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
Q2 		$245K Sell
10,169
-6,066
-37% -$119K 0.01% 962
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

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

Aquatic Capital Management's TWFG Position: Q2 2026 in Review

Aquatic Capital Management reduced its TWFG Inc (TWFG) stake by 37% in Q2 2026, selling an estimated $119K and leaving 10,169 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #962.

Aquatic Capital Management first reported a position in TWFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $299K in Q1 2026. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Aquatic Capital Management held 10,169 shares of TWFG Inc worth $245K as of Q2 2026.
  • Aquatic Capital Management sold 6,066 TWFG Inc shares in Q2 2026, an estimated $119K.
  • TWFG Inc made up 0.01% of Aquatic Capital Management's portfolio in Q2 2026, its #962 holding.
  • Aquatic Capital Management first reported a position in TWFG Inc in Q4 2025 and has held it in 3 quarters since.
  • Aquatic Capital Management's TWFG Inc position peaked at $299K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.