Citadel Advisors
TWFG

Citadel Advisors’s TWFG Inc TWFG Stock Holding History

Citadel Advisors’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 		$2.01M Buy
+109,502
New +$2.42M ﹤0.01% 6051
2025
Q3 		– Sell
-32,026
Closed -$1.12M – 14421
2025
Q2 		$1.12M Sell
32,026
-24,840
-44% -$828K ﹤0.01% 6839
2025
Q1 		$1.76M Sell
56,866
-14,680
-21% -$441K ﹤0.01% 5780
2024
Q4 		$2.2M Sell
71,546
-288,254
-80% -$8.96M ﹤0.01% 5425
2024
Q3 		$9.76M Buy
+359,800
New +$9.33M ﹤0.01% 2935

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

Citadel Advisors's TWFG Position: Q1 2026 in Review

Citadel Advisors opened a new position in TWFG Inc (TWFG) in Q1 2026: 109,502 shares worth $2.01M. The stake represents ﹤0.01% of the portfolio and ranks #6051 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in TWFG as recently as Q2 2025.

Citadel Advisors first reported a position in TWFG in Q3 2024 and has held it in 5 quarters since. The position peaked at $9.76M in Q3 2024. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Citadel Advisors held 109,502 shares of TWFG Inc worth $2.01M as of Q1 2026.
  • TWFG Inc was a new Citadel Advisors position in Q1 2026.
  • TWFG Inc made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #6051 holding.
  • Citadel Advisors first reported a position in TWFG Inc in Q3 2024 and has held it in 5 quarters since.
  • Citadel Advisors's TWFG Inc position peaked at $9.76M in Q3 2024.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.