Twfg Inc (TWFG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Central Securities Corp

UNCHANGED

Shares500,000 from 500,000

Change0 (0%)

Value$12.0M (-$20.0K)

Filed 2026-11-06

Riverbridge Partners LLC

INCREASED

Shares347,619 from 332,658

Change+14,961 (+5%)

Value$8.3M (+$345.9K)

Filed 2026-11-05

Ascent Group, LLC

INCREASED

Shares214,110 from 212,310

Change+1,800 (+1%)

Value$5.1M (+$34.7K)

Filed 2026-10-30

Geode Capital Management, LLC

DECREASED

Shares151,930 from 174,213

Change-22,283 (-13%)

Value$3.7M (-$542.2K)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares107,372 from 93,734

Change+13,638 (+15%)

Value$2.6M (+$323.8K)

Filed 2026-11-04

Argent Capital Management LLC

NEW

Shares40,954

Change+40,954

Value$983.3K

Filed 2026-10-05

Symphony Financial, Ltd. Co.

DECREASED

Shares26,089 from 39,089

Change-13,000 (-33%)

Value$628.7K (-$313.7K)

Filed 2026-10-22

Bank of New York Mellon Corp

INCREASED

Shares15,380 from 13,577

Change+1,803 (+13%)

Value$369.3K (+$42.7K)

Filed 2026-11-05

Barclays PLC

INCREASED

Shares14,184 from 10,563

Change+3,621 (+34%)

Value$340.6K (+$86.5K)

Filed 2026-11-06

Y-Intercept (Hong Kong) Ltd

NEW

Shares12,059

Change+12,059

Value$289.5K

Filed 2026-10-16

Americana Partners, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$240.1K (-$400)

Filed 2026-10-28

State of Wyoming

NEW

Shares7,582

Change+7,582

Value$182.0K

Filed 2026-10-28

Citigroup Inc

INCREASED

Shares2,319 from 675

Change+1,644 (+244%)

Value$55.7K (+$39.4K)

Filed 2026-11-04

Russell Investments Group, Ltd.

DECREASED

Shares1,885 from 1,985

Change-100 (-5%)

Value$45.3K (-$2.5K)

Filed 2026-11-06

Fifth Third Bancorp

UNCHANGED

Shares896 from 896

Change0 (0%)

Value$21.5K (-$36)

Filed 2026-11-05

US Bancorp \de\

INCREASED

Shares661 from 555

Change+106 (+19%)

Value$15.9K (+$2.5K)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

INCREASED

Shares631 from 592

Change+39 (+7%)

Value$15.2K (+$912)

Filed 2026-11-04

PNC Financial Services Group, Inc.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$12.0K (-$20)

Filed 2026-11-06

Farther Finance Advisors, LLC

DECREASED

Shares158 from 313

Change-155 (-50%)

Value$3.8K (-$3.7K)

Filed 2026-10-08

Gamma Investing LLC

INCREASED

Shares101 from 96

Change+5 (+5%)

Value$2.4K (+$116)

Filed 2026-10-08

Parallel Advisors, LLC

INCREASED

Shares99 from 79

Change+20 (+25%)

Value$2.4K (+$477)

Filed 2026-11-03

Caitong International Asset Management Co., Ltd

DECREASED

Shares23 from 26

Change-3 (-12%)

Value$552 (-$73)

Filed 2026-10-29

International Assets Investment Management, LLC

CLOSED

Shares0 from 131

Change-131 (-100%)

Value$0 (-$3.3K)

Filed 2026-11-02

Bamco Inc

N/A

Shares— from 1,135,091

Change-1,135,091 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 781,912

Change-781,912 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 753,680

Change-753,680 (-100%)

Value—

Giverny Capital Inc.

N/A

Shares— from 652,452

Change-652,452 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 489,244

Change-489,244 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 408,732

Change-408,732 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 372,365

Change-372,365 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 353,216

Change-353,216 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 222,376

Change-222,376 (-100%)

Value—

Gilder Gagnon Howe & Co LLC

N/A

Shares— from 221,180

Change-221,180 (-100%)

Value—

Alyeska Investment Group, L.P.

N/A

Shares— from 215,778

Change-215,778 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 214,589

Change-214,589 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 149,900

Change-149,900 (-100%)

Value—

Gillson Capital LP

N/A

Shares— from 148,665

Change-148,665 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 135,139

Change-135,139 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 127,879

Change-127,879 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 114,678

Change-114,678 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 102,591

Change-102,591 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 87,370

Change-87,370 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 84,570

Change-84,570 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 82,675

Change-82,675 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 82,554

Change-82,554 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 68,450

Change-68,450 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 67,439

Change-67,439 (-100%)

Value—

State Street Corp

N/A

Shares— from 66,566

Change-66,566 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 61,728

Change-61,728 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 60,048

Change-60,048 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 45,064

Change-45,064 (-100%)

Value—

UBS Group AG

N/A

Shares— from 43,698

Change-43,698 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 31,350

Change-31,350 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 31,116

Change-31,116 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 28,534

Change-28,534 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 28,404

Change-28,404 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 28,178

Change-28,178 (-100%)

