Twfg, Inc.: which funds bought and sold

Institutions that bought and sold Twfg shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 46 institutions that filed 13F reports for both quarters added to or opened positions in Twfg, and 38 cut or closed them. Together they sold a net 1.9M shares, −17.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.5M shares (−20.0%); index fund managers were net sellers of 63K shares (−5.5%). 12 opened a new position and 14 sold out entirely.

Bought, Q2 2026 46 institutions, 12 of them new holders Sold, Q2 2026 38 institutions, 14 of them sold out

Net change, all compared −1.9M shares (−17.4%)

Net change, active managers −1.5M shares (−20.0%), 17 bought, 14 sold

Buyers versus sellers

institutions compared, 96

46 bought 12 38 sold

Active managers and hedge funds 17 bought · 14 sold · −1.5M

Index fund managers 2 bought · 3 sold · −63K

Other institutions 27 bought · 21 sold · −355K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Franklin Resources Inc Active manager	+772K +7719.1%	782K	$18.8M
Jane Street Group, LLC	+184K +109.0%	353K	$8.5M
Two Sigma Investments, LP Hedge fund	+167K +81.5%	372K	$9M
Marshall Wace, LLP Hedge fund	+142K +53.2%	409K	$9.8M
Citadel Advisors LLC Hedge fund	+105K +96.0%	215K	$5.2M
Giverny Capital Inc. Active manager	+100K +18.2%	652K	$15.7M
Tudor Investment Corp Et Al Hedge fund	+73K +251.8%	103K	$2.5M
Point72 Asset Management, L.P. Hedge fund	+70K +109.0%	135K	$3.3M
Trexquant Investment LP Hedge fund	+50K +133.7%	87K	$2.1M
Ascent Group, LLC	+38K +21.7%	212K	$5.1M
Blackrock, Inc. Index funds	+35K +18.7%	222K	$5.3M
Renaissance Technologies LLC Hedge fund	+32K +26.7%	150K	$3.6M
Bank Of America Corp	+30K +56.3%	85K	$2M
D. E. Shaw & Co., Inc. Hedge fund	+28K New position	28K	$677,681
Dimensional Fund Advisors LP	+26K +38.6%	94K	$2.3M
Symphony Financial, Ltd. Co.	+24K +153.7%	39K	$942,436
Xtx Topco Ltd	+22K +47.3%	67K	$1.6M
Quantbot Technologies LP Hedge fund	+21K +301.5%	29K	$686,243
Gillson Capital LP	+20K +15.5%	149K	$3.6M
Morgan Stanley	+16K +14.7%	128K	$3.1M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Franklin Resources Inc Active manager	+772K +7719.1%	782K	$18.8M
Two Sigma Investments, LP Hedge fund	+167K +81.5%	372K	$9M
Marshall Wace, LLP Hedge fund	+142K +53.2%	409K	$9.8M
Citadel Advisors LLC Hedge fund	+105K +96.0%	215K	$5.2M
Giverny Capital Inc. Active manager	+100K +18.2%	652K	$15.7M
Tudor Investment Corp Et Al Hedge fund	+73K +251.8%	103K	$2.5M
Point72 Asset Management, L.P. Hedge fund	+70K +109.0%	135K	$3.3M
Trexquant Investment LP Hedge fund	+50K +133.7%	87K	$2.1M
Renaissance Technologies LLC Hedge fund	+32K +26.7%	150K	$3.6M
D. E. Shaw & Co., Inc. Hedge fund	+28K New position	28K	$677,681

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	−1.3M −64.1%	754K	$18.1M
Capital International Investors Active manager	−1.1M Sold out	0	—
Nuveen, LLC	−495K Sold out	0	—
Riverbridge Partners LLC Active manager	−217K −39.5%	333K	$8M
Balyasny Asset Management L.P. Hedge fund	−170K Sold out	0	—
FMR LLC Active manager	−150K −99.3%	1,119	$26,917
Vanguard Capital Management LLC Index funds	−81K −14.2%	489K	$11.8M
Lighthouse Investment Partners, LLC Hedge fund	−60K Sold out	0	—
Brasada Capital Management, LP	−53K −73.1%	19K	$467,027
Millennium Management LLC Hedge fund	−47K −43.8%	60K	$1.4M
HRT Financial LP	−46K Sold out	0	—
TD Asset Management Inc	−40K Sold out	0	—
UBS Group AG	−38K −46.8%	44K	$1.1M
Axq Capital, LP	−28K Sold out	0	—
Magnetar Financial LLC Hedge fund	−22K Sold out	0	—
1832 Asset Management L.P.	−17K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−17K Sold out	0	—
Sei Investments Co	−12K Sold out	0	—
Jump Financial, LLC	−12K −51.7%	11K	$273,545
Northern Trust Corp Index funds	−9,015 −22.5%	31K	$748,340

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	−1.3M −64.1%	754K	$18.1M
Capital International Investors Active manager	−1.1M Sold out	0	—
Riverbridge Partners LLC Active manager	−217K −39.5%	333K	$8M
Balyasny Asset Management L.P. Hedge fund	−170K Sold out	0	—
FMR LLC Active manager	−150K −99.3%	1,119	$26,917
Lighthouse Investment Partners, LLC Hedge fund	−60K Sold out	0	—
Millennium Management LLC Hedge fund	−47K −43.8%	60K	$1.4M
Magnetar Financial LLC Hedge fund	−22K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−17K Sold out	0	—
Mangrove Partners Im, LLC Hedge fund	−7,407 −32.9%	15K	$362,939

New positions

largest by value

Institution	Shares	Value June 30, 2026
D. E. Shaw & Co., Inc.Hedge fund	28K	$677,681
Dockside LLC	14K	$333,141
Walleye Capital LLCHedge fund	11K	$261,784
Healthcare Of Ontario Pension Plan Trust Fund	10K	$245,983
Gsa Capital Partners LLP	8,996	$216,000
Integrated Wealth Concepts LLC	2,975	$71,547
Wells Fargo & Company	1,127	$27,104
Eversource Wealth Advisors, LLC	592	$14,238
Aster Capital Management (Difc) Ltd	328	$7,888
Quarry LP	121	$2,910

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Capital International InvestorsActive manager	1.1M	$19.6M
Nuveen, LLC	495K	$9.1M
Balyasny Asset Management L.P.Hedge fund	170K	$3.1M
Lighthouse Investment Partners, LLCHedge fund	60K	$1.1M
HRT Financial LP	46K	$837,000
TD Asset Management Inc	40K	$739,425
Axq Capital, LP	28K	$521,412
Magnetar Financial LLCHedge fund	22K	$398,751
1832 Asset Management L.P.	17K	$311,931
Squarepoint Ops LLCHedge fund	17K	$310,386

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 82
Ten largest holders: 63.4%
Index fund managers: 11.7%
Active managers and hedge funds: 65.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	17	14	2	6	−1.5M	−20.0%
Index fund managers	2	3	0	0	−63K	−5.5%
Other institutions	27	21	10	8	−355K	−14.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Twfg.

Only managers that filed a holdings report for both quarters are compared (96 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

← Back to Twfg, Inc. · Insiders · Politicians