TWFG (TWFG) Institutional Ownership $33.55 +0.49 (+1.48%) As of 04/17/2025 04:00 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for TWFG (NASDAQ:TWFG)Number ofInstitutional Buyers(last 12 months)41TotalInstitutional Inflows(last 12 months)$132.43MNumber ofInstitutional Sellers(last 12 months)15TotalInstitutional Outflows(last 12 months)$42.12M Get TWFG Insider Trade Alerts Want to know when executives and insiders are buying or selling TWFG stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data TWFG Institutional Buying and Selling by Quarter TWFG Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/21/2025Ascent Group LLC18,996$585K0.0%N/A0.128% 2/17/2025Two Sigma Advisers LP43,400$1.34M0.0%N/A0.293% 2/17/2025Two Sigma Investments LP87,576$2.70M0.0%+84.3%0.591% 2/17/2025Sandia Investment Management LP5,000$154K0.4%-50.0%0.034% 2/17/2025Nuveen Asset Management LLC711,895$21.93M0.0%-10.8%4.807% 2/17/2025Occudo Quantitative Strategies LP9,242$285K0.1%N/A0.062% 2/17/2025Millennium Management LLC79,761$2.46M0.0%N/A0.539% 2/17/2025Lighthouse Investment Partners LLC126,755$3.90M0.1%-25.8%0.856% 2/17/2025Jacobs Levy Equity Management Inc.22,343$688K0.0%N/A0.151% 2/17/2025Janus Henderson Group PLC6,866$211K0.0%N/A0.046% Get the Latest News and Ratings for TWFG and Related StocksEnter your email address below to receive the latest news and analysts' ratings for TWFG and its competitors with MarketBeat's FREE daily newsletter. 2/17/2025D. E. Shaw & Co. Inc.9,153$282K0.0%N/A0.062% 2/17/2025Driehaus Capital Management LLC380,925$11.73M0.1%-1.1%2.572% 2/17/2025Balyasny Asset Management L.P.150,681$4.64M0.0%-22.4%1.017% 2/17/2025Bamco Inc. NY871,661$26.85M0.1%+19.6%5.886% 2/17/2025Bank of America Corp DE3,834$118K0.0%-70.1%0.026% 2/17/2025Alyeska Investment Group L.P.227,967$7.02M0.0%-18.8%1.539% 2/14/2025Jane Street Group LLC11,390$351K0.0%N/A0.077% 2/14/2025Freestone Grove Partners LP192,557$5.93M0.1%N/A1.300% 2/14/2025PDT Partners LLC16,195$499K0.0%N/A0.109% 2/14/2025Northern Trust Corp24,845$765K0.0%-5.2%0.168% 2/14/2025Tudor Investment Corp ET AL77,186$2.38M0.0%N/A0.521% 2/14/2025Boothbay Fund Management LLC13,562$418K0.0%-24.8%0.092% 2/14/2025Gilder Gagnon Howe & Co. LLC242,933$7.48M0.1%-1.6%1.640% 2/14/2025Lord Abbett & CO. LLC88,794$2.74M0.0%-70.3%0.600% 2/14/2025T. Rowe Price Investment Management Inc.1,553,674$47.85M0.0%+36.5%10.491% 2/14/2025Price T Rowe Associates Inc. MD40,499$1.25M0.0%-95.7%0.273% 2/14/2025Tower Research Capital LLC TRC 3,233$100K0.0%+273.8%0.022% 2/14/2025Capital International Investors878,807$27.07M0.0%+30.8%5.934% 2/13/2025Marshall Wace LLP152,388$4.69M0.0%+56.8%1.029% 2/13/2025Renaissance Technologies LLC106,300$3.27M0.0%N/A0.718% 2/12/2025ExodusPoint Capital Management LP99,122$3.05M0.0%+199.0%0.669% 2/12/2025Geode Capital Management LLC135,902$4.19M0.0%-0.3%0.918% 2/12/2025Alliancebernstein L.P.1,011,222$31.15M0.0%+7.6%6.828% 2/12/2025Norges Bank9,631$297K0.0%N/A0.065% 2/12/2025JPMorgan Chase & Co.13,315$410K0.0%N/A0.090% 2/11/2025Vanguard Group Inc.616,899$19M0.0%+5.5%4.165% 2/11/2025LPL Financial LLC31,171$960K0.0%+13.0%0.210% 2/11/2025Sei Investments Co.13,157$405K0.0%+56.4%0.089% 2/11/2025American Century Companies