Value—

Blalock Williams, LLC

N/A

Shares— from 22,911

Change-22,911 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 21,008

Change-21,008 (-100%)

Value—

Brasada Capital Management, LP

N/A

Shares— from 19,419

Change-19,419 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 18,559

Change-18,559 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 16,145

Change-16,145 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 15,091

Change-15,091 (-100%)

Value—

Dockside LLC

N/A

Shares— from 13,852

Change-13,852 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 11,493

Change-11,493 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 11,374

Change-11,374 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 10,885

Change-10,885 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 10,430

Change-10,430 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 10,228

Change-10,228 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 10,169

Change-10,169 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 8,996

Change-8,996 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 6,391

Change-6,391 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 5,907

Change-5,907 (-100%)

Value—

Emerald Mutual Fund Advisers Trust

N/A

Shares— from 4,900

Change-4,900 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,127

Change-1,127 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,119

Change-1,119 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 328

Change-328 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 273

Change-273 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 135

Change-135 (-100%)

Value—

Quarry LP

N/A

Shares— from 121

Change-121 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 58

Change-58 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 50

Change-50 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 9

Change-9 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Central Securities Corp	UNCHANGED	500,000	500,000	0	0%	$12.0M	$12.0M	-$20.0K	2026-11-06
Riverbridge Partners LLC	INCREASED	347,619	332,658	+14,961	+5%	$8.0M	$8.3M	+$345.9K	2026-11-05
Ascent Group, LLC	INCREASED	214,110	212,310	+1,800	+1%	$5.1M	$5.1M	+$34.7K	2026-10-30
Geode Capital Management, LLC	DECREASED	151,930	174,213	-22,283	-13%	$4.2M	$3.7M	-$542.2K	2026-11-06
Dimensional Fund Advisors LP	INCREASED	107,372	93,734	+13,638	+15%	$2.3M	$2.6M	+$323.8K	2026-11-04
Argent Capital Management LLC	NEW	40,954	—	+40,954	—	—	$983.3K	—	2026-10-05
Symphony Financial, Ltd. Co.	DECREASED	26,089	39,089	-13,000	-33%	$942.4K	$628.7K	-$313.7K	2026-10-22
Bank of New York Mellon Corp	INCREASED	15,380	13,577	+1,803	+13%	$326.5K	$369.3K	+$42.7K	2026-11-05
Barclays PLC	INCREASED	14,184	10,563	+3,621	+34%	$254.0K	$340.6K	+$86.5K	2026-11-06
Y-Intercept (Hong Kong) Ltd	NEW	12,059	—	+12,059	—	—	$289.5K	—	2026-10-16
Americana Partners, LLC	UNCHANGED	10,000	10,000	0	0%	$240.5K	$240.1K	-$400	2026-10-28
State of Wyoming	NEW	7,582	—	+7,582	—	—	$182.0K	—	2026-10-28
Citigroup Inc	INCREASED	2,319	675	+1,644	+244%	$16.2K	$55.7K	+$39.4K	2026-11-04
Russell Investments Group, Ltd.	DECREASED	1,885	1,985	-100	-5%	$47.7K	$45.3K	-$2.5K	2026-11-06
Fifth Third Bancorp	UNCHANGED	896	896	0	0%	$21.5K	$21.5K	-$36	2026-11-05
US Bancorp \de\	INCREASED	661	555	+106	+19%	$13.3K	$15.9K	+$2.5K	2026-11-05
EverSource Wealth Advisors, LLC	INCREASED	631	592	+39	+7%	$14.2K	$15.2K	+$912	2026-11-04
PNC Financial Services Group, Inc.	UNCHANGED	500	500	0	0%	$12.0K	$12.0K	-$20	2026-11-06
Farther Finance Advisors, LLC	DECREASED	158	313	-155	-50%	$7.5K	$3.8K	-$3.7K	2026-10-08
Gamma Investing LLC	INCREASED	101	96	+5	+5%	$2.3K	$2.4K	+$116	2026-10-08
Parallel Advisors, LLC	INCREASED	99	79	+20	+25%	$1.9K	$2.4K	+$477	2026-11-03
Caitong International Asset Management Co., Ltd	DECREASED	23	26	-3	-12%	$625	$552	-$73	2026-10-29
International Assets Investment Management, LLC	CLOSED	0	131	-131	-100%	$3.3K	$0	-$3.3K	2026-11-02
Bamco Inc	N/A	—	1,135,091	-1,135,091	-100%	$27.3M	—	—	—
