TWFG, Inc. Class A Common Stock — Institutional Ownership
Which tracked institutions hold TWFG, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
19
Funds holding
$49024915
Total value held
Buying
9 added/new · 7 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Franklin Resources Inc | $18804984 | 781912 | +771912 | +7719.12% |
| 2 | Central Securities Corp | $12025000 | 500000 | +500000 | NEW BUY |
| 3 | Blackrock, Inc. | $5348143 | 222376 | +35039 | +18.70% |
| 4 | Morgan Stanley | $3075491 | 127879 | +16353 | +14.66% |
| 5 | Goldman Sachs Group Inc | $2758006 | 114678 | -8154 | -6.64% |
| 6 | Bank Of America Corp /De/ | $2033909 | 84570 | +30459 | +56.29% |
| 7 | State Street Corp | $1600912 | 66566 | — | Held |
| 8 | Ubs Group Ag | $1050937 | 43698 | +43698 | NEW BUY |
| 9 | Raymond James Financial Inc | $753968 | 31350 | +1775 | +6.00% |
| 10 | Northern Trust Corp | $748340 | 31116 | -9015 | -22.46% |
| 11 | Bank Of New York Mellon Corp | $326527 | 13577 | -1114 | -7.58% |
| 12 | Barclays Plc | $254040 | 10563 | -162 | -1.51% |
| 13 | Royal Bank Of Canada | $153000 | 6391 | -94 | -1.45% |
| 14 | Wells Fargo & Company/Mn | $27104 | 1127 | +1127 | NEW BUY |
| 15 | Fifth Third Bancorp | $21549 | 896 | — | Held |
| 16 | Citigroup Inc | $16234 | 675 | -5699 | -89.41% |
| 17 | Us Bancorp \De\ | $13348 | 555 | — | Held |
| 18 | Pnc Financial Services Group, Inc. | $12025 | 500 | -293 | -36.95% |
| 19 | Jpmorgan Chase & Co | $1398 | 58 | +58 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.