Inc.559,967$17.25M0.0%-0.9%3.780% 2/11/2025Quantbot Technologies LP5,407$167K0.0%+57.8%0.037% Trump’s Top Secret $9 Trillion AI Superweapon (Ad)Jeff Brown spotted Nvidia at $1. Now he’s revealing a new AI superweapon — and the Musk-connected stocks that could benefit.Nvidia’s early days made millionaires. This AI play might too.2/10/2025Picton Mahoney Asset Management15,000$462K0.0%-11.8%0.101% 2/4/2025Y Intercept Hong Kong Ltd7,912$244K0.0%N/A0.053% 2/3/2025Alberta Investment Management Corp124,462$3.83M0.0%+4.4%0.840% 1/31/2025Venturi Wealth Management LLC2,800$86K0.0%N/A0.019% 12/13/2024Lord Abbett & CO. LLC299,473$8.12M0.0%N/A2.022% 11/27/2024Franklin Resources Inc.10,000$293K0.0%N/A0.068% 11/16/2024Geode Capital Management LLC136,323$3.70M0.0%N/A0.920% 11/15/2024Zimmer Partners LP151,500$4.11M0.1%N/A1.023% 11/15/2024Soros Fund Management LLC100,000$2.71M0.0%N/A0.675% 11/15/2024Maven Securities LTD10,340$280K0.0%N/A0.070% 11/15/2024Bamco Inc. NY728,748$19.76M0.1%N/A4.921% 11/14/2024Healthcare of Ontario Pension Plan Trust Fund150,000$4.07M0.0%N/A1.013% 11/13/2024Quantbot Technologies LP3,426$93K0.0%N/A0.023% 11/13/2024FMR LLC1,288,416$34.94M0.0%N/A8.700% 11/6/2024Royce & Associates LP57,000$1.55M0.0%N/A0.385% 10/29/2024Emerald Mutual Fund Advisers Trust4,900$133K0.0%N/A0.033% 10/22/2024Symphony Financial Ltd. Co.11,049$310K0.1%N/A0.084% 10/16/2024Seven Grand Managers LLC30,000$814K0.2%N/A0.228% (Data available from 1/1/2016 forward) TWFG Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of TWFG shares? During the previous two years, 54 institutional investors and hedge funds held shares of TWFG. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($47.85M), FMR LLC ($34.94M), Alliancebernstein L.P. ($31.15M), Capital International Investors ($27.07M), Bamco Inc. NY ($26.85M), Nuveen Asset Management LLC ($21.93M), and Vanguard Group Inc. ($19M).Learn more on TWFG's institutional investors. Which institutional investors have been buying TWFG stock? Of the 41 institutional investors that purchased TWFG stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.29M), Bamco Inc. NY ($871.66K), T. Rowe Price Investment Management Inc. ($415.16K), Lord Abbett & CO. LLC ($299.47K), Capital International Investors ($206.97K), Freestone Grove Partners LP ($192.56K), and Zimmer Partners LP ($151.50K). How much institutional buying is happening at TWFG? Institutional investors have bought a total of 4,655,880 shares in the last 24 months. This purchase volume represents approximately $132.43M in transactions. Which TWFG major shareholders have been selling company stock? Of the 15 institutional investors that sold TWFG stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($894.63K), Lord Abbett & CO. LLC ($210.68K), Nuveen Asset Management LLC ($86.33K), Alyeska Investment Group L.P. ($52.92K), Lighthouse Investment Partners LLC ($44.09K), Balyasny Asset Management L.P. ($43.39K), and Bank of America Corp DE ($9.00K). How much institutional selling is happening at TWFG? Institutional investors have sold a total of 1,367,625 shares in the last 24 months. This volume of shares sold represents approximately $42.12M in transactions. 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