Among active 13F managers last quarter, 10 opened and 20 added, while 12 reduced; the largest holder to move was Giverny Capital Inc. (+18%). Over the last 180 days, 1 insider bought and none sold, a net +$3.4M in open-market trades.
Funds lean in and no leg opposes.
78 tracked 13F filers disclose a position in TWFG as of the latest SEC 13F filings, a combined $141.0M in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management, Inc. | 754K | Withheld | ▼−64% Reduced · −1.3M sh | Q2 2026 | |
| 2 | Giverny Capital Inc. | 652K | $15.7M | ▲+18% Added · +100K sh | Q2 2026 | |
| 3 | Central Securities Corp | 500K | $12.0M | —Held | Q2 2026 | |
| 4 | Nuveen, LLC | 495K | $9.1M | —Held | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 489K | $11.8M | ▼−14% Reduced · −81K sh | Q2 2026 | |
| 6 | Riverbridge Partners LLC | 333K | $8.0M | ▼−39% Reduced · −217K sh | Q2 2026 | |
| 7 | Marshall Wace, LLP | 267K | $4.9M | ▲New +267K sh | Q1 2026 | |
| 8 | BlackRock, Inc. | 222K | $5.3M | ▲+19% Added · +35K sh | Q2 2026 | |
| 9 | Gilder Gagnon Howe & Co LLC | 221K | $5.3M | ▼−1.1% Reduced · −2K sh | Q2 2026 | |
| 10 | Alyeska Investment Group, L.P. | 216K | $5.2M | —Held | Q2 2026 | |
| 11 | Citadel Advisors LLC | 215K | $5.2M | ▲+96% Added · +105K sh | Q2 2026 | |
| 12 | Ascent Group, LLC | 212K | $5.1M | ▲+22% Added · +38K sh | Q2 2026 | |
| 13 | Two Sigma Investments, LP | 205K | $3.8M | ▲+523% Added · +172K sh | Q1 2026 | |
| 14 | Geode Capital Management, LLC | 174K | $4.2M | ▼−4.3% Reduced · −8K sh | Q2 2026 | |
| 15 | Balyasny Asset Management L.P. | 170K | $3.1M | ▲17× Added · +160K sh | Q1 2026 | |
| 16 | Jane Street Group, LLC | 169K | $3.1M | ▲New +169K sh | Q1 2026 | |
| 17 | Point72 Asset Management, L.P. | 135K | $3.3M | ▲+109% Added · +70K sh | Q2 2026 | |
| 18 | Goldman Sachs Group Inc | 123K | $2.3M | ▲+130% Added · +70K sh | Q1 2026 | |
| 19 | Renaissance Technologies LLC | 118K | $2.2M | ▲+202% Added · +79K sh | Q1 2026 | |
| 20 | Morgan Stanley | 112K | $2.1M | ▲+208% Added · +75K sh | Q1 2026 | |
| 21 | Millennium Management LLC | 107K | $2.0M | ▲13× Added · +99K sh | Q1 2026 | |
| 22 | Tudor Investment Corp Et Al | 103K | $2.5M | ▲+252% Added · +73K sh | Q2 2026 | |
| 23 | Trexquant Investment LP | 87K | $2.1M | ▲+134% Added · +50K sh | Q2 2026 | |
| 24 | Vanguard Fiduciary Trust Co | 83K | $2.0M | ▲+0.7% Added · +571 sh | Q2 2026 | |
| 25 | UBS Group AG | 82K | $1.5M | ▲+79% Added · +36K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 10 funds opened a new position in TWFG and 20 added to an existing one, while 12 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Amazon.com IncAMZN | 46 funds | $76.3B |
| Microsoft CorpMSFT | 45 funds | $91.7B |
| Alphabet Inc-CL AGOOGL | 45 funds | $76.3B |
| Nvidia CorpNVDA | 44 funds | $160.3B |
| JPMorgan Chase & CoJPM | 44 funds | $26.2B |
| Visa Inc-Class A SharesV | 43 funds | $23.6B |
| Broadcom IncAVGO | 42 funds | $67.0B |
| Meta Platforms Inc-Class AMETA | 42 funds | $44.0B |
| Mastercard Inc - AMA | 42 funds | $24.8B |
| Costco Wholesale CorpCOST | 42 funds | $12.9B |
| Advanced Micro DevicesAMD | 41 funds | $29.1B |
| Micron Technology IncMU | 41 funds | $26.3B |
Ranked by how many of TWFG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TWFG.
| 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 |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 30 | 21 | – |
Insiders Form 4 open-market | 1 | 0 | +$3.4M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for TWFG
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.