TWFG, Inc.
Ownership
Ownership Structure
Who owns TWFG, Inc. (TWFG)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 86.9% of the shares are freely tradable; institutional investors hold 81.1%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| T. Rowe Price Investment Management,Inc. | 16.30 | 2,099,298 | -35.1 | 03/31/2026 |
| BAMCO Inc | 8.81 | 1,135,099 | +18.9 | 03/31/2026 |
| Vanguard Capital Management, LLC | 4.43 | 570,537 | +0.0 | 03/31/2026 |
| Giverny Capital Inc. | 4.29 | 552,107 | +66.5 | 03/31/2026 |
| Central Securities Corp | 3.88 | 500,000 | +0.0 | 06/30/2026 |
| Nuveen, LLC | 3.84 | 495,092 | +0.0 | 03/31/2026 |
| Two Sigma Investments LLC | 2.89 | 372,365 | +81.5 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Baron Discovery Institutional | 7.26 | 935,000 | +0.0 | 06/30/2026 |
| Central Securities Corporation | 3.88 | 500,000 | +0.0 | 06/30/2026 |
| T. Rowe Price Small-Cap Value | 3.32 | 427,738 | -2.0 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Data as of: September 29, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.