Institutional HoldersBeta
Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.
Held by 13F filers
9,110,183
70.7% of Common Class A
Holders
81
-4 vs 2026-03-31 · 11 new, 15 exited
Value
$219.1M
shares -17.4% vs prior quarter
Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-08-05)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common Class A | TWFG · NASDAQ | 12,880,333 | 9,110,183 | 70.7% | 81 | 87318A101 |
| Common Class B | not listed | 7,277,651 | — | — | ||
| Common Class C | not listed | 33,893,810 | — | — |
Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.
Top holders (81 of 81 · 87318A101)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | BAMCO INC /NY/ | 1,135,091 | 8.81% | $27.3M | -8 (-0.0%) |
| 2 | FRANKLIN RESOURCES INC | 781,912 | 6.07% | $18.8M | +771,912 (+7719.1%) |
| 3 | T. Rowe Price Investment Management, Inc. | 753,680 | 5.85% | $18.1M | -1,345,618 (-64.1%) |
| 4 | Giverny Capital Inc. | 652,452 | 5.07% | $15.7M | +100,345 (+18.2%) |
| 5 | Central Securities Corp | 500,000 | 3.88% | $12.0M | — |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 489,244 | 3.80% | $11.8M | -81,293 (-14.2%) |
| 7 | MARSHALL WACE, LLP | 408,732 | 3.17% | $9.8M | +141,904 (+53.2%) |
| 8 | TWO SIGMA INVESTMENTS, LP | 372,365 | 2.89% | $9.0M | +167,152 (+81.5%) |
| 9 | JANE STREET GROUP, LLC | 353,216 | 2.74% | $8.5M | +184,211 (+109.0%) |
| 10 | RIVERBRIDGE PARTNERS LLC | 332,658 | 2.58% | $8.0M | -216,956 (-39.5%) |
| 11 | BlackRock, Inc. | 222,376 | 1.73% | $5.3M | +35,039 (+18.7%) |
| 12 | GILDER GAGNON HOWE & CO LLC | 221,180 | 1.72% | $5.3M | -2,459 (-1.1%) |
| 13 | Alyeska Investment Group, L.P. | 215,778 | 1.68% | $5.2M | — |
| 14 | CITADEL ADVISORS LLC | 214,589 | 1.67% | $5.2M | +105,087 (+96.0%) |
| 15 | Ascent Group, LLC | 212,310 | 1.65% | $5.1M | +37,868 (+21.7%) |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 174,213 | 1.35% | $4.2M | -7,879 (-4.3%) |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 149,900 | 1.16% | $3.6M | +31,573 (+26.7%) |
| 18 | Gillson Capital LP | 148,665 | 1.15% | $3.6M | +20,000 (+15.5%) |
| 19 | Point72 Asset Management, L.P. | 135,139 | 1.05% | $3.3M | +70,471 (+109.0%) |
| 20 | MORGAN STANLEY | 127,879 | 0.99% | $3.1M | +16,353 (+14.7%) |
| 21 | GOLDMAN SACHS GROUP INC | 114,678 | 0.89% | $2.8M | -8,154 (-6.6%) |
| 22 | TUDOR INVESTMENT CORP ET AL | 102,591 | 0.80% | $2.5M | +73,426 (+251.8%) |
| 23 | DIMENSIONAL FUND ADVISORS LP | 93,734 | 0.73% | $2.3M | +26,122 (+38.6%) |
| 24 | Trexquant Investment LP | 87,370 | 0.68% | $2.1M | +49,991 (+133.7%) |
| 25 | BANK OF AMERICA CORP /DE/ | 84,570 | 0.66% | $2.0M | +30,459 (+56.3%) |
| 26 | VICTORY CAPITAL MANAGEMENT INC | 82,675 | 0.64% | $2.0M | +10,765 (+15.0%) |
| 27 | VANGUARD FIDUCIARY TRUST CO | 82,554 | 0.64% | $2.0M | +571 (+0.7%) |
| 28 | Qube Research & Technologies Ltd | 68,450 | 0.53% | $1.6M | -4,485 (-6.1%) |
| 29 | XTX Topco Ltd | 67,439 | 0.52% | $1.6M | +21,653 (+47.3%) |
| 30 | STATE STREET CORP | 66,566 | 0.52% | $1.6M | — |
| 31 | Schonfeld Strategic Advisors LLC | 61,728 | 0.48% | $1.5M | +12,029 (+24.2%) |
