TWFG, Inc. (TWFG) Ownership
TWFG ownership summary
as of October 18, 2026- Institutions
- 71.6% of shares outstanding
- Insiders
- 15.90% of shares outstanding
- Shares outstanding
- 12.9M
- Float
- 11.2M shares available to trade
- Short interest
- 10.43% 835K shares short
- Days to cover
- 4.71 short interest up 14.0% vs prior month
- Institutions 71.59%
- Insiders 15.90%
- Other investors 12.51%
TWFG top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BAMCO Inc | 8.81% | 1.1M | $28.8M | −8 (−0.0%) | June 30, 2026 |
| 2 | Franklin Templeton Inc | 6.07% | 782K | $19.8M | +771,912 (+7,719.1%) | June 30, 2026 |
| 3 | T. Rowe Price Investment Management,Inc. | 5.85% | 754K | $19.1M | −1.3M (−64.1%) | June 30, 2026 |
| 4 | Giverny Capital Inc. | 5.07% | 652K | $16.6M | +100,345 (+18.2%) | June 30, 2026 |
| 5 | Central Securities Corp | 3.88% | 500K | $12.7M | — | June 30, 2026 |
| 6 | Vanguard Capital Management, LLC | 3.80% | 489K | $12.4M | −81,293 (−14.2%) | June 30, 2026 |
| 7 | Marshall Wace Asset Management Ltd | 3.17% | 409K | $10.4M | +141,904 (+53.2%) | June 30, 2026 |
| 8 | Two Sigma Investments LLC | 2.89% | 372K | $9.4M | +167,152 (+81.5%) | June 30, 2026 |
| 9 | Jane Street Group LLC | 2.74% | 353K | $9.0M | +184,211 (+109.0%) | June 30, 2026 |
| 10 | Riverbridge Partners LLC | 2.58% | 333K | $8.4M | −216,956 (−39.5%) | June 30, 2026 |
| 11 | BlackRock Inc | 1.73% | 222K | $5.6M | +35,039 (+18.7%) | June 30, 2026 |
| 12 | Gilder Gagnon Howe & CO LLC | 1.72% | 221K | $5.6M | −2,459 (−1.1%) | June 30, 2026 |
| 13 | Alyeska Investment Group, L.P. | 1.68% | 216K | $5.5M | — | June 30, 2026 |
| 14 | Citadel Advisors Llc | 1.67% | 215K | $5.4M | +105,087 (+96.0%) | June 30, 2026 |
| 15 | Ascent Group, LLC | 1.65% | 212K | $5.4M | +37,868 (+21.7%) | June 30, 2026 |
| 16 | Geode Capital Management, LLC | 1.35% | 174K | $4.4M | −7,879 (−4.3%) | June 30, 2026 |
| 17 | Renaissance Technologies Corp | 1.16% | 150K | $3.8M | +31,573 (+26.7%) | June 30, 2026 |
| 18 | Gillson Capital LP | 1.15% | 149K | $3.8M | +20,000 (+15.5%) | June 30, 2026 |
| 19 | Point72 Asset Management, L.P. | 1.05% | 135K | $3.4M | +70,471 (+109.0%) | June 30, 2026 |
| 20 | Morgan Stanley - Brokerage Accounts | 0.99% | 128K | $3.2M | +16,353 (+14.7%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 12 holders added 1.7M shares and 6 cut 1.7M.
