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
Q2 		$551K Buy
22,911
+2,978
+15% +$58.5K 0.36% 70
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

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

Blalock Williams's TWFG Position: Q2 2026 in Review

Blalock Williams increased its TWFG Inc (TWFG) stake by 15% in Q2 2026, buying an estimated $58.5K and bringing the position to 22,911 shares worth $551K. The position accounts for 0.36% of the portfolio, ranked #70.

Blalock Williams first reported a position in TWFG in Q3 2025 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Blalock Williams held 22,911 shares of TWFG Inc worth $551K as of Q2 2026.
  • Blalock Williams bought 2,978 TWFG Inc shares in Q2 2026, an estimated $58.5K.
  • TWFG Inc made up 0.36% of Blalock Williams's portfolio in Q2 2026, its #70 holding.
  • Blalock Williams first reported a position in TWFG Inc in Q3 2025 and has held it in 4 quarters since.
  • 81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

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