TWFG Institutional Ownership
TWFG, Inc. Common Stock
1W: +5.9%
1M: +12.8%
3M: -4.2%
YTD: -2.7%
1Y: +3.9%
$27.25
-1.78 (-6.13%)
Weekly Expected Move ±5.5%
$25
$27
$28
$30
$31
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — TWFG
97
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$200M
Total Invested
13
New Positions
34
Increased
38
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (107 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BAMCO INC /NY | 1,135,091 | $31M | -8 | -0.0% | 8Q | SEC ↗ |
| 2 | FRANKLIN RESOURCES INC | 781,912 | $21M | +771,912 | +7719.1% | 8Q | SEC ↗ |
| 3 | T. Rowe Price Investment Management, I | 753,680 | $21M | -1,345,618 | -64.1% | 8Q | SEC ↗ |
| 4 | Giverny Capital Inc. | 652,452 | $18M | +100,345 | +18.2% | 5Q | SEC ↗ |
| 5 | Central Securities Corp | 500,000 | $14M | — | +0.0% | 4Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 489,244 | $13M | -81,293 | -14.2% | 2Q | SEC ↗ |
| 7 | MARSHALL WACE, LLP | 408,732 | $11M | +141,904 | +53.2% | 2Q | SEC ↗ |
| 8 | TWO SIGMA INVESTMENTS, LP | 372,365 | $10M | +167,152 | +81.5% | 8Q | SEC ↗ |
| 9 | JANE STREET GROUP, LLC | 353,216 | $10M | +184,211 | +109.0% | 2Q | SEC ↗ |
| 10 | RIVERBRIDGE PARTNERS LLC | 332,658 | $9M | -216,956 | -39.5% | 5Q | SEC ↗ |
| 11 | BlackRock, Inc. | 222,376 | $6M | +35,039 | +18.7% | 8Q | SEC ↗ |
| 12 | GILDER GAGNON HOWE & CO LLC | 221,180 | $6M | -2,459 | -1.1% | 8Q | SEC ↗ |
| 13 | Alyeska Investment Group, L.P. | 215,778 | $6M | — | +0.0% | 8Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC | 214,589 | $6M | +105,087 | +96.0% | 2Q | SEC ↗ |
| 15 | Ascent Group, LLC | 212,310 | $6M | +37,868 | +21.7% | 7Q | SEC ↗ |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 174,213 | $5M | -7,879 | -4.3% | 8Q | SEC ↗ |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 149,900 | $4M | +31,573 | +26.7% | 7Q | SEC ↗ |
| 18 | Gillson Capital LP | 148,665 | $4M | +20,000 | +15.5% | 8Q | SEC ↗ |
| 19 | Point72 Asset Management, L.P. | 135,139 | $4M | +70,471 | +109.0% | 2Q | SEC ↗ |
| 20 | MORGAN STANLEY | 127,879 | $3M | +16,353 | +14.7% | 8Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 114,678 | $3M | -8,154 | -6.6% | 8Q | SEC ↗ |
| 22 | TUDOR INVESTMENT CORP ET AL | 102,591 | $3M | +73,426 | +251.8% | 2Q | SEC ↗ |
| 23 | DIMENSIONAL FUND ADVISORS LP | 93,734 | $3M | +26,122 | +38.6% | 2Q | SEC ↗ |
| 24 | Trexquant Investment LP | 87,370 | $2M | +49,991 | +133.7% | 2Q | SEC ↗ |
| 25 | BANK OF AMERICA CORP /DE | 84,570 | $2M | +30,459 | +56.3% | 8Q | SEC ↗ |
| 26 | VICTORY CAPITAL MANAGEMENT INC | 82,675 | $2M | +10,765 | +15.0% | 6Q | SEC ↗ |
| 27 | VANGUARD FIDUCIARY TRUST CO | 82,554 | $2M | +571 | +0.7% | 2Q | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 68,450 | $2M | -4,485 | -6.1% | 8Q | SEC ↗ |
| 29 | XTX Topco Ltd | 67,439 | $2M | +21,653 | +47.3% | 2Q | SEC ↗ |
