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
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

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

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

Acadian Asset Management held its TWFG Inc (TWFG) position steady in Q1 2026 at 1,156 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Acadian Asset Management first reported a position in TWFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.5M in Q2 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Acadian Asset Management held 1,156 shares of TWFG Inc worth $21K as of Q1 2026.
  • Acadian Asset Management left its TWFG Inc share count unchanged in Q1 2026.
  • TWFG Inc made up ﹤0.01% of Acadian Asset Management's portfolio in Q1 2026, its #1951 holding.
  • Acadian Asset Management first reported a position in TWFG Inc in Q4 2024 and has held it in 6 quarters since.
  • Acadian Asset Management's TWFG Inc position peaked at $2.5M in Q2 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

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