TWFG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth n/a ·
share flow n/a ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | -4 | 5.74M | $138.05M | +4 | −8 |
| Q1 2026 | 49 | +8 | 6.23M | $114.60M | +10 | −2 |
| Q4 2025 | 41 | 0 | 6.62M | $190.56M | n/a | n/a |
| Q3 2025 | 11 | -3 | 2.59M | $71.15M | n/a | −3 |
| Q2 2025 | 12 | +1 | 2.47M | $86.56M | +1 | n/a |
| Q1 2025 | 8 | -2 | 735.58K | $22.74M | n/a | −2 |
| Q4 2024 | 10 | +2 | 746.52K | $23.00M | +3 | −1 |
| Q3 2024 | 7 | +7 | 1.70M | $46.13M | +7 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 935.13K | New | $25.36M | 0.0% | New | 1 | SEC ↗ ×2 |
| 2 | Citadel Advisors ✦ | 359.80K | New | $9.76M | 0.0% | New | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 136.32K | New | $3.70M | 0.0% | New | 1 | SEC ↗ ×2 |
| 4 | Soros Fund Management ✦ | 100.00K | New | $2.71M | 0.1% | New | 1 | SEC ↗ |
| 5 | Marshall Wace ✦ | 97.17K | New | $2.64M | 0.0% | New | 1 | SEC ↗ ×2 |
| 6 | Two Sigma Investments ✦ | 47.52K | New | $1.29M | 0.0% | New | 1 | SEC ↗ |
| 7 | Norges Bank ✦ (passive) | 25.00K | New | $678,000 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| T. Rowe Price | $25.36M | 0.0% |
| Citadel Advisors | $9.76M | 0.0% |
| Geode Capital Management | $3.70M | 0.0% |
| Soros Fund Management | $2.71M | 0.1% |
| Marshall Wace | $2.64M | 0.0% |
| Two Sigma Investments | $1.29M | 0.0% |
| Norges Bank | $678,000 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 85 holders, 11.03M shares, $160.39M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.