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TWFG
TWFG, Inc.• Insurance
Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
10
Partial Q3 2026
Total 13F value
$7.5M
Filed positions so far
New positions
3
This quarter
Sold positions
1
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Ascent Group, Llc | $5.1M | 214.1K | 0.15% | +0.8% |
Argent Capital Management Llc | $983K | 41.0K | 0.03% | New Position |
Symphony Financial, Ltd. Co. | $629K | 26.1K | 0.06% | -33.3% |
Y-Intercept (Hong Kong) Ltd | $290K | 12.1K | 0.01% | New Position |
Americana Partners, Llc | $240K | 10.0K | 0.01% | Unchanged |
State Of Wyoming | $182K | 7.6K | 0.01% | New Position |
Farther Finance Advisors, Llc | $4K | 158 | 0.00% | -49.5% |
Gamma Investing Llc | $2K | 101 | 0.00% | +5.2% |
Parallel Advisors, Llc | $2K | 99 | 0.00% | +25.3% |
Caitong International Asset Management Co., Ltd | $552 | 23 | 0.00% | -11.5% |