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 Q2	–	Sell	-16,962	Closed	-$312K	–	718
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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return

Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

1832 Asset Management's TWFG Position: Q2 2026 in Review

1832 Asset Management sold out of TWFG Inc (TWFG) in Q2 2026, closing a stake of 16,962 shares — an estimated $312K sold.

1832 Asset Management first reported a position in TWFG in Q3 2024 and held it in 7 quarters. The position peaked at $2.56M in Q4 2024. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

1832 Asset Management reported no remaining TWFG Inc position as of Q2 2026 after selling out during the quarter.
1832 Asset Management sold 16,962 TWFG Inc shares in Q2 2026, an estimated $312K.
1832 Asset Management first reported a position in TWFG Inc in Q3 2024 and held it in 7 quarters.
1832 Asset Management's TWFG Inc position peaked at $2.56M in Q4 2024.
81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.