Institutional Ownership
Twfg Inc
CUSIP 87318A101COM CL ATWFGQ1 2026
13D / 13G Filings
22
Schedule 13D/13G on record
Beneficial Filers
11
Distinct reporting persons
Largest Stake
71.0%
Max % of class reported
Institutional Holders
82
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
22 filings · latest Feb 13, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 13, 2026 | Capital International Investors | 13G | 6.4% | 958.5K | SEC |
| 2 | Nov 14, 2025 | T. Rowe Price Investment Management, Inc. | 13G/A | 18.8% | 2.83M | SEC |
| 3 | Nov 5, 2025 | Fmr LLC | 13G/A | 7.3% | 1.09M | SEC |
| 4 | Aug 14, 2025 | T. Rowe Price Investment Management, Inc. | 13G/A | 16.5% | 2.46M | SEC |
| 5 | Aug 13, 2025 | Capital International Investors | 13G/A | 3.5% | 515.4K | SEC |
| 6 | May 14, 2025 | T. Rowe Price Investment Management, Inc. | 13G/A | 13.3% | 1.99M | SEC |
| 7 | May 14, 2025 | Alliancebernstein L.P. | 13G/A | 7.9% | 1.17M | SEC |
| 8 | May 14, 2025 | T. Rowe Price Associates, Inc. | 13G/A | 0.2% | 28.4K | SEC |
| 9 | May 14, 2025 | T. Rowe Price Associates, Inc. | 13G/A | 0.2% | 28.4K | SEC |
| 10 | May 12, 2025 | Fmr LLC | 13G/A | 5.9% | 878.5K | SEC |
12 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Twfg Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bamco Inc /Ny/ | 1.14M | $20.87M |
| 2 | Capital International Investors | 1.07M | $19.60M |
| 3 | Giverny Capital Inc. | 552.1K | $10.15M |
| 4 | Riverbridge Partners LLC | 549.6K | $10.11M |
| 5 | Central Securities Corp | 500.0K | $9.20M |
| 6 | Nuveen, LLC | 495.1K | $9.10M |
| 7 | Marshall Wace, LLP | 266.8K | $4.91M |
| 8 | Gilder Gagnon Howe & Co LLC | 223.6K | $4.11M |
| 9 | Alyeska Investment Group, L.P. | 215.8K | $3.97M |
| 10 | Two Sigma Investments, LP | 205.2K | $3.77M |