Twfg Inc (TWFG): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Twfg Inc (TWFG) following the 2026 Q1 hedge fund 13F filings?

As of today, TWFG has moved +18.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +13.4%. Since the quarter end (March 31, 2026), TWFG gained +16.5% vs +1220.3% for XLF. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Twfg Inc (TWFG)

84 + Investors. Track Smart Money conviction in TWFG. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — TWFG

Based on 84 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added TWFG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

84 hedge funds hold TWFG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q

+14 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 63% buying

53 buying31 selling

Last quarter: 53 funds were net buyers (27 opened a brand new position + 26 added to an existing one). Only 31 were sellers (18 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter

Funds opening a new TWFG position: 21 → 12 → 13 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 38% entered in last year

■ 6% conviction (2yr+) ■ 56% medium ■ 38% new

Only 5 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💎

Buying through price weakness — shares +14%, value -42%

Value

-41%

+14%

Last quarter: funds added +14% more shares while total portfolio value only changed -42%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

11 → 21 → 12 → 13 → 27 new funds/Q

New funds entering each quarter: 21 → 12 → 13 → 27. A growing number of institutions are discovering TWFG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 6% veterans, 46% new entrants

■ 6% veterans ■ 48% 1-2yr ■ 46% new

Of 84 current holders: 5 (6%) held 2+ years, 40 held 1–2 years, 39 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds

25 of 83 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	84	70	20.0%
13F Shares	11M	10M	13.96%
Total Value	$161M	$278M	-41.89%
New Positions	27	13	+14
Increased Positions	26	28	-2
Closed Positions	13	10	+3
Reduced Positions	18	21	-3
Total Calls	0	0	-
Total Puts	1	0	100%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

20.0%

13F Shares

11M

10M

13.96%

Total Value

$161M

$278M

-41.89%

New Positions

+14

Increased Positions

-2

Closed Positions

Reduced Positions

-3

Total Calls

Total Puts

100%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

84 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TWFG. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 TWFG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Central Securities Corp	0.76%	500,000	$9.2M
2	Giverny Capital Inc.	0.37%	552,107	$10.2M
3	Blalock Williams, LLC	0.28%	19,933	$367K
4	Riverbridge Partners LLC	0.25%	549,614	$10.1M
5	Brasada Capital Management, LP	0.25%	72,099	$1.3M
6	Ascent Group, LLC	0.11%	174,442	$3.2M
7	Dynamic Technology Lab Private Ltd	0.09%	29,396	$541K
8	Axq Capital, LP	0.07%	28,353	$521K
9	Bamco Inc /Ny/	0.06%	1,135,099	$20.9M
10	Dockside LLC	0.06%	12,042	$221K
11	Gilder Gagnon Howe & Co LLC	0.05%	223,639	$4.1M
12	Lighthouse Investment Partners, LLC	0.04%	59,909	$1.1M
13	Symphony Financial, Ltd. Co.	0.04%	15,407	$286K
14	Mangrove Partners IM, LLC	0.03%	22,498	$414K
15	XTX Topco Ltd	0.01%	45,786	$842K
16	Alyeska Investment Group, L.P.	0.01%	215,778	$4.0M
17	Aquatic Capital Management LLC	0.01%	16,235	$299K
18	Schonfeld Strategic Advisors LLC	0.01%	49,699	$914K
19	Jump Financial, LLC	0.01%	23,573	$434K
20	Quantbot Technologies LP	0.01%	7,107	$131K
21	Trexquant Investment LP	0.00%	37,379	$687K
22	Marshall Wace, LLP	0.00%	266,828	$4.9M
23	Americana Partners, LLC	0.00%	10,000	$184K
24	Capital International Investors	0.00%	1,065,732	$19.6M
25	Emerald Mutual Fund Advisers Trust	0.00%	4,900	$90K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Twfg Inc (TWFG)

What does the Smart Money Trend signal show for TWFG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added TWFG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TWFG?

More buyers than sellers — 63% buying: Last quarter: 53 funds were net buyers (27 opened a brand new position + 26 added to an existing one). Only 31 were sellers (18 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TWFG holders?

Strong quality — 29% AUM from major funds: 25 of 83 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TWFG?

Mostly new holders — 38% entered in last year: Only 5 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Twfg Inc (TWFG) following the 2026 Q1 hedge fund 13F filings?

As of today, TWFG has moved +18.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +13.4%. Since the quarter end (March 31, 2026), TWFG has gained +16.5% vs +1220.3% for XLF. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Twfg Inc (TWFG)

Smart Money Signals — TWFG

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +20% more funds vs a year ago

More buyers than sellers — 63% buying

More new buyers each quarter (+14 vs last Q)

Mostly new holders — 38% entered in last year

Buying through price weakness — shares +14%, value -42%

Growing discovery — still being found

Mixed cohorts — 6% veterans, 46% new entrants

Strong quality — 29% AUM from major funds

Institutional Sentiment Summary — TWFG

Hedge Fund Ownership: TWFG

Market Analysis: TWFG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TWFG

Is It Too Late to Buy Twfg Inc (TWFG) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: TWFG

Statistics: TWFG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Twfg Inc (TWFG)

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