BlackRock
TWFG

BlackRock’s TWFG Inc TWFG Stock Holding History

BlackRock’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 		$3.45M Hold
187,337
– – ﹤0.01% 3971
2025
Q4 		$5.39M Hold
187,337
– – ﹤0.01% 3809
2025
Q3 		$5.14M Sell
187,337
-131
-0.1% -$3.79K ﹤0.01% 3774
2025
Q2 		$6.56M Buy
187,468
+4,629
+3% +$154K ﹤0.01% 3636
2025
Q1 		$5.65M Buy
182,839
+173
+0.1% +$5.19K ﹤0.01% 3601
2024
Q4 		$5.63M Hold
182,666
– – ﹤0.01% 3674
2024
Q3 		$4.95M Buy
+182,666
New +$4.74M ﹤0.01% 3699

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Marshall Wace
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

BlackRock's TWFG Position: Q1 2026 in Review

BlackRock held its TWFG Inc (TWFG) position steady in Q1 2026 at 187,337 shares worth $3.45M. The position accounts for ﹤0.01% of the portfolio, ranked #3971.

BlackRock first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.56M in Q2 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • BlackRock held 187,337 shares of TWFG Inc worth $3.45M as of Q1 2026.
  • BlackRock left its TWFG Inc share count unchanged in Q1 2026.
  • TWFG Inc made up ﹤0.01% of BlackRock's portfolio in Q1 2026, its #3971 holding.
  • BlackRock first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • BlackRock's TWFG Inc position peaked at $6.56M in Q2 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

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