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

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.