Guru Ownership Over Time
Guru Analysis for TWFG, Inc. (TWFG)
TWFG, Inc. (TWFG), a key player in the Financials sector, continues to attract institutional attention.
As of Q3 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $11.22 M.
Top institutional holders include Francois Rochon and Chuck Royce.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $546,878.84 net outflow during the quarter.
Recent activity highlights Francois Rochon who increased their stake by 68.9%. Conversely, Renaissance Technologies reduced exposure by 54.1%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.25% | Add 68.9% | 300,317 | $8.24 M | Q3 2025 | |
| 0.02% | 57,017 | $1.56 M | Q3 2025 | ||
| 0.00% | Reduce -54.1% | 36,300 | $996,072 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for TWFG, Inc. (TWFG)
Top Guru holders include Francois Rochon ($8.24 M), Chuck Royce ($1.56 M), Renaissance Technologies ($996,072). Collectively, tracked Gurus hold 393,634 shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $546,878.84, with 1 Gurus buying and 2 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 1 Gurus sold out of TWFG completely. Total sell value was $3.91 M.
Yes, 0 Gurus opened new positions in TWFG, and 1 added to their existing holdings. Total buy value was $3.36 M.