Barclays’s TWFG Inc TWFG Stock Holding History

Barclays’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	$197K	Buy	10,725 +10,724	+1,072,400%	+$237K	﹤0.01%	3691
2025 Q4	$29	Buy	+1	New	+$27	﹤0.01%	5142

Other funds holding TWFG

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Barclays's TWFG Position: Q1 2026 in Review

Barclays increased its TWFG Inc (TWFG) stake by 1,072,400% in Q1 2026, buying an estimated $237K and bringing the position to 10,725 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #3691.

Barclays first reported a position in TWFG in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

Barclays held 10,725 shares of TWFG Inc worth $197K as of Q1 2026.
Barclays bought 10,724 TWFG Inc shares in Q1 2026, an estimated $237K.
TWFG Inc made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #3691 holding.
Barclays first reported a position in TWFG Inc in Q4 2025 and has held it in 2 quarters since.
85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

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