BW
TWFG

Blalock Williams’s TWFG Inc TWFG Stock Holding History

Blalock Williams’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 		$367K Buy
19,933
+7,991
+67% +$177K 0.28% 80
2025
Q4 		$344K Buy
11,942
+2,343
+24% +$63.7K 0.28% 79
2025
Q3 		$263K Buy
+9,599
New +$277K 0.23% 103

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

Blalock Williams's TWFG Position: Q1 2026 in Review

Blalock Williams increased its TWFG Inc (TWFG) stake by 67% in Q1 2026, buying an estimated $177K and bringing the position to 19,933 shares worth $367K. The position accounts for 0.28% of the portfolio, ranked #80.

Blalock Williams first reported a position in TWFG in Q3 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Blalock Williams held 19,933 shares of TWFG Inc worth $367K as of Q1 2026.
  • Blalock Williams bought 7,991 TWFG Inc shares in Q1 2026, an estimated $177K.
  • TWFG Inc made up 0.28% of Blalock Williams's portfolio in Q1 2026, its #80 holding.
  • Blalock Williams first reported a position in TWFG Inc in Q3 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.