DS
TWFG

David Shaw’s TWFG Inc TWFG Stock Holding History

David Shaw’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 		$678K Buy
+28,178
New +$554K ﹤0.01% 4016
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

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

David Shaw's TWFG Position: Q2 2026 in Review

David Shaw opened a new position in TWFG Inc (TWFG) in Q2 2026: 28,178 shares worth $678K. The stake represents ﹤0.01% of the portfolio and ranks #4016 among its holdings. This is a return to the name: David Shaw previously reported a position in TWFG as recently as Q2 2025.

David Shaw first reported a position in TWFG in Q4 2024 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • David Shaw held 28,178 shares of TWFG Inc worth $678K as of Q2 2026.
  • TWFG Inc was a new David Shaw position in Q2 2026.
  • TWFG Inc made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4016 holding.
  • David Shaw first reported a position in TWFG Inc in Q4 2024 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.