| 30 | STATE STREET CORP | 66,566 | $2M | — | +0.0% | 7Q | SEC ↗ |
| 31 | Schonfeld Strategic Advisors LLC | 61,728 | $2M | +12,029 | +24.2% | 6Q | SEC ↗ |
| 32 | MILLENNIUM MANAGEMENT LLC | 60,048 | $2M | -46,858 | -43.8% | 7Q | SEC ↗ |
| 33 | PRICE T ROWE ASSOCIATES INC /MD | 45,064 | $1M | +4,605 | +11.4% | 8Q | SEC ↗ |
| 34 | UBS Group AG | 43,698 | $1M | -38,487 | -46.8% | 8Q | SEC ↗ |
| 35 | Symphony Financial, Ltd. Co. | 39,089 | $1M | +23,682 | +153.7% | 2Q | SEC ↗ |
| 36 | RAYMOND JAMES FINANCIAL INC | 31,350 | $854K | +1,775 | +6.0% | 5Q | SEC ↗ |
| 37 | NORTHERN TRUST CORP | 31,116 | $848K | -9,015 | -22.5% | 8Q | SEC ↗ |
| 38 | Quantbot Technologies LP | 28,534 | $778K | +21,427 | +301.5% | 2Q | SEC ↗ |
| 39 | Dynamic Technology Lab Private Ltd | 28,404 | $774K | -992 | -3.4% | 3Q | SEC ↗ |
| 40 | D. E. Shaw & Co., Inc. NEW | 28,178 | $768K | — | +0.0% | 1Q | SEC ↗ |
| 41 | BLALOCK WILLIAMS, LLC | 22,911 | $624K | +2,978 | +14.9% | 4Q | SEC ↗ |
| 42 | STATE OF WISCONSIN INVESTMENT BOARD | 21,008 | $572K | -2,315 | -9.9% | 8Q | SEC ↗ |
| 43 | BRASADA CAPITAL MANAGEMENT, LP | 19,419 | $529K | -52,680 | -73.1% | 4Q | SEC ↗ |
| 44 | Centiva Capital, LP | 18,559 | $506K | +7,609 | +69.5% | 2Q | SEC ↗ |
| 45 | ENVESTNET ASSET MANAGEMENT INC | 16,145 | $440K | +3,087 | +23.6% | 3Q | SEC ↗ |
| 46 | MANGROVE PARTNERS IM, LLC | 15,091 | $411K | -7,407 | -32.9% | 2Q | SEC ↗ |
| 47 | Dockside LLC NEW | 13,852 | $377K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 13,577 | $370K | -1,114 | -7.6% | 4Q | SEC ↗ |
| 49 | BNP PARIBAS FINANCIAL MARKETS | 11,493 | $313K | +10,337 | +894.2% | 2Q | SEC ↗ |
| 50 | Jump Financial, LLC | 11,374 | $310K | -12,199 | -51.7% | 2Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| D. E. Shaw & Co., Inc. | 28,178 | $768K |
| Dockside LLC | 13,852 | $377K |
| Walleye Capital LLC | 10,885 | $297K |
| HEALTHCARE OF ONTARIO PENSION PLAN | 10,228 | $279K |
| GSA CAPITAL PARTNERS LLP | 8,996 | $245K |
| Integrated Wealth Concepts LLC | 2,975 | $81K |
| WELLS FARGO & COMPANY/MN | 1,127 | $31K |
| EverSource Wealth Advisors, LLC | 592 | $16K |
| Aster Capital Management (DIFC) Ltd | 328 | $9K |
| Quarry LP | 121 | $3K |
| MERCER GLOBAL ADVISORS INC /ADV | 100 | $3K |
| GAMMA Investing LLC | 96 | $3K |
| JPMORGAN CHASE & CO | 58 | $2K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 1,081,383 | $29M |
| Capital International Investors | 1,065,732 | $29M |
| Nuveen, LLC | 495,092 | $13M |
| LORD, ABBETT & CO. LLC | 255,764 | $7M |
| Balyasny Asset Management L.P. | 170,182 | $5M |
| Grandeur Peak Global Advisors, LLC | 116,348 | $3M |
| Lighthouse Investment Partners, LLC | 59,909 | $2M |
| ROYCE & ASSOCIATES LP | 57,019 | $2M |
| Ghisallo Capital Management LLC | 50,000 | $1M |
| HRT FINANCIAL LP | 45,555 | $1M |
| TD Asset Management Inc | 40,208 | $1M |
