13F institutional ownership facts

Institutions tracked

27

Reported value

$37,513,964.00

Reported shares

2,039,911

Latest filing period

Q1 2026

Top institutional holders

  1. Dmitry Balyasny - Balyasny Asset Management · $3,129,647 · <0.01%%
  2. Capital International Investors · $19,598,811 · <0.01%%
  3. Renaissance Technologies · $2,176,034 · <0.01%%
  4. Jane Street Group · $3,108,002 · <0.01%%
  5. Two Sigma Investments · $3,773,867 · <0.01%%
  6. Nuveen · $9,104,742 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$TWFG

Institutional Holdings

27

Top Institutions

Top Institutions

1

Dmitry Balyasny - Balyasny Asset Management

170,182 shares

NaN%

% of Portfolio

2

Capital International Investors

1,065,732 shares

NaN%

% of Portfolio

3

Renaissance Technologies

118,327 shares

NaN%

% of Portfolio

4

Jane Street Group

169,005 shares

NaN%

% of Portfolio

5

Two Sigma Investments

205,213 shares

NaN%

% of Portfolio

6

Nuveen

495,092 shares

NaN%

% of Portfolio

7

Steve Cohen - Point72 Asset Management

64,668 shares

NaN%

% of Portfolio

8

Israel Englander - Millennium Management

106,906 shares

NaN%

% of Portfolio

9

Ken Griffin - Citadel Advisors

109,502 shares

NaN%

% of Portfolio

10

David Solomon - Goldman Sachs

122,832 shares

NaN%

% of Portfolio

11

UBS Group

82,185 shares

NaN%

% of Portfolio

12

Geode Capital Management

182,092 shares

NaN%

% of Portfolio

13

Morgan Stanley

111,526 shares

NaN%

% of Portfolio

14

Northern Trust Corp

40,131 shares

NaN%

% of Portfolio

15

T. Rowe Price

40,459 shares

NaN%

% of Portfolio

16

Larry Fink - BlackRock

187,337 shares

NaN%

% of Portfolio

17

Franklin Resources

10,000 shares

NaN%

% of Portfolio

18

State Street Corp

66,566 shares

NaN%

% of Portfolio

19

BNP Paribas

1,156 shares

NaN%

% of Portfolio

20

PNC Financial Services

793 shares

NaN%

% of Portfolio

21

AllianceBernstein (AB)

0 shares

0.00%

% of Portfolio

22

Ron Baron - Baron Capital

1,135,099 shares

0.06%

% of Portfolio

23

Paul Tudor Jones - Tudor Investment Corp

29,165 shares

NaN%

% of Portfolio

24

Chuck Royce - Royce & Associates

0 shares

0.00%

% of Portfolio

25

Exoduspoint Capital Management, Lp

0 shares

0.00%

% of Portfolio

26

Lord, Abbett & Co. LLC

0 shares

0.00%

% of Portfolio

27

Francois Rochon - Giverny Capital

552,107 shares

0.37%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

37%

LARGE

29%

MEDIUM

31%

SMALL

3%

Geographic Distribution

North America
67%
Europe
19%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

32

Sellers

24

Holders

96

New

16

Exited

9

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Insider TradingPRO

Trading Statistics

Insider Buyers

10

Insider Sellers

24

Purchase Value

$34.4M

Role Distribution

CEO
22%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

82

A-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
87
Recent Activity
64
Concentration
86
Momentum
73
Stability
72

Recent Actions

New

7

Increased

19

Decreased

14

Exited

4

Total

40

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