DaveManuel.com · Institutional Ownership · Who Owns It
TWFG INC (TWFG)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
81
Reporting holders
$219.1M
Reported value
0.0%
Calls
0.0%
Puts
-5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | $27.3M | 1,135,091 | 0.04% | 8q | HELD |
| FRANKLIN RESOURCES INC | $18.8M | 781,912 | 0.00% | 8q | +7719.1%+$18.6M |
| T. Rowe Price Investment Management, Inc. | $18.1M | 753,680 | 0.01% | 8q | -64.1%-$32.4M |
| Giverny Capital Inc. | $15.7M | 652,452 | 0.53% | 5q | +18.2%+$2.4M |
| Central Securities Corp | $12.0M | 500,000 | 0.90% | 4q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.8M | 489,244 | 0.00% | 2q | -14.2%-$2.0M |
| MARSHALL WACE, LLP | $9.8M | 408,732 | 0.01% | 2q | +53.2%+$3.4M |
| TWO SIGMA INVESTMENTS, LP | $9.0M | 372,365 | 0.01% | 8q | +81.5%+$4.0M |
| JANE STREET GROUP, LLC | $8.5M | 353,216 | 0.00% | 2q | +109.0%+$4.4M |
| RIVERBRIDGE PARTNERS LLC | $8.0M | 332,658 | 0.22% | 5q | -39.5%-$5.2M |
| BlackRock, Inc. | $5.3M | 222,376 | 0.00% | 8q | +18.7%+$842.7K |
| GILDER GAGNON HOWE & CO LLC | $5.3M | 221,180 | 0.05% | 8q | -1.1%-$59.1K |
| Alyeska Investment Group, L.P. | $5.2M | 215,778 | 0.01% | 8q | HELD |
| CITADEL ADVISORS LLC | $5.2M | 214,589 | 0.00% | 2q | +96.0%+$2.5M |
| Ascent Group, LLC | $5.1M | 212,310 | 0.15% | 7q | +21.7%+$910.7K |
| GEODE CAPITAL MANAGEMENT, LLC | $4.2M | 174,213 | 0.00% | 8q | -4.3%-$189.6K |
| RENAISSANCE TECHNOLOGIES LLC | $3.6M | 149,900 | 0.00% | 7q | +26.7%+$759.3K |
| Gillson Capital LP | $3.6M | 148,665 | 0.21% | 8q | +15.5%+$480.9K |
| Point72 Asset Management, L.P. | $3.3M | 135,139 | 0.00% | 2q | +109.0%+$1.7M |
| MORGAN STANLEY | $3.1M | 127,879 | 0.00% | 8q | +14.7%+$393.3K |
| GOLDMAN SACHS GROUP INC | $2.8M | 114,678 | 0.00% | 8q | -6.6%-$196.1K |
| TUDOR INVESTMENT CORP ET AL | $2.5M | 102,591 | 0.00% | 2q | +251.8%+$1.8M |
| DIMENSIONAL FUND ADVISORS LP | $2.3M | 93,734 | 0.00% | 2q | +38.6%+$628.2K |
| Trexquant Investment LP | $2.1M | 87,370 | 0.01% | 2q | +133.7%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $2.0M | 84,570 | 0.00% | 8q | +56.3%+$732.5K |
| VICTORY CAPITAL MANAGEMENT INC | $2.0M | 82,675 | 0.00% | 6q | +15.0%+$258.9K |
| VANGUARD FIDUCIARY TRUST CO | $2.0M | 82,554 | 0.00% | 2q | +0.7%+$13.7K |
| Qube Research & Technologies Ltd | $1.6M | 68,450 | 0.00% | 8q | -6.1%-$107.9K |
| XTX Topco Ltd | $1.6M | 67,439 | 0.02% | 2q | +47.3%+$520.8K |
| STATE STREET CORP | $1.6M | 66,566 | 0.00% | 7q | HELD |
| Schonfeld Strategic Advisors LLC | $1.5M | 61,728 | 0.01% | 6q | +24.2%+$289.3K |
| MILLENNIUM MANAGEMENT LLC | $1.4M | 60,048 | 0.00% | 7q | -43.8%-$1.1M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.1M | 45,064 | 0.00% | 8q | +11.4%+$110.8K |
| UBS Group AG | $1.1M | 43,698 | 0.00% | 8q | -46.8%-$925.6K |
| Symphony Financial, Ltd. Co. | $942.4K | 39,089 | 0.10% | 2q | +153.7%+$571.0K |
| RAYMOND JAMES FINANCIAL INC | $754.0K | 31,350 | 0.00% | 5q | +6.0%+$42.7K |
| NORTHERN TRUST CORP | $748.3K | 31,116 | 0.00% | 8q | -22.5%-$216.8K |
| Quantbot Technologies LP | $686.2K | 28,534 | 0.03% | 2q | +301.5%+$515.3K |
| Dynamic Technology Lab Private Ltd | $683.0K | 28,404 | 0.15% | 3q | -3.4%-$23.9K |
| D. E. Shaw & Co., Inc. | $677.7K | 28,178 | 0.00% | new | NEW |
| BLALOCK WILLIAMS, LLC | $551.0K | 22,911 | 0.36% | 4q | +14.9%+$71.6K |
| STATE OF WISCONSIN INVESTMENT BOARD | $505.2K | 21,008 | 0.00% | 8q | -9.9%-$55.7K |
| BRASADA CAPITAL MANAGEMENT, LP | $467.0K | 19,419 | 0.08% | 4q | -73.1%-$1.3M |
| Centiva Capital, LP | $446.3K | 18,559 | 0.00% | 2q | +69.5%+$183.0K |
| ENVESTNET ASSET MANAGEMENT INC | $388.3K | 16,145 | 0.00% | 3q | +23.6%+$74.2K |
| MANGROVE PARTNERS IM, LLC | $362.9K | 15,091 | 0.02% | 2q | -32.9%-$178.1K |
| Dockside LLC | $333.1K | 13,852 | 0.08% | 3q | HELD |
| Bank of New York Mellon Corp | $326.5K | 13,577 | 0.00% | 4q | -7.6%-$26.8K |
