Acadian Asset Management
TWFG

Acadian Asset Management’s TWFG Inc TWFG Stock Holding History

Acadian 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
-1,156
Closed -$21K – 2294
2026
Q1 		$21K Hold
1,156
– – ﹤0.01% 1951
2025
Q4 		$33K Sell
1,156
-30,576
-96% -$831K ﹤0.01% 1847
2025
Q3 		$868K Sell
31,732
-40,006
-56% -$1.16M ﹤0.01% 1087
2025
Q2 		$2.5M Buy
71,738
+3,527
+5% +$118K 0.01% 762
2025
Q1 		$2.1M Buy
68,211
+43,535
+176% +$1.31M 0.01% 743
2024
Q4 		$755K Buy
+24,676
New +$767K ﹤0.01% 983

Other funds holding TWFG

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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Acadian Asset Management sold out of TWFG Inc (TWFG) in Q2 2026, closing a stake of 1,156 shares — an estimated $21K sold.

Acadian Asset Management first reported a position in TWFG in Q4 2024 and held it in 6 quarters. The position peaked at $2.5M in Q2 2025. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Acadian Asset Management reported no remaining TWFG Inc position as of Q2 2026 after selling out during the quarter.
  • Acadian Asset Management sold 1,156 TWFG Inc shares in Q2 2026, an estimated $21K.
  • Acadian Asset Management first reported a position in TWFG Inc in Q4 2024 and held it in 6 quarters.
  • Acadian Asset Management's TWFG Inc position peaked at $2.5M in Q2 2025.
  • 81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

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