Ticker · CUSIP 87318A101
Holders (tracked)
5
Combined shares
1,067,870
Combined value
$29.77M
Last close
Quarter
2025Q4
Tracked holders · last 8 quarters
Flat over the last 6 quarters.
562024Q32025Q4

SEC event timeline

13 events
  1. −14,536 shares · 2025Q4
    13F
  2. +1,800 shares · 2025Q4
    13F
  3. +335 shares · 2025Q4
    13F
  4. −106,278 shares · 2025Q4
    13F
  5. +2,900 shares · 2025Q4
    13F
  6. −78,164 shares · 2025Q3
    13F
  7. +52,067 shares · 2025Q3
    13F
  8. −91,263 shares · 2025Q3
    13F
  9. +39,663 shares · 2025Q3
    13F
  10. −8,417 shares · 2025Q3
    13F
  11. +3,171 shares · 2025Q3
    13F
  12. −42,700 shares · 2025Q3
    13F
  13. +25,000 shares · 2024Q3
    13F

Insider activity

No insider transactions in the last 30 days.

Who moved on this name in 2025Q4

13F transactions reported for the latest quarter, grouped by direction.
New positions0
Trimmed2
Exited0

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2024Q3
6
$34.2M
2024Q4
9
$40.4M
2025Q1
7
$38.0M
2025Q2
8
$46.0M
2025Q3
5
$31.6M
2025Q4
5
$29.8M

Who owns TWFG

5 super-investors · 2025Q4
Tracked stake
1.07M
shares
Combined value
$30M
% of shares outstanding
shares-out unknown
Quarter action mix
Added3Trim2
#ManagerSharesValue
1Ron Baron
Baron Capital / BAMCO
954.5K$27M
2Renaissance Technologies39.2K$1M
3Two Sigma Investments32.9K$947K
4Izzy Englander
Millennium Mgmt
8.3K$238K
5T. Rowe Price33.0K$950

Recent moves

20 transactions
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