Franklin Resources Inc	N/A	—	781,912	-781,912	-100%	$18.8M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	753,680	-753,680	-100%	$18.1M	—	—	—
Giverny Capital Inc.	N/A	—	652,452	-652,452	-100%	$15.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	489,244	-489,244	-100%	$11.8M	—	—	—
Marshall Wace, LLP	N/A	—	408,732	-408,732	-100%	$9.8M	—	—	—
Two Sigma Investments, LP	N/A	—	372,365	-372,365	-100%	$9.0M	—	—	—
Jane Street Group, LLC	N/A	—	353,216	-353,216	-100%	$8.5M	—	—	—
BlackRock, Inc.	N/A	—	222,376	-222,376	-100%	$5.3M	—	—	—
Gilder Gagnon Howe & Co LLC	N/A	—	221,180	-221,180	-100%	$5.3M	—	—	—
Alyeska Investment Group, L.P.	N/A	—	215,778	-215,778	-100%	$5.2M	—	—	—
Citadel Advisors LLC	N/A	—	214,589	-214,589	-100%	$5.2M	—	—	—
Renaissance Technologies LLC	N/A	—	149,900	-149,900	-100%	$3.6M	—	—	—
Gillson Capital LP	N/A	—	148,665	-148,665	-100%	$3.6M	—	—	—
Point72 Asset Management, L.P.	N/A	—	135,139	-135,139	-100%	$3.3M	—	—	—
Morgan Stanley	N/A	—	127,879	-127,879	-100%	$3.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	114,678	-114,678	-100%	$2.8M	—	—	—
Tudor Investment Corp ET AL	N/A	—	102,591	-102,591	-100%	$2.5M	—	—	—
Trexquant Investment LP	N/A	—	87,370	-87,370	-100%	$2.1M	—	—	—
Bank of America Corp	N/A	—	84,570	-84,570	-100%	$2.0M	—	—	—
Victory Capital Management Inc	N/A	—	82,675	-82,675	-100%	$2.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	82,554	-82,554	-100%	$2.0M	—	—	—
Qube Research & Technologies Ltd	N/A	—	68,450	-68,450	-100%	$1.6M	—	—	—
XTX Topco Ltd	N/A	—	67,439	-67,439	-100%	$1.6M	—	—	—
State Street Corp	N/A	—	66,566	-66,566	-100%	$1.6M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	61,728	-61,728	-100%	$1.5M	—	—	—
Millennium Management LLC	N/A	—	60,048	-60,048	-100%	$1.4M	—	—	—
Price T Rowe Associates Inc	N/A	—	45,064	-45,064	-100%	$1.1M	—	—	—
UBS Group AG	N/A	—	43,698	-43,698	-100%	$1.1M	—	—	—
Raymond James Financial Inc	N/A	—	31,350	-31,350	-100%	$754.0K	—	—	—
Northern Trust Corp	N/A	—	31,116	-31,116	-100%	$748.3K	—	—	—
Quantbot Technologies LP	N/A	—	28,534	-28,534	-100%	$686.2K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	28,404	-28,404	-100%	$683.0K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	28,178	-28,178	-100%	$677.7K	—	—	—
Blalock Williams, LLC	N/A	—	22,911	-22,911	-100%	$551.0K	—	—	—
State of Wisconsin Investment Board	N/A	—	21,008	-21,008	-100%	$505.2K	—	—	—
Brasada Capital Management, LP	N/A	—	19,419	-19,419	-100%	$467.0K	—	—	—
Centiva Capital, LP	N/A	—	18,559	-18,559	-100%	$446.3K	—	—	—
Envestnet Asset Management Inc	N/A	—	16,145	-16,145	-100%	$388.3K	—	—	—
Mangrove Partners IM, LLC	N/A	—	15,091	-15,091	-100%	$362.9K	—	—	—
Dockside LLC	N/A	—	13,852	-13,852	-100%	$333.1K	—	—	—
BNP Paribas Financial Markets	N/A	—	11,493	-11,493	-100%	$276.4K	—	—	—
Jump Financial, LLC	N/A	—	11,374	-11,374	-100%	$273.5K	—	—	—
Walleye Capital LLC	N/A	—	10,885	-10,885	-100%	$261.8K	—	—	—
American Century Companies Inc	N/A	—	10,430	-10,430	-100%	$250.8K	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	10,228	-10,228	-100%	$246.0K	—	—	—
Aquatic Capital Management LLC	N/A	—	10,169	-10,169	-100%	$244.6K	—	—	—
GSA Capital Partners LLP	N/A	—	8,996	-8,996	-100%	$216.0K	—	—	—
Royal Bank of Canada	N/A	—	6,391	-6,391	-100%	$153.0K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	5,907	-5,907	-100%	$142.1K	—	—	—
Emerald Mutual Fund Advisers Trust	N/A	—	4,900	-4,900	-100%	$117.8K	—	—	—
Wells Fargo & Company	N/A	—	1,127	-1,127	-100%	$27.1K	—	—	—
FMR LLC	N/A	—	1,119	-1,119	-100%	$26.9K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	328	-328	-100%	$7.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	273	-273	-100%	$6.5K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	135	-135	-100%	$3.2K	—	—	—
Quarry LP	N/A	—	121	-121	-100%	$2.9K	—	—	—
JPMorgan Chase & Co	N/A	—	58	-58	-100%	$1.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	50	-50	-100%	$1.2K	—	—	—
Arax Advisory Partners	N/A	—	9	-9	-100%	$216	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2	-2	-100%	$48	—	—	—

Showing 84 of 84 institutions