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
Q2 		$5.16M Buy
214,589
+105,087
+96% +$2.07M ﹤0.01% 4663
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

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

Citadel Advisors's TWFG Position: Q2 2026 in Review

Citadel Advisors increased its TWFG Inc (TWFG) stake by 96% in Q2 2026, buying an estimated $2.07M and bringing the position to 214,589 shares worth $5.16M. The position accounts for ﹤0.01% of the portfolio, ranked #4663.

Citadel Advisors first reported a position in TWFG in Q3 2024 and has held it in 6 quarters since. The position peaked at $9.76M in Q3 2024. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Citadel Advisors held 214,589 shares of TWFG Inc worth $5.16M as of Q2 2026.
  • Citadel Advisors bought 105,087 TWFG Inc shares in Q2 2026, an estimated $2.07M.
  • TWFG Inc made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #4663 holding.
  • Citadel Advisors first reported a position in TWFG Inc in Q3 2024 and has held it in 6 quarters since.
  • Citadel Advisors's TWFG Inc position peaked at $9.76M in Q3 2024.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.