ACM
TWFG

Aquatic Capital Management’s TWFG Inc TWFG Stock Holding History

Aquatic Capital 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 		$299K Buy
16,235
+14,715
+968% +$326K 0.01% 899
2025
Q4 		$43.7K Buy
+1,520
New +$41.3K ﹤0.01% 1267

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

Aquatic Capital Management's TWFG Position: Q1 2026 in Review

Aquatic Capital Management increased its TWFG Inc (TWFG) stake by 968% in Q1 2026, buying an estimated $326K and bringing the position to 16,235 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #899.

Aquatic Capital Management first reported a position in TWFG in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Aquatic Capital Management held 16,235 shares of TWFG Inc worth $299K as of Q1 2026.
  • Aquatic Capital Management bought 14,715 TWFG Inc shares in Q1 2026, an estimated $326K.
  • TWFG Inc made up 0.01% of Aquatic Capital Management's portfolio in Q1 2026, its #899 holding.
  • Aquatic Capital Management first reported a position in TWFG Inc in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.