AG
TWFG

Ascent Group’s TWFG Inc TWFG Stock Holding History

Ascent Group’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 		$5.11M Buy
212,310
+37,868
+22% +$744K 0.15% 137
2026
Q1 		$3.21M Buy
174,442
+72,040
+70% +$1.59M 0.11% 177
2025
Q4 		$2.95M Buy
102,402
+12,000
+13% +$326K 0.1% 194
2025
Q3 		$2.48M Buy
90,402
+41,855
+86% +$1.21M 0.09% 213
2025
Q2 		$1.7M Buy
48,547
+4,664
+11% +$155K 0.07% 242
2025
Q1 		$1.36M Buy
43,883
+24,887
+131% +$747K 0.06% 287
2024
Q4 		$585K Buy
+18,996
New +$590K 0.04% 351

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

Ascent Group's TWFG Position: Q2 2026 in Review

Ascent Group increased its TWFG Inc (TWFG) stake by 22% in Q2 2026, buying an estimated $744K and bringing the position to 212,310 shares worth $5.11M. The position accounts for 0.15% of the portfolio, ranked #137.

Ascent Group first reported a position in TWFG in Q4 2024 and has held it in 7 quarters since. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Ascent Group held 212,310 shares of TWFG Inc worth $5.11M as of Q2 2026.
  • Ascent Group bought 37,868 TWFG Inc shares in Q2 2026, an estimated $744K.
  • TWFG Inc made up 0.15% of Ascent Group's portfolio in Q2 2026, its #137 holding.
  • Ascent Group first reported a position in TWFG Inc in Q4 2024 and has held it in 7 quarters since.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.