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Bruce G. Allen Investments’s Tradeweb Markets TW Stock Holding History

Bruce G. Allen Investments’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.6K Hold
124
– – 0.01% 440
2025
Q4 		$13.3K Buy
124
+83
+202% +$8.91K 0.01% 440
2025
Q3 		$4.55K Hold
41
– – ﹤0.01% 581
2025
Q2 		$6K Hold
41
– – ﹤0.01% 540
2025
Q1 		$6.09K Hold
41
– – ﹤0.01% 529
2024
Q4 		$5.37K Hold
41
– – ﹤0.01% 568
2024
Q3 		$5.07K Hold
41
– – ﹤0.01% 575
2024
Q2 		$4.35K Hold
41
– – ﹤0.01% 586
2024
Q1 		$4.27K Hold
41
– – ﹤0.01% 617
2023
Q4 		$3.73K Buy
+41
New +$3.66K ﹤0.01% 633

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Bruce G. Allen Investments's TW Position: Q1 2026 in Review

Bruce G. Allen Investments held its Tradeweb Markets (TW) position steady in Q1 2026 at 124 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #440.

Bruce G. Allen Investments first reported a position in TW in Q4 2023 and has held it in 10 quarters since. 581 funds tracked by Wall St. Rank hold TW as of Q1 2026.

  • Bruce G. Allen Investments held 124 shares of Tradeweb Markets worth $14.6K as of Q1 2026.
  • Bruce G. Allen Investments left its Tradeweb Markets share count unchanged in Q1 2026.
  • Tradeweb Markets made up 0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #440 holding.
  • Bruce G. Allen Investments first reported a position in Tradeweb Markets in Q4 2023 and has held it in 10 quarters since.
  • 581 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.