AI summary pending
View Full Filing (SEC EDGAR)Twfg Inc
$30.07+4.4%
+$1.1M
Net Activity
-17.49% total shares
Institutions Holding
83
Popularity Rank
#5017
Avg Weight
0.04%
Total Value
$219.2M
Market Cap
$454.0M
83 institutions currently hold TWFG, with 49 net buyers and 39 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
39
Net Buying Institutions
49
Top 5 by Value
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Across its top 20 institutional holders, TWFG's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 44/100).
TWFG ranks #5017 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
83 institutions disclose a position in TWFG, but none treat it as a major bet — even Central Securities CORP, its most concentrated holder, allocates just 0.9% of its own portfolio to it.
Two Sigma Investments, LP has added to its TWFG position for two straight quarters, increasing it by $8.0M to reach $9.0M today.
T. Rowe Price has trimmed its TWFG position for two straight quarters, cutting it by $63.8M while still holding $18.1M.
TWFG is up 4.4% today, and institutions have been net buyers of $1.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
TWFG posted net income of $7.8M over the trailing twelve months, and currently trades at a P/E of 58.2.
+$54.2M
Total Buy Value
$85.9M
Total Sell Value
49
Net Buyers
39
Net Sellers
TWFG
Q2 2026
Top 5 Institutional Movers
-$20.5M
-$19.6M
+$18.6M
-$9.1M
+$6.4M
TWFG does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
2
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| BAMCO INC /NY/ | 13G/A | 2026-08-14 | 8.7% |
| Richard F. Bunch III | 13G/A | 2026-08-14 | 0.7% |
| Capital International Investors | 13G/A | 2026-08-12 | 0.0% |
| T. Rowe Price Investment Management, Inc. | 13G/A | 2026-07-08 | 5.8% |
3
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)TWFG, Inc. filed an 8-K on August 5, 2026, stating that it issued a press release that day announcing its financial and operating results for the second quarter ended June 30, 2026. The press release is attached as Exhibit 99.1. This excerpt doesn't contain the actual numbers, so for specifics you'd need to see the full release or the company's IR website. This is a routine earnings disclosure.
View Full Filing (SEC EDGAR)TWFG, Inc.'s Chief Accounting Officer, Eugene N. Padgett, resigned effective July 21, 2026, with no disagreement over accounting or financial reporting. CFO Janice Zwinggi was immediately appointed as the new Principal Accounting Officer, taking on the role in addition to her existing CFO duties, without any additional compensation. Ms. Zwinggi's background was previously disclosed in the company's proxy statement.
View Full Filing (SEC EDGAR)87318A101
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
6,141
Total reported value
$2.9T
Held by 6141 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,806
Total reported value
$1.8T
Held by 5806 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,251
Total reported value
$1.3T
Held by 5251 institutions — one of the most-tracked stocks on AlphaSMO
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