AllianceBernstein
TWFG

AllianceBernstein’s TWFG Inc TWFG Stock Holding History

AllianceBernstein’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 		– Sell
-1,081,383
Closed -$31.1M – 3291
2025
Q4 		$31.1M Sell
1,081,383
-56,604
-5% -$1.54M 0.01% 779
2025
Q3 		$31.2M Sell
1,137,987
-34,998
-3% -$1.01M 0.01% 771
2025
Q2 		$41.1M Buy
1,172,985
+2,608
+0.2% +$86.9K 0.01% 657
2025
Q1 		$36.2M Buy
1,170,377
+159,155
+16% +$4.78M 0.01% 673
2024
Q4 		$31.1M Buy
1,011,222
+71,106
+8% +$2.21M 0.01% 766
2024
Q3 		$25.5M Buy
+940,116
New +$24.4M 0.01% 821

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

AllianceBernstein's TWFG Position: Q1 2026 in Review

AllianceBernstein sold out of TWFG Inc (TWFG) in Q1 2026, closing a stake of 1,081,383 shares — an estimated $31.1M sold.

AllianceBernstein first reported a position in TWFG in Q3 2024 and held it in 6 quarters. The position peaked at $41.1M in Q2 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • AllianceBernstein reported no remaining TWFG Inc position as of Q1 2026 after selling out during the quarter.
  • AllianceBernstein sold 1,081,383 TWFG Inc shares in Q1 2026, an estimated $31.1M.
  • AllianceBernstein first reported a position in TWFG Inc in Q3 2024 and held it in 6 quarters.
  • AllianceBernstein's TWFG Inc position peaked at $41.1M in Q2 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on AllianceBernstein's 13F filing for Q1 2026, filed 15 May 2026.