ECM
TWFG

ExodusPoint Capital Management’s TWFG Inc TWFG Stock Holding History

ExodusPoint Capital 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 		– Sell
-20,959
Closed -$603K – 2183
2025
Q4 		$603K Sell
20,959
-18,708
-47% -$508K ﹤0.01% 1145
2025
Q3 		$1.09M Sell
39,667
-8,674
-18% -$251K 0.01% 938
2025
Q2 		$1.69M Sell
48,341
-83,593
-63% -$2.79M 0.01% 801
2025
Q1 		$4.08M Buy
131,934
+32,812
+33% +$985K 0.04% 474
2024
Q4 		$3.05M Buy
99,122
+65,968
+199% +$2.05M 0.02% 577
2024
Q3 		$899K Buy
+33,154
New +$860K 0.01% 1000

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

ExodusPoint Capital Management's TWFG Position: Q1 2026 in Review

ExodusPoint Capital Management sold out of TWFG Inc (TWFG) in Q1 2026, closing a stake of 20,959 shares — an estimated $603K sold.

ExodusPoint Capital Management first reported a position in TWFG in Q3 2024 and held it in 6 quarters. The position peaked at $4.08M in Q1 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • ExodusPoint Capital Management reported no remaining TWFG Inc position as of Q1 2026 after selling out during the quarter.
  • ExodusPoint Capital Management sold 20,959 TWFG Inc shares in Q1 2026, an estimated $603K.
  • ExodusPoint Capital Management first reported a position in TWFG Inc in Q3 2024 and held it in 6 quarters.
  • ExodusPoint Capital Management's TWFG Inc position peaked at $4.08M in Q1 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.