TWFG, Inc.
Total Trades
1
Buys
1
Sells
0
Largest Trade
$15K–$50K
Insiders
1
Institutional Funds
45
Inst. Value
$1M+
Activist Filings
22
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Benes Julie E. | General Counsel an… | BUY | $15K–$50K | 950 | $33.53 | Nov 26, 2024 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 45 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 1.1M | $1M+ | SH |
| Capital International Investors | 958K | $1M+ | SH |
| RIVERBRIDGE PARTNERS LLC | 594K | $1M+ | SH |
| VANGUARD GROUP INC | 567K | $1M+ | SH |
| Nuveen, LLC | 495K | $1M+ | SH |
| CENTRAL SECURITIES CORP | 475K | $1M+ | SH |
| Giverny Capital Inc. | 332K | $1M+ | SH |
| LORD, ABBETT & CO. LLC | 256K | $1M+ | SH |
| Alyeska Investment Group, L.P. | 216K | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 205K | $1M+ | SH |
| Gillson Capital LP | 169K | $1M+ | SH |
| BRASADA CAPITAL MANAGEMENT, LP | 161K | $1M+ | SH |
| Grandeur Peak Global Advisors, LLC | 116K | $1M+ | SH |
| VICTORY CAPITAL MANAGEMENT INC | 80K | $1M+ | SH |
| TD ASSET MANAGEMENT INC | 68K | $1M+ | SH |
| STATE STREET CORP | 64K | $1M+ | SH |
| ROYCE & ASSOCIATES LP | 57K | $1M+ | SH |
| GOLDMAN SACHS GROUP INC | 53K | $1M+ | SH |
| UBS Group AG | 45K | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 39K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Capital International Investors
SC 13G · Feb 13, 2026
6.4%
958K shares
T. Rowe Price Investment Management, Inc.
SC 13G/A · Nov 14, 2025
18.8%
2.8M shares
SC 13G/A · Nov 5, 2025
7.3%
1.1M shares
T. Rowe Price Investment Management, Inc.
SC 13G/A · Aug 14, 2025
16.5%
2.5M shares
Capital International Investors
SC 13G/A · Aug 13, 2025
3.5%
515K shares
SC 13G/A · May 14, 2025
7.9%
1.2M shares
T. Rowe Price Associates, Inc.
SC 13G/A · May 14, 2025
0.2%
28K shares
T. Rowe Price Associates, Inc.
SC 13G/A · May 14, 2025
0.2%
28K shares
T. Rowe Price Investment Management, Inc.
SC 13G/A · May 14, 2025
13.3%
2.0M shares
SC 13G/A · May 12, 2025
5.9%
878K shares
Capital International Investors
SC 13G · Feb 14, 2025
5.9%
879K shares
SC 13G · Feb 14, 2025
5.4%
800K shares
TIAA-CREF Investment Management, LLC
SC 13G/A · Feb 13, 2025
4.8%
712K shares
SC 13G/A · Feb 12, 2025
7.2%
1.1M shares
T. Rowe Price Investment Management, Inc.
SC 13G/A · Jan 8, 2025
10.5%
1.6M shares
SC 13G · Nov 15, 2024
6.3%
940K shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G · Nov 14, 2024
7.7%
1.1M shares
T. ROWE PRICE ASSOCIATES, INC. 52-0556948
SC 13G · Nov 14, 2024
6.3%
935K shares
TIAA CREF INVESTMENT MANAGEMENT LLC (Filed by)
SC 13G · Nov 14, 2024
0.0%
0 shares
COLLEGE RETIREMENT EQUITIES FUND (Filed by)
SC 13G · Nov 14, 2024
0.0%
0 shares
SC 13G · Nov 12, 2024
71.0%
34.6M shares
SC 13G · Nov 12, 2024
8.7%
1.3M shares