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Of the 10 tracked institutions holding TWFG, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +7.1pt. It's a gauge of who owns the name, not just how many.
Among the 10 tracked institutional investors we monitor, TWFG (TWFG INC) is held with a combined value of $34.77M across 1,521,360 shares. The largest holder is VANGUARD GROUP INC with a position worth $18.83M. 3 funds opened new positions in the most recent quarter. 5 funds increased their holdings. 1 fund reduced its position.
Total Institutional Value
$34.77M
Total Shares Held
1,521,360
Institutional Holders
10
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $18.83M | 0.00% | +2.3% |
| 2 | BlackRock, Inc. | $3.45M | 0.00% | - |
| 3 | FMR LLC | $2.78M | 0.00% | -85.8% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | $2.18M | 0.00% | +201.9% |
| 5 | CITADEL ADVISORS LLC | $2.01M | 0.00% | New |
| 6 | MILLENNIUM MANAGEMENT LLC | $1.97M | 0.00% | +1191.9% |
| 7 | STATE STREET CORP | $1.22M | 0.00% | +3.4% |
| 8 | Point72 Asset Management, L.P. | $1.19M | 0.00% | New |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $745.00K | 0.00% | +22.5% |
| 10 | Magnetar Financial LLC | $398.75K | 0.00% | New |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of TWFG with a position worth $18.83M, representing 0.00% of their portfolio. In total, 10 institutional investors hold TWFG with a combined value of $34.77M.
In the most recent quarter, 3 funds opened a new position in TWFG. Additionally, 5 increased their holdings and 1 reduced their positions.
Institutional investors hold $34.77M worth of TWFG stock across 10 positions. The largest institutional holder is VANGUARD GROUP INC with $18.83M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For TWFG, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their TWFG positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$26.28
2026-07-24
YTD
-6.1%
61% of 52-week range
