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
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

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Marshall Wace
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

Envestnet Asset Management's TWFG Position: Q1 2026 in Review

Envestnet Asset Management reduced its TWFG Inc (TWFG) stake by 14% in Q1 2026, selling an estimated $48.1K and leaving 13,058 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #4411.

Envestnet Asset Management first reported a position in TWFG in Q2 2025 and has held it in 3 quarters since. The position peaked at $438K in Q4 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Envestnet Asset Management held 13,058 shares of TWFG Inc worth $240K as of Q1 2026.
  • Envestnet Asset Management sold 2,173 TWFG Inc shares in Q1 2026, an estimated $48.1K.
  • TWFG Inc made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4411 holding.
  • Envestnet Asset Management first reported a position in TWFG Inc in Q2 2025 and has held it in 3 quarters since.
  • Envestnet Asset Management's TWFG Inc position peaked at $438K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.