TWFG top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Baron Discovery Institutional | 4.61% | 594K | $15.1M | −341,145 (−36.5%) | September 30, 2026 |
| 2 | Central Securities Corporation | 3.88% | 500K | $12.7M | — | June 30, 2026 |
| 3 | T. Rowe Price Small-Cap Value | 3.32% | 427K | $10.8M | −251 (−0.1%) | August 31, 2026 |
| 4 | Franklin Small Cap Value A | 2.53% | 326K | $8.3M | — | August 31, 2026 |
| 5 | Vanguard MStar Total Stk Mkt Idx Invest | 2.49% | 321K | $8.1M | — | August 31, 2026 |
| 6 | Franklin Small Cap Value VIP 1 | 1.82% | 235K | $6.0M | — | August 31, 2026 |
| 7 | Heptagon Driehaus US Micro Cap Eq C$ Acc | 0.70% | 91K | $2.3M | +90,665 (0.0%) | August 31, 2026 |
| 8 | Fidelity Extended Market Index | 0.51% | 66K | $1.7M | +500 (+0.8%) | August 31, 2026 |
| 9 | Victory RS Partners A | 0.48% | 62K | $1.6M | +62,300 (0.0%) | June 30, 2026 |
| 10 | SAST SA Franklin Small Company Value 1 | 0.43% | 55K | $1.4M | — | August 31, 2026 |
| 11 | Dimensional US Small Cap ETF | 0.24% | 31K | $798,673 | — | September 30, 2026 |
| 12 | PACE Small/Medium Co Growth Equity P | 0.23% | 30K | $755,417 | −2,359 (−7.3%) | July 31, 2026 |
| 13 | Fidelity Total Market Index | 0.21% | 27K | $687,146 | — | August 31, 2026 |
| 14 | DFA US Micro Cap I | 0.21% | 27K | $681,286 | +1,620 (+6.4%) | August 31, 2026 |
| 15 | Fidelity Series Total Market Index | 0.17% | 22K | $548,373 | — | August 31, 2026 |
| 16 | Argent Focused Small Cap ETF | 0.15% | 19K | $492,077 | +717 (+3.8%) | September 30, 2026 |
| 17 | Pacific Select Small-Cap Equity I | 0.14% | 18K | $467,468 | — | August 31, 2026 |
| 18 | Adara Smaller Companies | 0.14% | 18K | $447,755 | +17,649 (0.0%) | August 31, 2026 |
| 19 | Baron Financials ETF | 0.12% | 16K | $397,040 | — | September 30, 2026 |
| 20 | Avantis US Small Cap Equity ETF | 0.11% | 14K | $345,971 | +42 (+0.3%) | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
TWFG insider transactions
latest 5| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2024-07-19 | Charles Alexander Bunch | Buy | $17.00 | 1,000 | $17,000 |
| 2024-07-19 | Janet S Wong | Buy | $17.00 | 2,500 | $42,500 |
| 2024-07-19 | Janice E Zwinggi | Buy | $17.00 | 3,000 | $51,000 |
| 2024-07-19 | Katherine C Nolan | Buy | $17.00 | 6,250 | $106,250 |
| 2024-07-19 | Richard F Bunch III | Buy | $17.00 | 17,550 | $298,350 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
TWFG shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns TWFG
Institutional investors own 71.6% of TWFG's shares and insiders 15.90%. The largest holder is BAMCO Inc with 8.81% of the shares (1.1M), as of June 30, 2026. Among the top 20 institutions, 12 added shares and 6 reduced their stake in the latest filings. Short interest is 10.43% of the float, or 4.71 days of average trading volume. The share count rose 327.6% since 2023.
Related: TWFG analyst forecast, TWFG key metrics. See the TWFG stock overview for the latest quote and news.
TWFG ownership FAQ
Who owns the most TWFG stock?
The largest shareholders of TWFG are BAMCO Inc (8.81%), Franklin Templeton Inc (6.07%), T. Rowe Price Investment Management,Inc. (5.85%), Giverny Capital Inc. (5.07%), Central Securities Corp (3.88%).
What percentage of TWFG is owned by institutions?
Institutions hold 71.6% of TWFG's shares outstanding; insiders hold 15.90%.
Which funds own TWFG?
The largest fund holders of TWFG are Baron Discovery Institutional (4.61%), Central Securities Corporation (3.88%), T. Rowe Price Small-Cap Value (3.32%), Franklin Small Cap Value A (2.53%), Vanguard MStar Total Stk Mkt Idx Invest (2.49%).
What is TWFG's short interest?
835K shares of TWFG were sold short, 10.43% of the float; at the average daily volume it would take 4.71 days to cover.
Are insiders buying or selling TWFG?
Of the latest 5 reported insider transactions in TWFG (since July 19, 2024), 5 were purchases and 0 were sales.
How many shares of TWFG are outstanding?
TWFG has 12.9M shares outstanding, of which 11.2M are in the public float.