Carson Wealth (CWM LLC)
TWFG

Carson Wealth (CWM LLC)’s TWFG Inc TWFG Stock Holding History

Carson Wealth (CWM LLC)’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 		$12.9K Hold
703
– – ﹤0.01% 4678
2025
Q4 		$20K Hold
703
– – ﹤0.01% 4185
2025
Q3 		$19K Sell
703
-297
-30% -$8.58K ﹤0.01% 4176
2025
Q2 		$35K Hold
1,000
– – ﹤0.01% 3542
2025
Q1 		$31K Hold
1,000
– – ﹤0.01% 3374
2024
Q4 		$31K Hold
1,000
– – ﹤0.01% 3158
2024
Q3 		$27K Buy
+1,000
New +$25.9K ﹤0.01% 3189

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TWFG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its TWFG Inc (TWFG) position steady in Q1 2026 at 703 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4678.

Carson Wealth (CWM LLC) first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $35K in Q2 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 703 shares of TWFG Inc worth $12.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its TWFG Inc share count unchanged in Q1 2026.
  • TWFG Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4678 holding.
  • Carson Wealth (CWM LLC) first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s TWFG Inc position peaked at $35K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.