Guru Ownership Trend
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 $9.84 M.
Top institutional holders include 弗朗索瓦·羅雄 and 查克·羅伊斯.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $546,878.84 net outflow during the quarter.
Recent activity highlights 弗朗索瓦·羅雄 who increased their stake by 68.9%. Conversely, 文藝復興科技 reduced exposure by 54.1%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for TWFG, Inc. (TWFG)
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $546,878.84, with 1 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited TWFG. The total reported sell value was $3.91 M.
Yes, 0 managers opened new positions in TWFG, and 1 increased their existing holdings. The total reported buy value was $3.36 M.