13F

Stock

TWFG, Inc.

TWFG · held by 70 managers

Reported value

$254.3M

Holders

70

+1 new · −0 exited

Holders’ est. mark

$88.3K

Price effect on 2 books still in the name

Largest holder

$31.1M

ALLIANCEBERNSTEIN L.P.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
ALLIANCEBERNSTEIN L.P.1.08M$31.1M—Held
Fidelity1.07M$30.6M—Held
Capital International Investors958.5K$27.6M—Held
BAMCO INC /NY/954.5K$27.5M—Held
Vanguard654.6K$18.8M—Held
RIVERBRIDGE PARTNERS LLC593.7K$17.1M—Held
Nuveen, LLC495.1K$14.2M—Held
CENTRAL SECURITIES CORP475K$13.7M—Held
Giverny Capital Inc.331.5K$9.54M—Held
GILDER GAGNON HOWE & CO LLC238.5K$6.86M—Held
GEODE CAPITAL MANAGEMENT, LLC236.2K$6.8M—Held
Alyeska Investment Group, L.P.215.8K$6.21M—Held
BlackRock, Inc.187.3K$5.39M—Held
BRASADA CAPITAL MANAGEMENT, LP160.8K$4.5M—Held
Grandeur Peak Global Advisors, LLC116.3K$3.35M—Held
Ascent Group, LLC102.4K$2.95M—Held
VICTORY CAPITAL MANAGEMENT INC80.3K$2.31M—Held
TD Asset Management Inc67.7K$1.95M—Held
State Street64.4K$1.85M—Held
NORTHERN TRUST CORP61.7K$1.77M—Held
ROYCE & ASSOCIATES LP57K$1.64M—Held
GOLDMAN SACHS GROUP INC53.3K$1.53M—Held
Ghisallo Capital Management LLC50K$1.44M—Held
UBS Group AG45.9K$1.32M—Held
BANK OF AMERICA CORP /DE/42.7K$1.23M$40.1KAdded$400.2K
Renaissance Technologies39.2K$1.13M—Held
MORGAN STANLEY36.2K$1.04M$48.2KCut−$879.1K
TWO SIGMA INVESTMENTS, LP32.9K$946.9K—Held
RAYMOND JAMES FINANCIAL INC32K$921.4K—Held
Qube Research & Technologies Ltd27.4K$789.3K—Held
Schonfeld Strategic Advisors LLC26.8K$772.4K—Held
STATE OF WISCONSIN INVESTMENT BOARD25.6K$737.7K—Held
ExodusPoint Capital Management, LP21K$603K—Held
BLAIR WILLIAM & CO/IL19.9K$572.4K—Held
Dynamic Technology Lab Private Ltd16.3K$468K—Held
Dockside LLC16K$459.9K—Held
1832 Asset Management L.P.15.4K$442.3K—Held
ENVESTNET ASSET MANAGEMENT INC15.2K$438.2K—Held
SEI INVESTMENTS CO12.6K$363.7K—Held
Bank of New York Mellon Corp12.2K$351.9K—Held
BLALOCK WILLIAMS, LLC11.9K$343.6K—Held
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC11.7K$337.3K—Held
Susquehanna Portfolio Strategies, LLC10.5K$301.3K—Held
AMERICAN CENTURY COMPANIES INC10.3K$295.7K—Held
FRANKLIN RESOURCES INC10K$287.7K—Held
Balyasny Asset Management L.P.9.89K$284.5K—Held
MILLENNIUM MANAGEMENT LLC8.28K$238.1K—Held
ROYAL BANK OF CANADA7.18K$207K—Held
CITIGROUP INC6.37K$183.4K—Held
EMERALD MUTUAL FUND ADVISERS TRUST4.9K$141K—Held
T. Rowe Price Investment Management, Inc.2.85M$81.9K—Held
QUADRANT CAPITAL GROUP LLC2.36K$67.8K—Held
Aquatic Capital Management LLC1.52K$43.7K—Held
Russell Investments Group, Ltd.1.42K$40.9K—Held
US BANCORP \DE\1.26K$36.2K—Held
FIFTH THIRD BANCORP896$25.8K—Held
PNC Financial Services Group, Inc.793$22.8K—Held
Farther Finance Advisors, LLC337$9.7K—Held
LORD, ABBETT & CO. LLC255.8K$7.36K—Held
Gillson Capital LP169.1K$4.86K—Held
Federation des caisses Desjardins du Quebec135$3.88K—Held
JONES FINANCIAL COMPANIES LLLP100$2.88K—Held
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC100$2.88K—Held
PRICE T ROWE ASSOCIATES INC /MD/33K$950—Held
Aster Capital Management (DIFC) Ltd30$863—Held
GAMMA Investing LLC9$259—Held
Rachor Investment Advisory Services, LLC6$173—Held
ACADIAN ASSET MANAGEMENT LLC1.16K$33—Held
BARCLAYS PLC1$29—New
CWM, LLC703$20—Held

Positions as of Q4 2025. 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.