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 Q2	$254K	Sell	10,563 -162	-2%	-$3.18K	﹤0.01%	3573
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

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

Barclays's TWFG Position: Q2 2026 in Review

Barclays reduced its TWFG Inc (TWFG) stake by 1.5% in Q2 2026, selling an estimated $3.18K and leaving 10,563 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #3573.

Barclays first reported a position in TWFG in Q4 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

Barclays held 10,563 shares of TWFG Inc worth $254K as of Q2 2026.
Barclays sold 162 TWFG Inc shares in Q2 2026, an estimated $3.18K.
TWFG Inc made up ﹤0.01% of Barclays's portfolio in Q2 2026, its #3573 holding.
Barclays first reported a position in TWFG Inc in Q4 2025 and has held it in 3 quarters since.
81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Barclays's 13F filing for Q2 2026, filed 14 Aug 2026.