# TWFG INC COM CL A

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.

## Summary

- Issuer: TWFG INC
- Class: COM CL A
- CUSIP: 87318A101
- Asset category: EC
- 13F holders: 87
- 13F value: $167.2M
- 13F period: 2026-06-30
- N-PORT fund positions: 13
- N-PORT value: $57.8M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 87 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [BAMCO INC /NY/](https://search.stillhousedata.com/firm/110789) | NEW YORK, NY | $20.9M | 1,135,099 |
| Capital International Investors | Los Angeles, CA | $19.6M | 1,065,732 |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $18.8M | 654,631 |
| [Giverny Capital Inc.](https://search.stillhousedata.com/firm/130640) | 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](https://search.stillhousedata.com/firm/160885) | LONDON, X0 | $4.9M | 266,828 |
| [GILDER GAGNON HOWE & CO LLC](https://search.stillhousedata.com/firm/2002) | New York, NY | $4.1M | 223,639 |
| [Alyeska Investment Group, L.P.](https://search.stillhousedata.com/firm/155058) | CHICAGO, IL | $4.0M | 215,778 |
| [TWO SIGMA INVESTMENTS, LP](https://search.stillhousedata.com/firm/137137) | New York, NY | $3.8M | 205,213 |
| BlackRock, Inc. | New York, NY | $3.4M | 187,337 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $3.4M | 182,092 |
| [Balyasny Asset Management L.P.](https://search.stillhousedata.com/firm/138111) | Chicago, IL | $3.1M | 170,182 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [SMALLCAP World Fund Inc](https://search.stillhousedata.com/fund/S000009599) | SMALLCAP World Fund Inc | $19.6M | 2.42% |
| [T. Rowe Price Small-Cap Stock Fund, Inc.](https://search.stillhousedata.com/fund/S000002120) | T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | $9.8M | 12.11% |
| [T. Rowe Price Small-Cap Value Fund, Inc.](https://search.stillhousedata.com/fund/S000002121) | 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](https://search.stillhousedata.com/fund/S000002094) | T. Rowe Price Equity Funds, Inc. | $5.3M | 12.27% |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $3.0M | 0.37% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $469K | 0.63% |
| [Victory RS Small Cap Growth Equity VIP Series](https://search.stillhousedata.com/fund/S000053585) | Victory Variable Insurance Funds | $326K | 60.64% |
| [Baron Financials ETF](https://search.stillhousedata.com/fund/S000096484) | Baron ETF Trust | $302K | 65.71% |
| [T. Rowe Price Spectrum Moderate Growth Allocation Fund](https://search.stillhousedata.com/fund/S000002138) | T. ROWE PRICE SPECTRUM FUNDS II, INC. | $235K | 0.54% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $129K | 0.04% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $127K | 0.02% |
| [TIFF MULTI-ASSET FUND](https://search.stillhousedata.com/fund/S000006387) | TIFF Investment Program | $-8K | -0.06% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/87318A101.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.