DTL
TWFG

Dynamic Technology Lab’s TWFG Inc TWFG Stock Holding History

Dynamic Technology Lab’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 		$683K Sell
28,404
-992
-3% -$19.5K 0.15% 231
2026
Q1 		$541K Buy
29,396
+13,144
+81% +$291K 0.09% 391
2025
Q4 		$468K Buy
+16,252
New +$442K 0.11% 335

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

Dynamic Technology Lab's TWFG Position: Q2 2026 in Review

Dynamic Technology Lab reduced its TWFG Inc (TWFG) stake by 3.4% in Q2 2026, selling an estimated $19.5K and leaving 28,404 shares worth $683K. The position accounts for 0.15% of the portfolio, ranked #231.

Dynamic Technology Lab first reported a position in TWFG in Q4 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Dynamic Technology Lab held 28,404 shares of TWFG Inc worth $683K as of Q2 2026.
  • Dynamic Technology Lab sold 992 TWFG Inc shares in Q2 2026, an estimated $19.5K.
  • TWFG Inc made up 0.15% of Dynamic Technology Lab's portfolio in Q2 2026, its #231 holding.
  • Dynamic Technology Lab first reported a position in TWFG Inc in Q4 2025 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Dynamic Technology Lab's 13F filing for Q2 2026, filed 13 Aug 2026.