BCM
TWFG

Brasada Capital Management’s TWFG Inc TWFG Stock Holding History

Brasada Capital Management’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 		$1.34M Sell
72,099
-88,688
-55% -$1.96M 0.25% 74
2025
Q4 		$4.5M Sell
160,787
-8,629
-5% -$235K 0.76% 49
2025
Q3 		$4.65M Buy
+169,416
New +$4.9M 0.78% 45

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

Brasada Capital Management's TWFG Position: Q1 2026 in Review

Brasada Capital Management reduced its TWFG Inc (TWFG) stake by 55% in Q1 2026, selling an estimated $1.96M and leaving 72,099 shares worth $1.34M. The position accounts for 0.25% of the portfolio, ranked #74.

Brasada Capital Management first reported a position in TWFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.65M in Q3 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Brasada Capital Management held 72,099 shares of TWFG Inc worth $1.34M as of Q1 2026.
  • Brasada Capital Management sold 88,688 TWFG Inc shares in Q1 2026, an estimated $1.96M.
  • TWFG Inc made up 0.25% of Brasada Capital Management's portfolio in Q1 2026, its #74 holding.
  • Brasada Capital Management first reported a position in TWFG Inc in Q3 2025 and has held it in 3 quarters since.
  • Brasada Capital Management's TWFG Inc position peaked at $4.65M in Q3 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Brasada Capital Management's 13F filing for Q1 2026, filed 15 May 2026.