Emerald Mutual Fund Advisers Trust’s TWFG Inc TWFG Stock Holding History

Emerald Mutual Fund Advisers Trust’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	$118K	Hold	4,900	–	–	﹤0.01%	194
2026 Q1	$90.1K	Hold	4,900	–	–	﹤0.01%	197
2025 Q4	$141K	Hold	4,900	–	–	0.01%	186
2025 Q3	$134K	Hold	4,900	–	–	0.01%	202
2025 Q2	$172K	Hold	4,900	–	–	0.01%	192
2025 Q1	$151K	Hold	4,900	–	–	0.01%	188
2024 Q4	$151K	Hold	4,900	–	–	0.01%	198
2024 Q3	$133K	Buy	+4,900	New	+$127K	0.01%	208

Other funds holding TWFG

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return

Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's TWFG Position: Q2 2026 in Review

Emerald Mutual Fund Advisers Trust held its TWFG Inc (TWFG) position steady in Q2 2026 at 4,900 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Emerald Mutual Fund Advisers Trust first reported a position in TWFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $172K in Q2 2025. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

Emerald Mutual Fund Advisers Trust held 4,900 shares of TWFG Inc worth $118K as of Q2 2026.
Emerald Mutual Fund Advisers Trust left its TWFG Inc share count unchanged in Q2 2026.
TWFG Inc made up ﹤0.01% of Emerald Mutual Fund Advisers Trust's portfolio in Q2 2026, its #194 holding.
Emerald Mutual Fund Advisers Trust first reported a position in TWFG Inc in Q3 2024 and has held it in 8 quarters since.
Emerald Mutual Fund Advisers Trust's TWFG Inc position peaked at $172K in Q2 2025.
82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2026, filed 5 Aug 2026.