Citigroup
TWFG

Citigroup’s TWFG Inc TWFG Stock Holding History

Citigroup’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 		$38K Sell
2,068
-4,306
-68% -$95.3K ﹤0.01% 4628
2025
Q4 		$183K Buy
6,374
+1,861
+41% +$50.6K ﹤0.01% 4045
2025
Q3 		$124K Buy
+4,513
New +$130K ﹤0.01% 4183
2024
Q4 		– Sell
-44,105
Closed -$1.2M – 5989
2024
Q3 		$1.2M Buy
+44,105
New +$1.14M ﹤0.01% 3120

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

Citigroup's TWFG Position: Q1 2026 in Review

Citigroup reduced its TWFG Inc (TWFG) stake by 68% in Q1 2026, selling an estimated $95.3K and leaving 2,068 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #4628.

Citigroup first reported a position in TWFG in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.2M in Q3 2024. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Citigroup held 2,068 shares of TWFG Inc worth $38K as of Q1 2026.
  • Citigroup sold 4,306 TWFG Inc shares in Q1 2026, an estimated $95.3K.
  • TWFG Inc made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #4628 holding.
  • Citigroup first reported a position in TWFG Inc in Q3 2024 and has held it in 4 quarters since.
  • Citigroup's TWFG Inc position peaked at $1.2M in Q3 2024.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.