TWFG Inc (TWFG)

Currency in USD
26.10
+0.15(+0.58%)
Real-time Data·

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
4.99M38.36%129.38M
Other Institutional Investors
6.16M47.42%159.93M
Public Companies & Retail Investors
1.85M14.22%47.97M
Total
13M100.00%337.28M

Top Institutional Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Baron Capital Group, Inc.8.73%1,135,09929,456
Capital Research and Management Company8.20%1,065,73227,656
T. Rowe Price Group, Inc.6.11%794,13920,608
GHC Woodlands Holdings LLC5.89%765,58719,867
Griffin Highline Capital LLC5.14%668,39817,345
Vanguard Capital Management, LLC4.39%570,53714,805
Giverny Capital Inc.4.25%552,10714,327
Riverbridge Partners, LLC4.23%549,61414,262
Central Securities Corporation3.85%500,00012,975
Teachers Insurance and Annuity Association-College Retirement Equities Fund3.81%495,09212,848

Top Mutual Fund Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
SMALLCAP World Fund, Inc.8.20%1,065,73227,656
Baron Investment Funds Trust - Baron Discovery Fund7.19%935,00024,263
T. Rowe Price Small-Cap Stock Fund, Inc.4.09%531,50413,793
T. Rowe Price Small-Cap Value Fund, Inc.3.93%510,99713,260
College Retirement Equities Fund - CREF Total Global Stock Account3.81%495,09212,848
Vanguard Index Funds - Vanguard Total Stock Market ETF3.03%394,15210,228
T. Rowe Price Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund2.22%289,1087,502
Vanguard Index Funds - Vanguard Extended Market ETF1.26%164,3374,265
Fidelity Concord Street Trust - Fidelity Extended Market Index Fund0.59%76,7101,991
Vanguard Fiduciary Trust Co. Institutional Extended Market Index Trust Fund0.56%73,2661,901
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