Twfg Inc (TWFG)

CUSIP: 87318A101 | NYSE | Financial Services · Insurance Brokers | Micro Cap | 149 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/ARichard F. Bunch III with Bunch Family Holdings, LLC, Michelle Caroline Bunch	34,276,133	0.7%	Newly reported	Jun 30, 2026	No 13F filer matched
13GFranklin Resources, Inc. with Rupert H. Johnson, Jr., Charles B. Johnson

Institutional Holders — Q3 2026

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Central Securities Corp500,000

0.9% of portfolio$12.0M

Riverbridge Partners LLC347,619

0.2% of portfolio$8.3M

Ascent Group, LLC214,110

0.2% of portfolio$5.1M

Geode Capital Management, LLC151,930

0.0% of portfolio$3.7M

Dimensional Fund Advisors LP107,372

0.0% of portfolio$2.6M

Argent Capital Management LLC40,954

0.0% of portfolio$983.3K

Symphony Financial, Ltd. Co.26,089

0.1% of portfolio$628.7K

Bank of New York Mellon Corp15,380

0.0% of portfolio$369.3K

Barclays PLC14,184

0.0% of portfolio$340.6K

Y-Intercept (Hong Kong) Ltd12,059

0.0% of portfolio$289.5K

Americana Partners, LLC10,000

0.0% of portfolio$240.1K

State of Wyoming7,582

0.0% of portfolio$182.0K

Citigroup Inc2,319

0.0% of portfolio$55.7K

Russell Investments Group, Ltd.1,885

0.0% of portfolio$45.3K

Fifth Third Bancorp896

0.0% of portfolio$21.5K

US Bancorp \de\661

0.0% of portfolio$15.9K

EverSource Wealth Advisors, LLC631

0.0% of portfolio$15.2K

PNC Financial Services Group, Inc.500

0.0% of portfolio$12.0K

Farther Finance Advisors, LLC158

0.0% of portfolio$3.8K

Gamma Investing LLC101

0.0% of portfolio$2.4K

Parallel Advisors, LLC99

0.0% of portfolio$2.4K

Caitong International Asset Management Co., Ltd23

0.0% of portfolio$552

				Style	Turnover	Location	Filed
Central Securities Corp	500,000	$12.0M	0.9%	GARP	Low	New York, NY	2026-11-06
Riverbridge Partners LLC	347,619	$8.3M	0.2%	Growth	Low	Minneapolis, MN	2026-11-05
Ascent Group, LLC	214,110	$5.1M	0.2%	Core	Low	Virginia Beach, VA	2026-10-30
Geode Capital Management, LLC	151,930	$3.7M	0.0%	Index	Very Low	Boston, MA	2026-11-06
Dimensional Fund Advisors LP	107,372	$2.6M	0.0%	Index	Low	Austin, TX	2026-11-04
Argent Capital Management LLC	40,954	$983.3K	0.0%	Core	Medium	St Louis, MO	2026-10-05
Symphony Financial, Ltd. Co.	26,089	$628.7K	0.1%	Growth	Low	Houston, TX	2026-10-22
Bank of New York Mellon Corp	15,380	$369.3K	0.0%	Core	Low	New York, NY	2026-11-05
Barclays PLC	14,184	$340.6K	0.0%	Core	Medium	London, United Kingdom	2026-11-06
Y-Intercept (Hong Kong) Ltd	12,059	$289.5K	0.0%	Value	Very High	Hong Kong, South Korea	2026-10-16
Americana Partners, LLC	10,000	$240.1K	0.0%	Core	Medium	Houston, TX	2026-10-28
State of Wyoming	7,582	$182.0K	0.0%	Value	High	Cheyenne, WY	2026-10-28
Citigroup Inc	2,319	$55.7K	0.0%	Core	Medium	New York, NY	2026-11-04
Russell Investments Group, Ltd.	1,885	$45.3K	0.0%	Core	Low	Seattle, WA	2026-11-06
Fifth Third Bancorp	896	$21.5K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
US Bancorp \de\	661	$15.9K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
EverSource Wealth Advisors, LLC	631	$15.2K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
PNC Financial Services Group, Inc.	500	$12.0K	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Farther Finance Advisors, LLC	158	$3.8K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Gamma Investing LLC	101	$2.4K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Parallel Advisors, LLC	99	$2.4K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Caitong International Asset Management Co., Ltd	23	$552	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29