| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management, Inc. | Withheld | 2.1M | ▼−26% Reduced · −748K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $10.5M | 571K | ▲New +571K sh | Q1 2026 | |
| 3 | Giverny Capital Inc. | $10.2M | 552K | ▲+67% Added · +221K sh | Q1 2026 | |
| 4 | Nuveen, LLC | $9.1M | 495K | —Held | Q1 2026 | |
| 5 | RIVERBRIDGE PARTNERS LLC | $8.0M | 333K | ▼−39% Reduced · −217K sh | Q2 2026 | |
| 6 | MARSHALL WACE, LLP | $4.9M | 267K | ▲New +267K sh | Q1 2026 | |
| 7 | GILDER GAGNON HOWE & CO LLC | $4.1M | 224K | ▼−6.2% Reduced · −15K sh | Q1 2026 | |
| 8 | Alyeska Investment Group, L.P. | $4.0M | 216K | —Held | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $3.8M | 205K | ▲+523% Added · +172K sh | Q1 2026 | |
| 10 | BlackRock, Inc. | $3.4M | 187K | —Held | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $3.4M | 182K | ▼−23% Reduced · −54K sh | Q1 2026 | |
| 12 | Ascent Group, LLC | $3.2M | 174K | ▲+70% Added · +72K sh | Q1 2026 | |
| 13 | BALYASNY ASSET MANAGEMENT L.P. | $3.1M | 170K | ▲17× Added · +160K sh | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $3.1M | 169K | ▲New +169K sh | Q1 2026 | |
| 15 | FMR LLC | $2.8M | 151K | ▼−86% Reduced · −914K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $2.3M | 123K | ▲+130% Added · +70K sh | Q1 2026 | |
| 17 | RENAISSANCE TECHNOLOGIES LLC | $2.2M | 118K | ▲+202% Added · +79K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $2.1M | 112K | ▲+208% Added · +75K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $2.0M | 110K | ▲New +110K sh | Q1 2026 | |
| 20 | MILLENNIUM MANAGEMENT LLC | $2.0M | 107K | ▲13× Added · +99K sh | Q1 2026 | |
| 21 | UBS Group AG | $1.5M | 82K | ▲+79% Added · +36K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $1.5M | 82K | ▲New +82K sh | Q1 2026 | |
| 23 | Qube Research & Technologies Ltd | $1.3M | 73K | ▲+166% Added · +45K sh | Q1 2026 | |
| 24 | BRASADA CAPITAL MANAGEMENT, LP | $1.3M | 72K | ▼−55% Reduced · −89K sh | Q1 2026 | |
| 25 | VICTORY CAPITAL MANAGEMENT INC | $1.3M | 72K | ▼−10% Reduced · −8K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 22 funds | $5.0B |
| ALPHABET INC-CL AGOOGL | 21 funds | $3.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 21 funds | $2.5B |
| NVIDIA CORPNVDA | 20 funds | $9.8B |
| AMAZON.COM INCAMZN | 20 funds | $7.0B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $3.8B |
| COSTCO WHOLESALE CORPCOST | 20 funds | $1.6B |
| SERVICENOW INCNOW | 20 funds | $715.7M |
| APPLE INCAAPL | 19 funds | $5.2B |
| MICRON TECHNOLOGY INCMU | 19 funds | $3.3B |
| BROADCOM INCAVGO | 19 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 19 funds | $2.2B |
Ranked by how many of TWFG's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 5, 2026 | DOAK MICHAEL | Director | Buy (P) | 8K | $153K |
| Jun 4, 2026 | DOAK MICHAEL | Director | Buy (P) | 11K | $210K |
| Jun 3, 2026 | DOAK MICHAEL | Director | Buy (P) | 23K | $428K |
| Jun 2, 2026 | DOAK MICHAEL | Director | Buy (P) | 17K | $318K |
| Jun 1, 2026 | DOAK MICHAEL | Director | Buy (P) | 17K | $319K |
| May 29, 2026 | DOAK MICHAEL | Director | Buy (P) | 11K | $214K |
| May 28, 2026 | DOAK MICHAEL | Director | Buy (P) | 11K | $208K |
| May 27, 2026 | DOAK MICHAEL | Director | Buy (P) | 25K | $463K |
| May 26, 2026 | DOAK MICHAEL | Director | Buy (P) | 11K | $212K |
| May 22, 2026 | DOAK MICHAEL | Director | Buy (P) | 11K | $208K |
| May 21, 2026 | DOAK MICHAEL | Director | Buy (P) | 18K | $325K |
| May 20, 2026 | DOAK MICHAEL | Director | Buy (P) | 16K | $296K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TWFG/capital-change-brief"
Use Arkolith's capital_change_brief for TWFG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TWFG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.