Cross-fund · 5 holders
TWFG
TWFG INC
CUSIP 87318A101
5
Tracked holders
$27.4M
Aggregate value
1,123,044
Shares
5
Active funds
Funds holding TWFG
| Fund | Strategy | Period | Value | % of book | Δ shares | Status |
|---|---|---|---|---|---|---|
| Vanguard | Institutional | Q4 2025 | $18.8M | — | +14,920 | +2.3% |
| BlackRock | Institutional | Q1 2026 | $3.4M | — | 0 | HELD |
| Citadel | Multi-Strategy | Q1 2026 | $2.0M | — | +109,502 | NEW |
| Millennium | Multi-Strategy | Q1 2026 | $2.0M | — | +98,631 | +1191.9% |
| Point72FEAT | Multi-Strategy | Q1 2026 | $1.2M | — | +64,668 | NEW |
Aggregated from the latest 13F-HR per tracked fund (longs only). QoQ deltas compare against each fund's prior quarterly filing.