ACM
TWFG

Aster Capital Management’s TWFG Inc TWFG Stock Holding History

Aster 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 		– Sell
-30
Closed -$863 – 1417
2025
Q4 		$863 Sell
30
-136
-82% -$3.7K ﹤0.01% 1007
2025
Q3 		$4.55K Buy
+166
New +$4.8K ﹤0.01% 810
2025
Q2 		– Sell
-4,062
Closed -$123K – 1659
2025
Q1 		$123K Buy
+4,062
New +$122K 0.02% 595

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

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

Aster Capital Management sold out of TWFG Inc (TWFG) in Q1 2026, closing a stake of 30 shares — an estimated $863 sold.

Aster Capital Management first reported a position in TWFG in Q1 2025 and held it in 3 quarters. The position peaked at $123K in Q1 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Aster Capital Management reported no remaining TWFG Inc position as of Q1 2026 after selling out during the quarter.
  • Aster Capital Management sold 30 TWFG Inc shares in Q1 2026, an estimated $863.
  • Aster Capital Management first reported a position in TWFG Inc in Q1 2025 and held it in 3 quarters.
  • Aster Capital Management's TWFG Inc position peaked at $123K in Q1 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

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