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 Mar 31, 2026. Source: SEC 13-F filings.
16
Funds holding
$12480438
Total value held
Buying
9 added/new · 3 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $3445127 | 187337 | — | Held |
| 2 | Goldman Sachs Group Inc | $2258880 | 122832 | +69529 | +130.44% |
| 3 | Morgan Stanley | $2050963 | 111526 | +75323 | +208.06% |
| 4 | State Street Corp | $1224149 | 66566 | +2200 | +3.42% |
| 5 | Bank Of America Corp /De/ | $995101 | 54111 | +11415 | +26.74% |
| 6 | Northern Trust Corp | $738009 | 40131 | -21530 | -34.92% |
| 7 | Raymond James Financial Inc | $543884 | 29575 | -2451 | -7.65% |
| 8 | Bank Of New York Mellon Corp | $270168 | 14691 | +2459 | +20.10% |
| 9 | Sei Investments Co | $229378 | 12473 | — | NEW BUY |
| 10 | Barclays Plc | $197233 | 10725 | — | NEW BUY |
| 11 | Franklin Resources Inc | $183900 | 10000 | — | Held |
| 12 | Citigroup Inc | $183380 | 6374 | +1861 | +41.24% |
| 13 | Royal Bank Of Canada | $119000 | 6485 | — | NEW BUY |
| 14 | Fifth Third Bancorp | $16477 | 896 | — | Held |
| 15 | Pnc Financial Services Group, Inc. | $14583 | 793 | — | Held |
| 16 | Us Bancorp \De\ | $10206 | 555 | -702 | -55.85% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.