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
Q2 		$467K Sell
19,419
-52,680
-73% -$1.04M 0.08% 131
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

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

Brasada Capital Management's TWFG Position: Q2 2026 in Review

Brasada Capital Management reduced its TWFG Inc (TWFG) stake by 73% in Q2 2026, selling an estimated $1.04M and leaving 19,419 shares worth $467K. The position accounts for 0.08% of the portfolio, ranked #131.

Brasada Capital Management first reported a position in TWFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.65M in Q3 2025. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Brasada Capital Management held 19,419 shares of TWFG Inc worth $467K as of Q2 2026.
  • Brasada Capital Management sold 52,680 TWFG Inc shares in Q2 2026, an estimated $1.04M.
  • TWFG Inc made up 0.08% of Brasada Capital Management's portfolio in Q2 2026, its #131 holding.
  • Brasada Capital Management first reported a position in TWFG Inc in Q3 2025 and has held it in 4 quarters since.
  • Brasada Capital Management's TWFG Inc position peaked at $4.65M in Q3 2025.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Brasada Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.