Fidelity Investments’s TWFG Inc TWFG Stock Holding History

Fidelity Investments’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	$26.9K	Sell	1,119 -150,162	-99%	-$2.95M	﹤0.01%	4560
2026 Q1	$2.78M	Sell	151,281 -913,824	-86%	-$20.2M	﹤0.01%	2521
2025 Q4	$30.6M	Sell	1,065,105 -25,511	-2%	-$693K	﹤0.01%	1621
2025 Q3	$29.9M	Buy	1,090,616 +122,548	+13%	+$3.54M	﹤0.01%	1627
2025 Q2	$33.9M	Buy	968,068 +89,574	+10%	+$2.99M	﹤0.01%	1533
2025 Q1	$27.2M	Sell	878,494 -186,282	-17%	-$5.59M	﹤0.01%	1582
2024 Q4	$32.8M	Sell	1,064,776 -223,640	-17%	-$6.95M	﹤0.01%	1548
2024 Q3	$34.9M	Buy	+1,288,416	New	+$33.4M	﹤0.01%	1517

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

Fidelity Investments's TWFG Position: Q2 2026 in Review

Fidelity Investments reduced its TWFG Inc (TWFG) stake by 99% in Q2 2026, selling an estimated $2.95M and leaving 1,119 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4560.

Fidelity Investments first reported a position in TWFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $34.9M in Q3 2024. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

Fidelity Investments held 1,119 shares of TWFG Inc worth $26.9K as of Q2 2026.
Fidelity Investments sold 150,162 TWFG Inc shares in Q2 2026, an estimated $2.95M.
TWFG Inc made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4560 holding.
Fidelity Investments first reported a position in TWFG Inc in Q3 2024 and has held it in 8 quarters since.
Fidelity Investments's TWFG Inc position peaked at $34.9M in Q3 2024.
82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.