TWFG / TWFG, Inc. - Kepemilikan Institusional - Pembeli

TWFG, Inc.

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di TWFG, Inc. meliputi Riverbridge Partners Llc, Giverny Capital Inc., Grandeur Peak Global Advisors, LLC, GUSYX - Grandeur Peak US Stalwarts Fund Institutional Class, FSAKX - Strategic Advisers U.S. Total Stock Fund, PCSGX - PACE Small/Medium Co Growth Equity Investments Class P, XTX Topco Ltd, GGSOX - Grandeur Peak Global Stalwarts Fund Investor Class, Hrt Financial Lp, GPRIX - Grandeur Peak Global Reach Fund Institutional Class, Envestnet Asset Management Inc, Virtu Financial LLC, Man Group plc, Charles Schwab Investment Management Inc, State of Tennessee, Treasury Department, Us Bancorp \de\, DTSGX - Small Company Growth Portfolio Investment Class, GPGEX - Grandeur Peak Global Explorer Fund Institutional Class, Raymond James Financial Inc, dan Fifth Third Bancorp .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-14 13F Two Sigma Advisers, Lp 50,700 2.22 1,774 15.72
2025-08-14 13F Schonfeld Strategic Advisors LLC 12,966 59.19 454 80.48
2025-08-14 13F Man Group plc 6,371 223
2025-08-28 NP DTSGX - Small Company Growth Portfolio Investment Class 1,168 41
2025-08-01 13F Envestnet Asset Management Inc 9,762 342
2025-05-12 13F Nomura Asset Management Co Ltd 0 0
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 311 28.51 11 42.86
2025-08-15 13F Tower Research Capital LLC (TRC) 272 10
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 3,393 6.90 119 20.41
2025-08-14 13F Royal Bank Of Canada 5,665 316.54 199 373.81
2025-08-14 13F Bank Of America Corp /de/ 50,618 287.22 1,772 338.37
2025-08-14 13F Qube Research & Technologies Ltd 78,910 0.12 2,762 13.34
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 146,722 16.00 4,648 28.15
2025-07-17 13F Park Place Capital Corp 98 3
2025-08-26 NP DMCRX - Driehaus Micro Cap Growth Fund 61,446 0.17 2,151 13.40
2025-06-30 NP GPGEX - Grandeur Peak Global Explorer Fund Institutional Class 725 23
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 404,140 2.33 14,145 15.87
2025-08-26 NP PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 448,008 77.49 15,680 100.97
2025-07-24 NP LRSCX - Small-Cap Value Series Class A 89,699 1.41 3,140 17.43
2025-08-14 13F Millennium Management Llc 114,074 104.34 3,993 131.42
2025-08-14 13F Goldman Sachs Group Inc 67,788 66.57 2,373 88.70
2025-08-14 13F Bamco Inc /ny/ 902,061 3.95 31,572 17.70
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 16,366 573
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 12,833 8.63 449 23.01
2025-08-19 13F State of Wyoming 5,188 42.02 182 61.61
2025-08-14 13F D. E. Shaw & Co., Inc. 8,417 295
2025-08-12 13F LPL Financial LLC 31,837 3.61 1,114 17.39
2025-08-15 13F/A Symphony Financial, Ltd. Co. 6,049 209
2025-08-14 13F Raymond James Financial Inc 500 18
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 23,987 840
2025-06-30 NP GGSOX - Grandeur Peak Global Stalwarts Fund Investor Class 12,559 398
2025-07-29 NP TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,399 7.47 294 24.58
2025-06-30 NP GUSYX - Grandeur Peak US Stalwarts Fund Institutional Class 25,828 818
2025-08-13 13F Giverny Capital Inc. 177,848 6,225
2025-06-26 NP FSSLX - Fidelity Series Small Cap Core Fund 176,350 20.91 5,587 33.57
2025-07-29 NP TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,030 8.32 701 25.40