| BNP PARIBAS FINANCIAL MARKETS | $276.4K | 11,493 | 0.00% | 2q | +894.2%+$248.6K |
| Jump Financial, LLC | $273.5K | 11,374 | 0.00% | 2q | -51.7%-$293.4K |
| Walleye Capital LLC | $261.8K | 10,885 | 0.00% | new | NEW |
| BARCLAYS PLC | $254.0K | 10,563 | 0.00% | 3q | -1.5%-$3.9K |
| AMERICAN CENTURY COMPANIES INC | $250.8K | 10,430 | 0.00% | 4q | +1.5%+$3.7K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $246.0K | 10,228 | 0.00% | new | NEW |
| Aquatic Capital Management LLC | $244.6K | 10,169 | 0.01% | 3q | -37.4%-$145.9K |
| Americana Partners, LLC | $240.5K | 10,000 | 0.01% | 2q | HELD |
| GSA CAPITAL PARTNERS LLP | $216.0K | 8,996 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $153.0K | 6,391 | 0.00% | 8q | -1.4%-$2.3K |
| Vanguard Global Advisers, LLC | $142.1K | 5,907 | 0.00% | 2q | HELD |
| EMERALD MUTUAL FUND ADVISERS TRUST | $117.8K | 4,900 | 0.00% | 8q | HELD |
| Russell Investments Group, Ltd. | $47.7K | 1,985 | 0.00% | 4q | +12.8%+$5.4K |
| WELLS FARGO & COMPANY/MN | $27.1K | 1,127 | 0.00% | new | NEW |
| FMR LLC | $26.9K | 1,119 | 0.00% | 8q | -99.3%-$3.6M |
| FIFTH THIRD BANCORP | $21.5K | 896 | 0.00% | 5q | HELD |
| CITIGROUP INC | $16.2K | 675 | 0.00% | 4q | -67.4%-$33.5K |
| EverSource Wealth Advisors, LLC | $14.2K | 592 | 0.00% | new | NEW |
| US BANCORP \DE\ | $13.3K | 555 | 0.00% | 5q | HELD |
| PNC Financial Services Group, Inc. | $12.0K | 500 | 0.00% | 8q | -36.9%-$7.0K |
| Aster Capital Management (DIFC) Ltd | $7.9K | 328 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $7.5K | 313 | 0.00% | 3q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $6.5K | 273 | 0.00% | 3q | +122.0%+$3.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3.3K | 131 | 0.00% | 3q | +31.0% |
| Federation des caisses Desjardins du Quebec | $3.2K | 135 | 0.00% | 4q | HELD |
| Quarry LP | $2.9K | 121 | 0.00% | new | NEW |
| GAMMA Investing LLC | $2.3K | 96 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $1.9K | 79 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $1.4K | 58 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.2K | 50 | 0.00% | 2q | HELD |
| Caitong International Asset Management Co., Ltd | $625 | 26 | 0.00% | 2q | +766.7% |
| Arax Advisory Partners | $216 | 9 | 0.00% | 2q | +200.0% |
| Tower Research Capital LLC (TRC) | $48 | 2 | 0.00% | 2q | -100.0%-$168.2K |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-13 | 2026-08-12 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-27 | DOAK MICHAEL | Director | Bought | 24,880 | $463.3K |
| 2026-06-03 | DOAK MICHAEL | Director | Bought | 22,994 | $428.1K |
| 2026-05-21 | DOAK MICHAEL | Director | Bought | 17,538 | $324.8K |
| 2026-06-01 | DOAK MICHAEL | Director | Bought | 16,500 | $318.9K |
| 2026-06-02 | DOAK MICHAEL | Director | Bought | 16,500 | $317.6K |
| 2026-05-20 | DOAK MICHAEL | Director | Bought | 15,745 | $295.8K |
| 2026-05-29 | DOAK MICHAEL | Director | Bought | 11,330 | $213.8K |
| 2026-05-26 | DOAK MICHAEL | Director | Bought | 11,000 | $211.5K |
| 2026-06-04 | DOAK MICHAEL | Director | Bought | 11,000 | $210.0K |
| 2026-05-22 | DOAK MICHAEL | Director | Bought | 11,000 | $207.8K |
| 2026-05-28 | DOAK MICHAEL | Director | Bought | 11,000 | $207.6K |
| 2026-06-05 | DOAK MICHAEL | Director | Bought | 7,865 | $153.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8 | $2.3M | 96,966 | 3 | 1 | 3 | 0.0% |
| Q2 2026 | 81 | $219.1M | 9,110,183 | 10 | 34 | 23 | 0.0% |
| Q1 2026 | 86 | $203.1M | 11,033,050 | 25 | 25 | 19 | 0.1% |
| Q4 2025 | 70 | $360.4M | 12,532,632 | 11 | 27 | 20 | 0.0% |
| Q3 2025 | 67 | $334.1M | 12,175,540 | 11 | 27 | 19 | 0.0% |
| Q2 2025 | 81 | $406.1M | 11,603,164 | 22 | 29 | 20 | 0.0% |
| Q1 2025 | 70 | $361.5M | 11,695,209 | 9 | 20 | 22 | 0.0% |
| Q4 2024 | 76 | $364.9M | 11,849,202 | 19 | 19 | 20 | 0.0% |
| Q3 2024 | 63 | $328.5M | 12,110,555 | 62 | 0 | 0 | 0.0% |