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
Q2 		$5.35M Buy
222,376
+35,039
+19% +$689K ﹤0.01% 3904
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

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BlackRock's TWFG Position: Q2 2026 in Review

BlackRock increased its TWFG Inc (TWFG) stake by 19% in Q2 2026, buying an estimated $689K and bringing the position to 222,376 shares worth $5.35M. The position accounts for ﹤0.01% of the portfolio, ranked #3904.

BlackRock first reported a position in TWFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.56M in Q2 2025. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • BlackRock held 222,376 shares of TWFG Inc worth $5.35M as of Q2 2026.
  • BlackRock bought 35,039 TWFG Inc shares in Q2 2026, an estimated $689K.
  • TWFG Inc made up ﹤0.01% of BlackRock's portfolio in Q2 2026, its #3904 holding.
  • BlackRock first reported a position in TWFG Inc in Q3 2024 and has held it in 8 quarters since.
  • BlackRock's TWFG Inc position peaked at $6.56M in Q2 2025.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on BlackRock's 13F filing for Q2 2026, filed 7 Aug 2026.