Arax Advisory Partners’s TWFG Inc TWFG Stock Holding History

Arax Advisory Partners’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	$216	Buy	9 +6	+200%	+$118	﹤0.01%	5092
2026 Q1	$55	Buy	+3	New	+$66	﹤0.01%	3652

Other funds holding TWFG

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return

Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Arax Advisory Partners's TWFG Position: Q2 2026 in Review

Arax Advisory Partners increased its TWFG Inc (TWFG) stake by 200% in Q2 2026, buying an estimated $118 and bringing the position to 9 shares worth $216. The position accounts for ﹤0.01% of the portfolio, ranked #5092.

Arax Advisory Partners first reported a position in TWFG in Q1 2026 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

Arax Advisory Partners held 9 shares of TWFG Inc worth $216 as of Q2 2026.
Arax Advisory Partners bought 6 TWFG Inc shares in Q2 2026, an estimated $118.
TWFG Inc made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #5092 holding.
Arax Advisory Partners first reported a position in TWFG Inc in Q1 2026 and has held it in 2 quarters since.
82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.