2025-08-14 13F Tudor Investment Corp Et Al 78,164 10.52 2,736 25.11
2025-08-06 13F First Horizon Advisors, Inc. 309 11
2025-08-14 13F Boothbay Fund Management, Llc 41,334 225.46 1,447 268.88
2025-08-14 13F Next Century Growth Investors Llc 144,398 34.03 5,054 51.74
2025-07-29 NP PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,444 6.54 191 23.38
2025-08-21 NP MXMTX - Great-West Small Cap Growth Fund Investor Class 7,508 263
2025-08-14 13F Gillson Capital LP 147,500 0.00 5 25.00
2025-08-14 13F Hrt Financial Lp 11,413 0
2025-08-15 13F State of Tennessee, Treasury Department 4,435 155
2025-07-15 13F Riverbridge Partners Llc 344,267 12,049
2025-08-13 13F Northern Trust Corp 51,204 59.21 1,792 80.28
2025-08-13 13F Quantbot Technologies LP 4,053 52.48 142 71.95
2025-08-13 13F Grandeur Peak Global Advisors, LLC 80,257 2,809
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 68,193 0.86 2,387 16.78
2025-06-27 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 21,552 683
2025-08-14 13F Jane Street Group, Llc 34,831 1,219
2025-08-14 13F Bnp Paribas Arbitrage, Sa 18,353 145.23 642 177.92
2025-08-08 13F Pnc Financial Services Group, Inc. 647 29.40 23 46.67
2025-08-26 NP QAAGRX - T. Rowe Price Moderate Allocation Portfolio This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 920 12.75 32 28.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 686 15.10 24 33.33
2025-08-14 13F Fmr Llc 968,068 10.20 33,882 24.78
2025-07-21 13F Ascent Group, LLC 48,547 10.63 1,699 25.29
2025-08-07 13F Acadian Asset Management Llc 71,738 5.17 3 0.00
2025-08-13 13F Seven Grand Managers, Llc 40,000 33.33 1,400 51.02
2025-07-28 13F Td Asset Management Inc 57,394 8.41 2,009 22.74
2025-08-14 13F Two Sigma Investments, Lp 99,529 19.51 3,484 35.31
2025-08-12 13F Virtu Financial LLC 6,523 0
2025-07-24 13F Us Bancorp \de\ 1,550 54
2025-08-12 13F Charles Schwab Investment Management Inc 5,800 203
2025-08-12 13F BlackRock, Inc. 187,468 2.53 6,561 16.10
2025-08-14 13F Sei Investments Co 9,310 14.19 326 28.97
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 NP OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 759,778 8.33 26,592 22.67
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23,809 5.50 834 22.14
2025-08-13 13F Victory Capital Management Inc 223,298 1.73 7,815 15.20
2025-08-14 13F Lord, Abbett & Co. Llc 245,507 177.57 9 300.00
2025-08-27 13F/A Squarepoint Ops LLC 8,039 281
2025-07-15 13F MCF Advisors LLC 183 37.59 6 50.00
2025-07-15 13F Fifth Third Bancorp 429 15
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 126,828 6.31 4,439 20.37
2025-08-14 13F State Street Corp 55,615 1.64 1,947 15.08
2025-08-12 13F XTX Topco Ltd 14,899 521
2025-09-04 13F/A Advisor Group Holdings, Inc. 25 1
2025-08-26 NP TRSSX - T. Rowe Price Institutional Small-Cap Stock Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 406,018 9.14 14,211 23.59
2025-06-30 NP GPRIX - Grandeur Peak Global Reach Fund Institutional Class 10,612 336
2025-08-14 13F T. Rowe Price Investment Management, Inc. 2,455,370 23.47 86 39.34
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 207,955 32.29 7,281 53.17
2025-08-14 13F Alliancebernstein L.p. 1,172,985 0.22 41,054 13.48
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,415 12.72 645 30.36
2025-06-26 NP QUASX - AB Small Cap Growth Portfolio Class A 642,859 14.13 20,366 26.06
2025-08-08 13F Islay Capital Management, Llc 10 0
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