AXQ Capital’s TWFG Inc TWFG Stock Holding History

AXQ Capital’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	–	Sell	-28,353	Closed	-$521K	–	1420
2026 Q1	$521K	Buy	+28,353	New	+$628K	0.07%	401

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

AXQ Capital's TWFG Position: Q2 2026 in Review

AXQ Capital sold out of TWFG Inc (TWFG) in Q2 2026, closing a stake of 28,353 shares — an estimated $521K sold.

AXQ Capital first reported a position in TWFG in Q1 2026 and held it in 1 quarter. The position peaked at $521K in Q1 2026. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

AXQ Capital reported no remaining TWFG Inc position as of Q2 2026 after selling out during the quarter.
AXQ Capital sold 28,353 TWFG Inc shares in Q2 2026, an estimated $521K.
AXQ Capital first reported a position in TWFG Inc in Q1 2026 and held it in 1 quarter.
AXQ Capital's TWFG Inc position peaked at $521K in Q1 2026.
82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.