TWFG INC COM CL A is a security (CUSIP 87318A101) tracked across SEC portfolio filings. 87 institutional managers reported $167.2M on Form 13F as of 2026-06-30; 13 registered fund positions totaling $57.8M via N-PORT as of 2026-05-31.
Showing 15 of 87 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BAMCO INC /NY/ | NEW YORK, NY | $20.9M | 1,135,099 |
| Capital International Investors | Los Angeles, CA | $19.6M | 1,065,732 |
| VANGUARD GROUP INC | Valley Forge, PA | $18.8M | 654,631 |
| Giverny Capital Inc. | MONTREAL, A8 | $10.2M | 552,107 |
| CENTRAL SECURITIES CORP | New York, NY | $9.2M | 500,000 |
| Nuveen, LLC | CHARLOTTE, NC | $9.1M | 495,092 |
| RIVERBRIDGE PARTNERS LLC | MINNEAPOLIS, MN | $8.0M | 332,658 |
| Ascent Group, LLC | VIRGINIA BEACH, VA | $5.1M | 212,310 |
| MARSHALL WACE, LLP | LONDON, X0 | $4.9M | 266,828 |
| GILDER GAGNON HOWE & CO LLC | New York, NY | $4.1M | 223,639 |
| Alyeska Investment Group, L.P. | CHICAGO, IL | $4.0M | 215,778 |
| TWO SIGMA INVESTMENTS, LP | New York, NY | $3.8M | 205,213 |
| BlackRock, Inc. | New York, NY | $3.4M | 187,337 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $3.4M | 182,092 |
| Balyasny Asset Management L.P. | Chicago, IL | $3.1M | 170,182 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| SMALLCAP World Fund Inc | SMALLCAP World Fund Inc | $19.6M | 2.42% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | $9.8M | 12.11% |
| T. Rowe Price Small-Cap Value Fund, Inc. | T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | $9.4M | 10.19% |
| Central Securities Corporation | CENTRAL SECURITIES CORPORATION | $9.2M | 52.80% |
| T. Rowe Price Institutional Small-Cap Stock Fund | T. Rowe Price Equity Funds, Inc. | $5.3M | 12.27% |
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $3.0M | 0.37% |
| U.S. MICRO CAP PORTFOLIO | DFA INVESTMENT DIMENSIONS GROUP INC | $469K | 0.63% |
| Victory RS Small Cap Growth Equity VIP Series | Victory Variable Insurance Funds | $326K | 60.64% |
| Baron Financials ETF | Baron ETF Trust | $302K | 65.71% |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund | T. ROWE PRICE SPECTRUM FUNDS II, INC. | $235K | 0.54% |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | VANGUARD INSTITUTIONAL INDEX FUNDS | $129K | 0.04% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $127K | 0.02% |
| TIFF MULTI-ASSET FUND | TIFF Investment Program | $-8K | -0.06% |