DL
TWFG

Dockside LLC’s TWFG Inc TWFG Stock Holding History

Dockside LLC’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 		$333K Buy
+13,852
New +$272K 0.08% 177
2026
Q1 		– Sell
-15,987
Closed -$354K – 350
2025
Q4 		$460K Buy
+15,987
New +$435K 0.12% 165

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

Dockside LLC's TWFG Position: Q2 2026 in Review

Dockside LLC opened a new position in TWFG Inc (TWFG) in Q2 2026: 13,852 shares worth $333K. The stake represents 0.08% of the portfolio and ranks #177 among its holdings. This is a return to the name: Dockside LLC previously reported a position in TWFG as recently as Q4 2025.

Dockside LLC first reported a position in TWFG in Q4 2025 and has held it in 2 quarters since. The position peaked at $460K in Q4 2025. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Dockside LLC held 13,852 shares of TWFG Inc worth $333K as of Q2 2026.
  • TWFG Inc was a new Dockside LLC position in Q2 2026.
  • TWFG Inc made up 0.08% of Dockside LLC's portfolio in Q2 2026, its #177 holding.
  • Dockside LLC first reported a position in TWFG Inc in Q4 2025 and has held it in 2 quarters since.
  • Dockside LLC's TWFG Inc position peaked at $460K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

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