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TWFG (TWFG) Institutional Ownership

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$29.20 -1.18 (-3.88%)
Closing price 02/21/2025 04:00 PM Eastern
Extended Trading
$29.26 +0.05 (+0.19%)
As of 02/21/2025 04:14 PM Eastern
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Institutional Ownership Changes (13F Filings) for TWFG (NASDAQ:TWFG)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$132.43M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$42.12M
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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
2/21/2025Ascent Group LLC18,996$585K0.0%N/A0.128%
2/17/2025 Two Sigma Advisers LP43,400$1.34M0.0%N/A0.293%
2/17/2025 Two Sigma Investments LP87,576$2.70M0.0%+84.3%0.591%
2/17/2025 Sandia Investment Management LP5,000$154K0.4%-50.0%0.034%
2/17/2025 Nuveen Asset Management LLC711,895$21.93M0.0%-10.8%4.807%
2/17/2025 Occudo Quantitative Strategies LP9,242$285K0.1%N/A0.062%
2/17/2025 Millennium Management LLC79,761$2.46M0.0%N/A0.539%
2/17/2025 Lighthouse Investment Partners LLC126,755$3.90M0.1%-25.8%0.856%
2/17/2025 Jacobs Levy Equity Management Inc.22,343$688K0.0%N/A0.151%
2/17/2025 Janus Henderson Group PLC6,866$211K0.0%N/A0.046%
2/17/2025 D. E. Shaw & Co. Inc.9,153$282K0.0%N/A0.062%
2/17/2025 Driehaus Capital Management LLC380,925$11.73M0.1%-1.1%2.572%
2/17/2025 Balyasny Asset Management L.P.150,681$4.64M0.0%-22.4%1.017%
2/17/2025 Bamco Inc. NY871,661$26.85M0.1%+19.6%5.886%
2/17/2025 Bank of America Corp DE3,834$118K0.0%-70.1%0.026%
2/17/2025 Alyeska Investment Group L.P.227,967$7.02M0.0%-18.8%1.539%
2/14/2025 Jane Street Group LLC11,390$351K0.0%N/A0.077%
2/14/2025 Freestone Grove Partners LP192,557$5.93M0.1%N/A1.300%
2/14/2025 PDT Partners LLC16,195$499K0.0%N/A0.109%
2/14/2025 Northern Trust Corp24,845$765K0.0%-5.2%0.168%
2/14/2025 Tudor Investment Corp ET AL77,186$2.38M0.0%N/A0.521%
2/14/2025 Boothbay Fund Management LLC13,562$418K0.0%-24.8%0.092%
2/14/2025 Gilder Gagnon Howe & Co. LLC242,933$7.48M0.1%-1.6%1.640%
2/14/2025 Lord Abbett & CO. LLC88,794$2.74M0.0%-70.3%0.600%
2/14/2025 T. Rowe Price Investment Management Inc.1,553,674$47.85M0.0%+36.5%10.491%
2/14/2025 Price T Rowe Associates Inc. MD40,499$1.25M0.0%-95.7%0.273%
2/14/2025 Tower Research Capital LLC TRC 3,233$100K0.0%+273.8%0.022%
2/14/2025 Capital International Investors878,807$27.07M0.0%+30.8%5.934%
2/13/2025 Marshall Wace LLP152,388$4.69M0.0%+56.8%1.029%
2/13/2025 Renaissance Technologies LLC106,300$3.27M0.0%N/A0.718%
2/12/2025 ExodusPoint Capital Management LP99,122$3.05M0.0%+199.0%0.669%
2/12/2025 Geode Capital Management LLC135,902$4.19M0.0%-0.3%0.918%
2/12/2025 Alliancebernstein L.P.1,011,222$31.15M0.0%+7.6%6.828%
2/12/2025 Norges Bank9,631$297K0.0%N/A0.065%
2/12/2025 JPMorgan Chase & Co.13,315$410K0.0%N/A0.090%
2/11/2025 Vanguard Group Inc.616,899$19M0.0%+5.5%4.165%
2/11/2025 LPL Financial LLC31,171$960K0.0%+13.0%0.210%
2/11/2025 Sei Investments Co.13,157$405K0.0%+56.4%0.089%
2/11/2025 American Century Companies Inc.559,967$17.25M0.0%-0.9%3.780%
2/11/2025 Quantbot Technologies LP5,407$167K0.0%+57.8%0.037%
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2/10/2025 Picton Mahoney Asset Management15,000$462K0.0%-11.8%0.101%
2/4/2025 Y Intercept Hong Kong Ltd7,912$244K0.0%N/A0.053%
2/3/2025 Alberta Investment Management Corp124,462$3.83M0.0%+4.4%0.840%
1/31/2025 Venturi Wealth Management LLC2,800$86K0.0%N/A0.019%
12/13/2024 Lord Abbett & CO. LLC299,473$8.12M0.0%N/A2.022%
11/27/2024 Franklin Resources Inc.10,000$293K0.0%N/A0.068%
11/16/2024 Geode Capital Management LLC136,323$3.70M0.0%N/A0.920%
11/15/2024 Zimmer Partners LP151,500$4.11M0.1%N/A1.023%
11/15/2024 Soros Fund Management LLC100,000$2.71M0.0%N/A0.675%
11/15/2024 Maven Securities LTD10,340$280K0.0%N/A0.070%
11/15/2024 Bamco Inc. NY728,748$19.76M0.1%N/A4.921%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund150,000$4.07M0.0%N/A1.013%
11/13/2024 Quantbot Technologies LP3,426$93K0.0%N/A0.023%
11/13/2024 FMR LLC1,288,416$34.94M0.0%N/A8.700%
11/6/2024 Royce & Associates LP57,000$1.55M0.0%N/A0.385%
10/29/2024 Emerald Mutual Fund Advisers Trust4,900$133K0.0%N/A0.033%
10/22/2024 Symphony Financial Ltd. Co.11,049$310K0.1%N/A0.084%
10/16/2024 Seven 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.



This page (NASDAQ:TWFG) was last updated on 2/22/2025 by MarketBeat.com Staff
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