D.E. Shaw & Co
TWFG

D.E. Shaw & Co’s TWFG Inc TWFG Stock Holding History

D.E. Shaw & Co’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
2025
Q3 		– Sell
-8,417
Closed -$295K – 4995
2025
Q2 		$295K Buy
+8,417
New +$281K ﹤0.01% 3884
2025
Q1 		– Sell
-9,153
Closed -$282K – 4836
2024
Q4 		$282K Buy
+9,153
New +$284K ﹤0.01% 3924

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

D.E. Shaw & Co's TWFG Position: Q3 2025 in Review

D.E. Shaw & Co sold out of TWFG Inc (TWFG) in Q3 2025, closing a stake of 8,417 shares — an estimated $295K sold.

D.E. Shaw & Co first reported a position in TWFG in Q4 2024 and held it in 2 quarters. The position peaked at $295K in Q2 2025. 67 funds tracked by Wall St. Rank hold TWFG as of Q3 2025.

  • D.E. Shaw & Co reported no remaining TWFG Inc position as of Q3 2025 after selling out during the quarter.
  • D.E. Shaw & Co sold 8,417 TWFG Inc shares in Q3 2025, an estimated $295K.
  • D.E. Shaw & Co first reported a position in TWFG Inc in Q4 2024 and held it in 2 quarters.
  • D.E. Shaw & Co's TWFG Inc position peaked at $295K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held TWFG Inc as of Q3 2025.

Based on D.E. Shaw & Co's 13F filing for Q3 2025, filed 14 Nov 2025.