| 32 | MILLENNIUM MANAGEMENT LLC | 60,048 | 0.47% | $1.4M | -46,858 (-43.8%) |
| 33 | PRICE T ROWE ASSOCIATES INC /MD/ | 45,064 | 0.35% | $1.1M | +4,605 (+11.4%) |
| 34 | UBS Group AG | 43,698 | 0.34% | $1.1M | -38,487 (-46.8%) |
| 35 | Symphony Financial, Ltd. Co. | 39,089 | 0.30% | $942K | +23,682 (+153.7%) |
| 36 | RAYMOND JAMES FINANCIAL INC | 31,350 | 0.24% | $754K | +1,775 (+6.0%) |
| 37 | NORTHERN TRUST CORP | 31,116 | 0.24% | $748K | -9,015 (-22.5%) |
| 38 | Quantbot Technologies LP | 28,534 | 0.22% | $686K | +21,427 (+301.5%) |
| 39 | Dynamic Technology Lab Private Ltd | 28,404 | 0.22% | $683K | -992 (-3.4%) |
| 40 | D. E. Shaw & Co., Inc. | 28,178 | 0.22% | $678K | NEW |
| 41 | BLALOCK WILLIAMS, LLC | 22,911 | 0.18% | $551K | +2,978 (+14.9%) |
| 42 | STATE OF WISCONSIN INVESTMENT BOARD | 21,008 | 0.16% | $505K | -2,315 (-9.9%) |
| 43 | BRASADA CAPITAL MANAGEMENT, LP | 19,419 | 0.15% | $467K | -52,680 (-73.1%) |
| 44 | Centiva Capital, LP | 18,559 | 0.14% | $446K | +7,609 (+69.5%) |
| 45 | ENVESTNET ASSET MANAGEMENT INC | 16,145 | 0.13% | $388K | +3,087 (+23.6%) |
| 46 | MANGROVE PARTNERS IM, LLC | 15,091 | 0.12% | $363K | -7,407 (-32.9%) |
| 47 | Dockside LLC | 13,852 | 0.11% | $333K | NEW |
| 48 | Bank of New York Mellon Corp | 13,577 | 0.11% | $327K | -1,114 (-7.6%) |
| 49 | BNP PARIBAS FINANCIAL MARKETS | 11,493 | 0.09% | $276K | +10,337 (+894.2%) |
| 50 | Jump Financial, LLC | 11,374 | 0.09% | $274K | -12,199 (-51.7%) |
| 51 | Walleye Capital LLC | 10,885 | 0.08% | $262K | NEW |
| 52 | BARCLAYS PLC | 10,563 | 0.08% | $254K | -162 (-1.5%) |
| 53 | AMERICAN CENTURY COMPANIES INC | 10,430 | 0.08% | $251K | +153 (+1.5%) |
| 54 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 10,228 | 0.08% | $246K | NEW |
| 55 | Aquatic Capital Management LLC | 10,169 | 0.08% | $245K | -6,066 (-37.4%) |
| 56 | Americana Partners, LLC | 10,000 | 0.08% | $241K | — |
| 57 | GSA CAPITAL PARTNERS LLP | 8,996 | 0.07% | $216K | NEW |
| 58 | ROYAL BANK OF CANADA | 6,391 | 0.05% | $153K | -94 (-1.4%) |
| 59 | Vanguard Global Advisers, LLC | 5,907 | 0.05% | $142K | — |
| 60 | EMERALD MUTUAL FUND ADVISERS TRUST | 4,900 | 0.04% | $118K | — |
| 61 | Russell Investments Group, Ltd. | 1,985 | 0.02% | $48K | +225 (+12.8%) |
| 62 | WELLS FARGO & COMPANY/MN | 1,127 | 0.01% | $27K | NEW |
| 63 | FMR LLC | 1,119 | 0.01% | $27K | -150,162 (-99.3%) |
| 64 | FIFTH THIRD BANCORP | 896 | 0.01% | $22K | — |
| 65 | CITIGROUP INC | 675 | 0.01% | $16K | -1,393 (-67.4%) |
| 66 | EverSource Wealth Advisors, LLC | 592 | 0.00% | $14K | NEW |
| 67 | US BANCORP \DE\ | 555 | 0.00% | $13K | — |
| 68 | PNC Financial Services Group, Inc. | 500 | 0.00% | $12K | -293 (-36.9%) |
| 69 | Aster Capital Management (DIFC) Ltd | 328 | 0.00% | $8K | NEW |
| 70 | Farther Finance Advisors, LLC | 313 | 0.00% | $8K | — |
| 71 | JONES FINANCIAL COMPANIES LLLP | 273 | 0.00% | $6K | +150 (+122.0%) |
| 72 | Federation des caisses Desjardins du Quebec | 135 | 0.00% | $3K | — |
| 73 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 131 | 0.00% | $3K | +31 (+31.0%) |
