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
Q2 		$7.89K Buy
+328
New +$6.45K ﹤0.01% 690
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

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

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

Aster Capital Management opened a new position in TWFG Inc (TWFG) in Q2 2026: 328 shares worth $7.89K. The stake represents ﹤0.01% of the portfolio and ranks #690 among its holdings. This is a return to the name: Aster Capital Management previously reported a position in TWFG as recently as Q4 2025.

Aster Capital Management first reported a position in TWFG in Q1 2025 and has held it in 4 quarters since. The position peaked at $123K in Q1 2025. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Aster Capital Management held 328 shares of TWFG Inc worth $7.89K as of Q2 2026.
  • TWFG Inc was a new Aster Capital Management position in Q2 2026.
  • TWFG Inc made up ﹤0.01% of Aster Capital Management's portfolio in Q2 2026, its #690 holding.
  • Aster Capital Management first reported a position in TWFG Inc in Q1 2025 and has held it in 4 quarters since.
  • Aster Capital Management's TWFG Inc position peaked at $123K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

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