1832 Asset Management
TWFG

1832 Asset Management’s TWFG Inc TWFG Stock Holding History

1832 Asset Management’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$312K Buy
16,962
+1,589
+10% +$35.2K ﹤0.01% 612
2025
Q4 		$442K Sell
15,373
-1,290
-8% -$35.1K ﹤0.01% 633
2025
Q3 		$457K Buy
16,663
+1,600
+11% +$46.2K ﹤0.01% 620
2025
Q2 		$527K Sell
15,063
-758
-5% -$25.3K ﹤0.01% 606
2025
Q1 		$489K Sell
15,821
-67,211
-81% -$2.02M ﹤0.01% 610
2024
Q4 		$2.56M Sell
83,032
-5,368
-6% -$167K ﹤0.01% 453
2024
Q3 		$2.4M Buy
+88,400
New +$2.29M ﹤0.01% 497

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

1832 Asset Management's TWFG Position: Q1 2026 in Review

1832 Asset Management increased its TWFG Inc (TWFG) stake by 10% in Q1 2026, buying an estimated $35.2K and bringing the position to 16,962 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

1832 Asset Management first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.56M in Q4 2024. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • 1832 Asset Management held 16,962 shares of TWFG Inc worth $312K as of Q1 2026.
  • 1832 Asset Management bought 1,589 TWFG Inc shares in Q1 2026, an estimated $35.2K.
  • TWFG Inc made up ﹤0.01% of 1832 Asset Management's portfolio in Q1 2026, its #612 holding.
  • 1832 Asset Management first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • 1832 Asset Management's TWFG Inc position peaked at $2.56M in Q4 2024.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.