |
| 4 September 2026 | 2,639 | $29.28 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.