| 74 | Quarry LP | 121 | 0.00% | $3K | NEW |
| 75 | GAMMA Investing LLC | 96 | 0.00% | $2K | NEW |
| 76 | Parallel Advisors, LLC | 79 | 0.00% | $2K | — |
| 77 | JPMORGAN CHASE & CO | 58 | 0.00% | $1K | NEW |
| 78 | OSAIC HOLDINGS, INC. | 50 | 0.00% | $1K | — |
| 79 | Caitong International Asset Management Co., Ltd | 26 | 0.00% | $625 | +23 (+766.7%) |
| 80 | Arax Advisory Partners | 9 | 0.00% | $216 | +6 (+200.0%) |
| 81 | Tower Research Capital LLC (TRC) | 2 | 0.00% | $48 | -7,009 (-100.0%) |
Exited since 2026-03-31 (15 filers; largest 15 shown)
| Capital International Investors | −1,065,732 |
| Nuveen, LLC | −495,092 |
| Balyasny Asset Management L.P. | −170,182 |
| Lighthouse Investment Partners, LLC | −59,909 |
| HRT FINANCIAL LP | −45,555 |
| TD Asset Management Inc | −40,208 |
| AXQ CAPITAL, LP | −28,353 |
| Magnetar Financial LLC | −21,683 |
| 1832 Asset Management L.P. | −16,962 |
| Squarepoint Ops LLC | −16,878 |
| SEI INVESTMENTS CO | −12,473 |
| QUADRANT CAPITAL GROUP LLC | −2,357 |
| ACADIAN ASSET MANAGEMENT LLC | −1,156 |
| CWM, LLC | −703 |
| Rachor Investment Advisory Services, LLC | −6 |
Large holders from 13D/13G (latest per reporting person, last 2 years)
Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.
| Reporting person | Form | Filed | Event | Shares | % of class |
|---|---|---|---|---|---|
| Michelle Caroline Bunch | SCHEDULE 13G/A | 2026-08-14 | 2026-06-30 | 288,451 | 0% |
| Richard F. Bunch III | SCHEDULE 13G/A | 2026-08-14 | 2026-06-30 | 34,276,133 | 0.7% |
| BAMCO INC /NY/ | SCHEDULE 13G/A | 2026-08-14 | 2026-06-30 | 951,175 | 7.32% |
| Ronald Baron | SCHEDULE 13G/A | 2026-08-14 | 2026-06-30 | 1,135,091 | 8.73% |
| Baron Capital Management, Inc. | SCHEDULE 13G/A | 2026-08-14 | 2026-06-30 | 183,916 | 1.42% |
| Baron Discovery Fund | SCHEDULE 13G/A | 2026-08-14 | 2026-06-30 | 935,000 | 7.19% |
| Bunch Family Holdings, LLC | SCHEDULE 13G/A | 2026-08-14 | 2026-06-30 | 33,706,604 | 0.7% |
| Baron Capital Group, Inc. | SCHEDULE 13G/A | 2026-08-14 | 2026-06-30 | 1,135,091 | 8.73% |
| Capital International Investors | SCHEDULE 13G/A | 2026-08-12 | 2026-06-30 | 0 | 0% |
| Franklin Mutual Advisers, LLC | SCHEDULE 13G | 2026-07-28 | 2026-06-30 | 781,912 | 6% |
| Franklin Resources, Inc. | SCHEDULE 13G | 2026-07-28 | 2026-06-30 | 781,912 | 6% |
| Charles B. Johnson | SCHEDULE 13G | 2026-07-28 | 2026-06-30 | 0 | 0% |
| Rupert H. Johnson, Jr. | SCHEDULE 13G | 2026-07-28 | 2026-06-30 | 0 | 0% |
| T. Rowe Price Investment Management, Inc. | SCHEDULE 13G/A | 2026-07-08 | 2026-06-30 | 753,680 | 5.8% |
| AllianceBernstein L.P. | SCHEDULE 13G/A | 2026-05-18 | 2026-03-31 | 0 | 0% |
| Abigail P. Johnson | SCHEDULE 13G/A | 2026-05-06 | 2026-03-31 | 151,280.92 | 1% |
| FMR LLC | SCHEDULE 13G/A | 2026-05-06 | 2026-03-31 | 151,280.92 | 1% |
| T. Rowe Price Associates, Inc. | SCHEDULE 13G/A | 2025-05-14 | 2025-03-31 | 28,437 | 0.2% |
| TIAA-CREF Investment Management, LLC | SCHEDULE 13G/A | 2025-02-13 | 2024-12-31 | 711,895 | 4.81% |
Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.