| AXQ CAPITAL, LP | 28,353 | $773K |
| Magnetar Financial LLC | 21,683 | $591K |
| ExodusPoint Capital Management, LP | 20,959 | $571K |
| BLAIR WILLIAM & CO/IL | 19,896 | $542K |
| 1832 Asset Management L.P. | 16,962 | $462K |
| Squarepoint Ops LLC | 16,878 | $460K |
| SEI INVESTMENTS CO | 12,473 | $340K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 11,724 | $319K |
| Susquehanna Portfolio Strategies, L | 10,473 | $285K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FRANKLIN RESOURCES INC | +771,912 | +7719.1% | 781,912 |
| JANE STREET GROUP, LLC | +184,211 | +109.0% | 353,216 |
| TWO SIGMA INVESTMENTS, LP | +167,152 | +81.5% | 372,365 |
| MARSHALL WACE, LLP | +141,904 | +53.2% | 408,732 |
| CITADEL ADVISORS LLC | +105,087 | +96.0% | 214,589 |
| Giverny Capital Inc. | +100,345 | +18.2% | 652,452 |
| TUDOR INVESTMENT CORP ET AL | +73,426 | +251.8% | 102,591 |
| Point72 Asset Management, L.P. | +70,471 | +109.0% | 135,139 |
| Trexquant Investment LP | +49,991 | +133.7% | 87,370 |
| Ascent Group, LLC | +37,868 | +21.7% | 212,310 |
| BlackRock, Inc. | +35,039 | +18.7% | 222,376 |
| RENAISSANCE TECHNOLOGIES LLC | +31,573 | +26.7% | 149,900 |
| BANK OF AMERICA CORP /DE | +30,459 | +56.3% | 84,570 |
| DIMENSIONAL FUND ADVISORS LP | +26,122 | +38.6% | 93,734 |
| Symphony Financial, Ltd. Co. | +23,682 | +153.7% | 39,089 |
| XTX Topco Ltd | +21,653 | +47.3% | 67,439 |
| Quantbot Technologies LP | +21,427 | +301.5% | 28,534 |
| Gillson Capital LP | +20,000 | +15.5% | 148,665 |
| MORGAN STANLEY | +16,353 | +14.7% | 127,879 |
| Schonfeld Strategic Advisors LLC | +12,029 | +24.2% | 61,728 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| T. Rowe Price Investment Management | -1,345,618 | -64.1% | 753,680 |
| RIVERBRIDGE PARTNERS LLC | -216,956 | -39.5% | 332,658 |
| FMR LLC | -150,162 | -99.3% | 1,119 |
| VANGUARD CAPITAL MANAGEMENT LLC | -81,293 | -14.2% | 489,244 |
| BRASADA CAPITAL MANAGEMENT, LP | -52,680 | -73.1% | 19,419 |
| MILLENNIUM MANAGEMENT LLC | -46,858 | -43.8% | 60,048 |
| UBS Group AG | -38,487 | -46.8% | 43,698 |
| Jump Financial, LLC | -12,199 | -51.7% | 11,374 |
| NORTHERN TRUST CORP | -9,015 | -22.5% | 31,116 |
| GOLDMAN SACHS GROUP INC | -8,154 | -6.6% | 114,678 |
| GEODE CAPITAL MANAGEMENT, LLC | -7,879 | -4.3% | 174,213 |
| MANGROVE PARTNERS IM, LLC | -7,407 | -32.9% | 15,091 |
| Tower Research Capital LLC (TRC) | -7,009 | -100.0% | 2 |
| Aquatic Capital Management LLC | -6,066 | -37.4% | 10,169 |
| Qube Research & Technologies Ltd | -4,485 | -6.1% | 68,450 |
| GILDER GAGNON HOWE & CO LLC | -2,459 | -1.1% | 221,180 |
| STATE OF WISCONSIN INVESTMENT BOARD | -2,315 | -9.9% | 21,008 |
| CITIGROUP INC | -1,393 | -67.4% | 675 |
| Bank of New York Mellon Corp | -1,114 | -7.6% | 13,577 |
| Dynamic Technology Lab Private Ltd | -992 | -3.4% | 28,404 |