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
Q2 		$16.2K Sell
675
-1,393
-67% -$27.4K ﹤0.01% 5180
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

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

Citigroup's TWFG Position: Q2 2026 in Review

Citigroup reduced its TWFG Inc (TWFG) stake by 67% in Q2 2026, selling an estimated $27.4K and leaving 675 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5180.

Citigroup first reported a position in TWFG in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.2M in Q3 2024. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Citigroup held 675 shares of TWFG Inc worth $16.2K as of Q2 2026.
  • Citigroup sold 1,393 TWFG Inc shares in Q2 2026, an estimated $27.4K.
  • TWFG Inc made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #5180 holding.
  • Citigroup first reported a position in TWFG Inc in Q3 2024 and has held it in 5 quarters since.
  • Citigroup's TWFG Inc position peaked at $1.2M in Q3 2024.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.