TWFG Institutional Ownership
Top institutional (13F) holders of TWFG and activist (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
28
Institutional value
$140.70M
Top holder
AllianceBernstein L.P.
Top holders
| Holder | Filed | Value |
|---|---|---|
| AllianceBernstein L.P.hedge fund | Feb 17, 2026 | $31.11M |
| Capital International Investorsinvestment advisor | May 13, 2026 | $19.60M |
| FRANKLIN RESOURCES INCinvestment advisor | Aug 13, 2026 | $18.80M |
| Vanguard Capital Managementhedge fund | Aug 13, 2026 | $11.77M |
| TWO SIGMA INVESTMENTS, LPinvestment advisor | Aug 14, 2026 | $8.96M |
| JANE STREET GROUP, LLCholding company | Aug 14, 2026 | $8.49M |
| BlackRock, Inc.holding company | Aug 7, 2026 | $5.35M |
| CITADEL ADVISORS LLCinvestment advisor | Aug 14, 2026 | $5.16M |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | Aug 12, 2026 | $4.19M |
| RENAISSANCE TECHNOLOGIES LLCinvestment advisor | Aug 13, 2026 | $3.61M |
| Point72 Asset Management, L.P.investment advisor | Aug 14, 2026 | $3.25M |
| BALYASNY ASSET MANAGEMENT L.P.investment advisor | May 15, 2026 | $3.13M |
| MORGAN STANLEYinvestment advisor | Aug 13, 2026 | $3.08M |
| GOLDMAN SACHS GROUP INCinvestment advisor | Aug 14, 2026 | $2.76M |
| Dimensional Fund Advisors LPhedge fund | Aug 11, 2026 | $2.25M |
| BANK OF AMERICA CORP /DE/investment advisor | Aug 14, 2026 | $2.03M |
| STATE STREET CORPinvestment advisor | Aug 7, 2026 | $1.60M |
| MILLENNIUM MANAGEMENT LLCinvestment advisor | Aug 14, 2026 | $1.44M |
| PRICE T ROWE ASSOCIATES INC /MD/investment advisor | Aug 14, 2026 | $1.08M |
| UBS Group AGinvestment advisor | Aug 13, 2026 | $1.05M |
| NORTHERN TRUST CORPinvestment advisor | Aug 13, 2026 | $748.3K |
| D. E. Shaw & Co., Inc.investment advisor | Aug 14, 2026 | $677.7K |
| Bank of New York Mellon Corpholding company | Aug 6, 2026 | $326.5K |
| ROYAL BANK OF CANADAinvestment advisor | Aug 14, 2026 | $153.0K |
| WELLS FARGO & COMPANY/MNinvestment advisor | Aug 14, 2026 | $27.1K |
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.