Envestnet Asset Management
TWFG

Envestnet Asset Management’s TWFG Inc TWFG Stock Holding History

Envestnet Asset Management’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 		$388K Buy
16,145
+3,087
+24% +$60.7K ﹤0.01% 4274
2026
Q1 		$240K Sell
13,058
-2,173
-14% -$48.1K ﹤0.01% 4411
2025
Q4 		$438K Buy
+15,231
New +$414K ﹤0.01% 3782
2025
Q3 		– Sell
-9,762
Closed -$342K – 4698
2025
Q2 		$342K Buy
+9,762
New +$325K ﹤0.01% 3946

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

Envestnet Asset Management's TWFG Position: Q2 2026 in Review

Envestnet Asset Management increased its TWFG Inc (TWFG) stake by 24% in Q2 2026, buying an estimated $60.7K and bringing the position to 16,145 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #4274.

Envestnet Asset Management first reported a position in TWFG in Q2 2025 and has held it in 4 quarters since. The position peaked at $438K in Q4 2025. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Envestnet Asset Management held 16,145 shares of TWFG Inc worth $388K as of Q2 2026.
  • Envestnet Asset Management bought 3,087 TWFG Inc shares in Q2 2026, an estimated $60.7K.
  • TWFG Inc made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4274 holding.
  • Envestnet Asset Management first reported a position in TWFG Inc in Q2 2025 and has held it in 4 quarters since.
  • Envestnet Asset Management's TWFG Inc position peaked at $438K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.