Barclays
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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
Q3 		$341K Buy
14,184
+3,621
+34% +$97.9K ﹤0.01% 3681
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% 3690
2025
Q4 		$29 Buy
+1
New +$27 ﹤0.01% 5142

Other funds holding TWFG

Central Securities
Central Securities New York $1.39B AUM 16.6% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return

Barclays's TWFG Position: Q3 2026 in Review

Barclays increased its TWFG Inc (TWFG) stake by 34% in Q3 2026, buying an estimated $97.9K and bringing the position to 14,184 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #3681.

Barclays first reported a position in TWFG in Q4 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold TWFG as of Q3 2026.

  • Barclays held 14,184 shares of TWFG Inc worth $341K as of Q3 2026.
  • Barclays bought 3,621 TWFG Inc shares in Q3 2026, an estimated $97.9K.
  • TWFG Inc made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #3681 holding.
  • Barclays first reported a position in TWFG Inc in Q4 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held TWFG Inc as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.