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
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

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

Ascent Group's TWFG Position: Q1 2026 in Review

Ascent Group increased its TWFG Inc (TWFG) stake by 70% in Q1 2026, buying an estimated $1.59M and bringing the position to 174,442 shares worth $3.21M. The position accounts for 0.11% of the portfolio, ranked #177.

Ascent Group first reported a position in TWFG in Q4 2024 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Ascent Group held 174,442 shares of TWFG Inc worth $3.21M as of Q1 2026.
  • Ascent Group bought 72,040 TWFG Inc shares in Q1 2026, an estimated $1.59M.
  • TWFG Inc made up 0.11% of Ascent Group's portfolio in Q1 2026, its #177 holding.
  • Ascent Group first reported a position in TWFG Inc in Q4 2024 and has held it in 6 quarters since.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

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