TWFG, Inc. (TWFG)

Distributing

Strong institutional distribution: ownership decreased -7.48% quarter-over-quarter.

Data as of Q1 2026

Institutional Ownership

73.60%

QoQ Change

-7.48%

Total Value

$160.1B

Shares Outstanding

14.9M

Crowding AnalysisCrowded

Holders82of 5,944

Avg: 68

Uncrowded85th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.71x

68th percentile

53 buying31 selling

+28

New

-12

Closed

-1,100,918

Net shares

Holding Period Distribution

estimate

Median: 2 QAvg: 2.6 QHolders: 82

Ownership Concentration

Top 5: 49.4%Top 10: 67.9%

T. Rowe Price Investment Management,19.1%

BAMCO10.3%

Capital International Investors9.7%

VANGUARD CAPITAL MANAGEMENT5.2%

Giverny Capital5.0%

Others (77)50.6%

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Conviction-Weighted Ownership

Median weight: 0.04%Avg weight: 0.15%Max: 0.76%High conviction (>1%): 0

T. Rowe Price Investment Management,

BAMCO

Capital International Investors

VANGUARD CAPITAL MANAGEMENT

GILDER GAGNON HOWE & CO

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Whale Moves Timeline (6 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWVANGUARD CAPITAL MANAGEMENT$10M571K shr

NEWMARSHALL WACE, LLP$5M267K shr

NEWGILDER GAGNON HOWE & CO$4M224K shr

BOUGHTGiverny Capital$4M221K shr

BOUGHTBAMCO INC /NY$3M181K shr

BOUGHTCapital International Investors$15M511K shr

NEWGiverny Capital$10M332K shr

SOLDALLIANCEBERNSTEIN L.P.$2M57K shr

BOUGHTRIVERBRIDGE PARTNERS$1M51K shr

SOLDFMR$734K26K shr

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Institutional Trends (7 Quarters)

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Institutional Holders

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