13F

Stock

TWFG, Inc.

TWFG · held by 85 managers

Reported value

$160.4M

Holders

85

+25 new · −12 exited

Holders’ est. mark

−$58.2M

Price effect on 57 books still in the name

Largest holder

$20.9M

BAMCO INC /NY/

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BAMCO INC /NY/1.14M$20.9M−$9.91MCut−$6.59M
Capital International Investors1.07M$19.6M−$9.95MCut−$7.98M
VANGUARD CAPITAL MANAGEMENT LLC570.5K$10.5MHeld
Giverny Capital Inc.552.1K$10.2M−$3.44MAdded$615.7K
RIVERBRIDGE PARTNERS LLC549.6K$10.1M−$5.71MCut−$6.97M
CENTRAL SECURITIES CORP500K$9.2M−$4.93MCut−$4.47M
Nuveen, LLC495.1K$9.1M−$5.14MCut−$5.14M
MARSHALL WACE, LLP266.8K$4.91MNew
GILDER GAGNON HOWE & CO LLC223.6K$4.11M−$2.32MCut−$2.75M
Alyeska Investment Group, L.P.215.8K$3.97M−$2.24MCut−$2.24M
TWO SIGMA INVESTMENTS, LP205.2K$3.77M−$341.6KAdded$2.83M
BlackRock, Inc.187.3K$3.45M−$1.94MCut−$1.94M
GEODE CAPITAL MANAGEMENT, LLC182.1K$3.35M−$1.89MCut−$3.45M
Ascent Group, LLC174.4K$3.21M−$1.06MAdded$261.9K
Balyasny Asset Management L.P.170.2K$3.13M−$102.7KAdded$2.85M
JANE STREET GROUP, LLC169K$3.11MNew
Fidelity151.3K$2.78M−$1.57MCut−$27.9M
GOLDMAN SACHS GROUP INC122.8K$2.26M−$553.3KAdded$725.4K
Renaissance Technologies118.3K$2.18M−$406.9KAdded$1.05M
MORGAN STANLEY111.5K$2.05M−$375.8KAdded$1.01M
Citadel109.5K$2.01MNew
MILLENNIUM MANAGEMENT LLC106.9K$1.97M−$85.9KAdded$1.73M
UBS Group AG82.2K$1.51M−$476.6KAdded$190.5K
VANGUARD FIDUCIARY TRUST CO82K$1.51MHeld
BRASADA CAPITAL MANAGEMENT, LP72.1K$1.34M−$677KCut−$3.16M
Qube Research & Technologies Ltd72.9K$1.34M−$284.8KAdded$551.9K
VICTORY CAPITAL MANAGEMENT INC71.9K$1.32M−$746.4KCut−$989K
DIMENSIONAL FUND ADVISORS LP67.6K$1.24MNew
State Street66.6K$1.22M−$668.1KCut−$627.7K
Point72 Asset Management, L.P.64.7K$1.19MNew
Lighthouse Investment Partners, LLC59.9K$1.1MNew
BANK OF AMERICA CORP /DE/54.1K$995.1K−$443.2KCut−$233.3K
Schonfeld Strategic Advisors LLC49.7K$914K−$278.7KAdded$141.5K
XTX Topco Ltd45.8K$842KNew
TD Asset Management Inc40.2K$739.4K−$417.4KCut−$1.21M
NORTHERN TRUST CORP40.1K$738K−$416.6KCut−$1.04M
Trexquant Investment LP37.4K$687.4KNew
RAYMOND JAMES FINANCIAL INC29.6K$543.9K−$307KCut−$377.5K
Dynamic Technology Lab Private Ltd29.4K$540.6K−$169.1KAdded$72.6K
TUDOR INVESTMENT CORP ET AL29.2K$536.3KNew
AXQ CAPITAL, LP28.4K$521.4KNew
Jump Financial, LLC23.6K$433.5KNew
STATE OF WISCONSIN INVESTMENT BOARD23.3K$428.9K−$242.1KCut−$308.8K
MANGROVE PARTNERS IM, LLC22.5K$413.7KNew
Magnetar Financial LLC21.7K$398.8KNew
BLALOCK WILLIAMS, LLC19.9K$366.6K−$124KAdded$23K
1832 Asset Management L.P.17K$311.9K−$159.6KCut−$130.3K
Squarepoint Ops LLC16.9K$310.4KNew
Aquatic Capital Management LLC16.2K$298.6K−$15.8KAdded$254.8K
Symphony Financial, Ltd. Co.15.4K$285.6KNew
Bank of New York Mellon Corp14.7K$270.2K−$127KCut−$81.7K
ENVESTNET ASSET MANAGEMENT INC13.1K$240.1K−$135.5KCut−$198.1K
SEI INVESTMENTS CO12.5K$229.4K−$129.5KCut−$134.3K
Centiva Capital, LP10.9K$201.4KNew
BARCLAYS PLC10.7K$197.2K−$11Added$197.2K
AMERICAN CENTURY COMPANIES INC10.3K$189K−$106.7KCut−$106.7K
FRANKLIN RESOURCES INC10K$183.9K−$103.8KCut−$103.8K
Americana Partners, LLC10K$183.9KNew
Quantbot Technologies LP7.11K$130.7KNew
Tower Research Capital LLC (TRC)7.01K$128.9KNew
ROYAL BANK OF CANADA6.49K$119K−$68KCut−$88K
Vanguard Global Advisers, LLC5.91K$108.6KHeld
EMERALD MUTUAL FUND ADVISERS TRUST4.9K$90.1K−$50.9KCut−$50.9K
QUADRANT CAPITAL GROUP LLC2.36K$43.3K−$24.5KCut−$24.5K
T. Rowe Price Investment Management, Inc.2.1M$38.6K−$21.8KCut−$43.3K
CITIGROUP INC2.07K$38K−$21.5KCut−$145.3K
Russell Investments Group, Ltd.1.76K$32.4K−$14.8KCut−$8.52K
BNP PARIBAS FINANCIAL MARKETS1.16K$21.3KNew
FIFTH THIRD BANCORP896$16.5K−$9.3KCut−$9.3K
PNC Financial Services Group, Inc.793$14.6K−$8.23KCut−$8.23K
CWM, LLC703$12.9K$12.9KAdded$12.9K
US BANCORP \DE\555$10.2K−$5.76KCut−$26K
Farther Finance Advisors, LLC313$5.61K−$3.4KCut−$4.09K
Federation des caisses Desjardins du Quebec135$2.48K−$1.4KCut−$1.4K
Gillson Capital LP128.7K$2.37K−$1.34KCut−$2.5K
JONES FINANCIAL COMPANIES LLLP123$2.16K−$1.12KCut−$721
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC100$1.79K−$1.08KCut−$1.08K
Parallel Advisors, LLC79$1.45KNew
OSAIC HOLDINGS, INC.50$919New
HRT FINANCIAL LP45.6K$837New
PRICE T ROWE ASSOCIATES INC /MD/40.5K$745−$342Cut−$205
Rachor Investment Advisory Services, LLC6$111−$62Cut−$62
Arax Advisory Partners3$55New
Caitong International Asset Management Co., Ltd3$55New
ACADIAN ASSET MANAGEMENT LLC1.16K$21−$12Cut−$12

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.