Fidelity Investments
TWFG

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
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

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

Fidelity Investments's TWFG Position: Q1 2026 in Review

Fidelity Investments reduced its TWFG Inc (TWFG) stake by 86% in Q1 2026, selling an estimated $20.2M and leaving 151,281 shares worth $2.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

Fidelity Investments first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $34.9M in Q3 2024. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Fidelity Investments held 151,281 shares of TWFG Inc worth $2.78M as of Q1 2026.
  • Fidelity Investments sold 913,824 TWFG Inc shares in Q1 2026, an estimated $20.2M.
  • TWFG Inc made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2521 holding.
  • Fidelity Investments first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • Fidelity Investments's TWFG Inc position peaked at $34.9M in Q3 2024.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.