AI Holders Summary · Q1 2026

84 institutions reported TWFG in Q1 2026. T. Rowe Price Investment Management, Inc. leads at 19.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$39M2.1M0.03%Q1 2026 02

BAMCO INC /NY/

CIK 0001017918

$27M1.1M0.04%Q2 2026 03

FRANKLIN RESOURCES INC

CIK 0000038777

$19M782K0.00%Q2 2026 04

Giverny Capital Inc.

CIK 0001641864

$16M652K0.53%Q2 2026 05

CENTRAL SECURITIES CORP

CIK 0000018748

$12M500K0.90%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$12M489K0.00%Q2 2026 07

MARSHALL WACE, LLP

CIK 0001318757

$10M409K0.01%Q2 2026 08

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$9M372K0.01%Q2 2026 09

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$8M333K0.22%Q2 2026 10

BlackRock, Inc.

CIK 0002012383

$5M222K0.00%Q2 2026 11

GILDER GAGNON HOWE & CO LLC

CIK 0000902464

$5M221K0.05%Q2 2026 12

Alyeska Investment Group, L.P.

CIK 0001453072

$5M216K0.01%Q2 2026 13

CITADEL ADVISORS LLC

CIK 0001423053

$5M215K0.00%Q2 2026 14

Ascent Group, LLC

CIK 0001913231

$5M212K0.15%Q2 2026 15

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$4M174K0.00%Q2 2026 16

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$4M150K0.01%Q2 2026 17

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$3M169K0.00%Q1 2026 18

MORGAN STANLEY

CIK 0000895421

$3M128K0.00%Q2 2026 19

GOLDMAN SACHS GROUP INC

CIK 0000886982

$3M115K0.00%Q2 2026 20

Gillson Capital LP

CIK 0001698055

$2M129K0.19%Q1 2026

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