Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Twfg Inc (TWFG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — TWFG

Based on 80 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their TWFG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
80 funds currently hold this stock — 94% of the 3.0-year high of 85 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding TWFG is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

46 buying39 selling
Last quarter: 46 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 13 → 27 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 36% entered in last year

■ 5% conviction (2yr+) ■ 59% medium ■ 36% new
Only 4 funds (5%) 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.
💰

Price up while funds trimmed (+21% value, -18% shares)

Value
+21%
Shares
-17%
Last quarter: total value of institutional TWFG holdings rose +21% even though funds reduced share count by 18%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

21 → 12 → 13 → 27 → 11 new funds/Q
New funds entering each quarter: 12 → 13 → 27 → 11. A growing number of institutions are discovering TWFG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 5% veterans, 45% new entrants

■ 5% veterans ■ 50% 1-2yr ■ 45% new
Of 80 current holders: 4 (5%) held 2+ years, 40 held 1–2 years, 36 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
28 of 79 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — TWFG

In 2026 Q2, 46 hedge funds were net buyers of TWFG (11 opened a new position, 35 added to an existing one), while 39 reduced or exited (23 trimmed, 16 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 32% of total institutional value in TWFG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 80.

Hedge Fund Ownership: TWFG

How many hedge funds hold TWFG — quarterly history vs. share price
Quarterly hedge fund ownership of TWFG vs. share price

Market Analysis: TWFG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TWFG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: TWFG
79 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 79 85 -7.06%
13F Shares 9M 11M -17.78%
Total Value $196M $161M 21.35%
New Positions 11 27 -16
Increased Positions 35 26 +9
Closed Positions 16 12 +4
Reduced Positions 23 18 +5
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TWFG

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Financial Highlights

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Institutional Holders (2026 Q2)

79 + 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:
Top 25 TWFG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Central Securities Corp 0.90% 500,000 $12.0M
2 Giverny Capital Inc. 0.53% 652,452 $15.7M
3 Blalock Williams, LLC 0.36% 22,911 $551K
4 Riverbridge Partners LLC 0.22% 332,658 $8.0M
5 Ascent Group, LLC 0.15% 212,310 $5.1M
6 Dynamic Technology Lab Private Ltd 0.15% 28,404 $683K
7 Symphony Financial, Ltd. Co. 0.10% 39,089 $942K
8 Brasada Capital Management, LP 0.08% — $467K
9 Dockside LLC 0.08% 13,852 $333K
10 Gilder Gagnon Howe & Co LLC 0.05% 221,180 $5.3M
11 Bamco Inc /Ny/ 0.04% 1,135,091 $27.3M
12 Quantbot Technologies LP 0.03% 28,534 $686K
13 Mangrove Partners IM, LLC 0.02% 15,091 $363K
14 XTX Topco Ltd 0.02% 67,439 $1.6M
15 Alyeska Investment Group, L.P. 0.01% 215,778 $5.2M
16 Trexquant Investment LP 0.01% 87,370 $2.1M
17 Aquatic Capital Management LLC 0.01% 10,169 $245K
18 Marshall Wace, LLP 0.01% 408,732 $9.8M
19 Two Sigma Investments, LP 0.01% 372,365 $9.0M
20 Americana Partners, LLC 0.01% 10,000 $240K
21 Schonfeld Strategic Advisors LLC 0.01% 61,728 $1.5M
22 Renaissance Technologies LLC 0.00% 149,900 $3.6M
23 Emerald Mutual Fund Advisers Trust 0.00% 4,900 $118K
24 Franklin Resources Inc 0.00% 781,912 $18.8M
25 Centiva Capital, LP 0.00% 18,559 $446K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TWFG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TWFG?

Slight buying edge — 54% buying: Last quarter: 46 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TWFG holders?

Strong quality — 32% AUM from major funds: 28 of 79 holders rank in the top 100 by AUM, accounting for 32% 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 — 36% entered in last year: Only 4 funds (5%) 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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