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TWFG (TWFG) Institutional Ownership

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$30.70 +0.24 (+0.79%)
As of 01/17/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for TWFG (NASDAQ:TWFG)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$80.85M
Number of
Institutional Sellers
(last 12 months)
0
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TWFG Institutional Buying and Selling by Quarter

TWFG Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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, 14 institutional investors and hedge funds held shares of TWFG. The most heavily invested institutionals were FMR LLC ($34.94M), Bamco Inc. NY ($19.76M), Lord Abbett & CO. LLC ($8.12M), Zimmer Partners LP ($4.11M), Healthcare of Ontario Pension Plan Trust Fund ($4.07M), Geode Capital Management LLC ($3.70M), and Soros Fund Management LLC ($2.71M).Learn more on TWFG's institutional investors.

Which institutional investors have been buying TWFG stock?

Of the 14 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 ($728.75K), Lord Abbett & CO. LLC ($299.47K), Zimmer Partners LP ($151.50K), Healthcare of Ontario Pension Plan Trust Fund ($150K), Geode Capital Management LLC ($136.32K), and Soros Fund Management LLC ($100K).

How much institutional buying is happening at TWFG?

Institutional investors have bought a total of 2,981,175 shares in the last 24 months. This purchase volume represents approximately $80.85M in transactions.



This page (NASDAQ:TWFG) was last updated on 1/19/2025 by MarketBeat.com Staff
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