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 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return

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

Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's TWFG Position: Q1 2026 in Review

Emerald Mutual Fund Advisers Trust held its TWFG Inc (TWFG) position steady in Q1 2026 at 4,900 shares worth $90.1K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

Emerald Mutual Fund Advisers Trust first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $172K in Q2 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

Emerald Mutual Fund Advisers Trust held 4,900 shares of TWFG Inc worth $90.1K as of Q1 2026.
Emerald Mutual Fund Advisers Trust left its TWFG Inc share count unchanged in Q1 2026.
TWFG Inc made up ﹤0.01% of Emerald Mutual Fund Advisers Trust's portfolio in Q1 2026, its #197 holding.
Emerald Mutual Fund Advisers Trust first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
Emerald Mutual Fund Advisers Trust's TWFG Inc position peaked at $172K in Q2 2025.
85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2026, filed 4 May 2026.