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TWFG (TWFG) Institutional Ownership

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$29.26 -1.11 (-3.66%)
(As of 12/17/2024 ET)

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
12/13/2024 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, 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 12/18/2024 by MarketBeat.com Staff
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